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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
IVC Wealth Advisors
Pennsylvania
$1.54M -$72.9K -649 -5%
GWM
552
GSB Wealth Management
Connecticut
$1.54M
CP
553
Covenant Partners
Tennessee
$1.54M
CIC
554
Carnegie Investment Counsel
Ohio
$1.54M +$112 +1 +0%
DY
555
Dowling & Yahnke
California
$1.54M +$240K +2,137 +19%
UAS
556
United Asset Strategies
New York
$1.51M -$82.3K -733 -5%
MGIM
557
M&G Investment Management
United Kingdom
$1.5M -$37.3K -332 -2%
KeyBank National Association
558
KeyBank National Association
Ohio
$1.49M +$58.8K +523 +4%
QT
559
Quantamental Technologies
New York
$1.49M +$925K +8,232 +165%
PLFAM
560
Pineno Levin & Ford Asset Management
Virginia
$1.48M
HFM
561
Hartford Financial Management
Connecticut
$1.48M -$2.13K -19 -0.1%
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$1.46M -$20.8K -185 -1%
AP
563
Atwood & Palmer
Missouri
$1.45M
CIA
564
Capital Investment Advisors
Georgia
$1.42M -$13.3K -118 -0.9%
AIP
565
Ameritas Investment Partners
Nebraska
$1.39M +$112 +1 +0%
OIA
566
OneDigital Investment Advisors
Kansas
$1.39M +$221K +1,965 +19%
OAM
567
Oppenheimer Asset Management
New York
$1.38M -$425K -3,786 -24%
ICM
568
IMS Capital Management
Oregon
$1.38M +$64K +570 +5%
HSA
569
HBK Sorce Advisory
Pennsylvania
$1.38M -$102K -910 -7%
GP
570
Girard Partners
Pennsylvania
$1.37M +$24.8K +221 +2%
FTDI
571
First Trust Direct Indexing
Massachusetts
$1.35M +$89K +792 +7%
HR
572
Howe & Rusling
New York
$1.35M +$168K +1,498 +14%
GA
573
Greytown Advisors
Florida
$1.34M +$107K +949 +9%
MFGM
574
Marshall Financial Group (Maryland)
Maryland
$1.33M +$62K +552 +5%
IAA
575
Independent Advisor Alliance
North Carolina
$1.33M +$192K +1,709 +17%