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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
I
576
InceptionR
California
$1.68M +$1.59M +12,487 New
LWP
577
LMG Wealth Partners
Louisiana
$1.67M +$65.6K +517 +4%
CP
578
Covenant Partners
Tennessee
$1.66M +$55K +433 +4%
CHJWM
579
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.66M
SPC
580
Sigma Planning Corp
Michigan
$1.65M +$47.2K +372 +3%
LNWWM
581
Laird Norton Wetherby Wealth Management
California
$1.64M -$32.8K -258 -2%
EF
582
Exeter Financial
Arizona
$1.63M -$3.05K -24 -0.2%
IWA
583
IVC Wealth Advisors
Pennsylvania
$1.62M -$239K -1,879 -13%
CAMG
584
CWA Asset Management Group
Florida
$1.6M +$1.52M +11,952 New
CRI
585
Commonwealth Retirement Investments
Virginia
$1.58M +$22K +173 +1%
IWA
586
Icon Wealth Advisors
Texas
$1.57M -$1.78K -14 -0.1%
Luther King Capital Management (LKCM)
587
Luther King Capital Management (LKCM)
Texas
$1.57M -$44.3K -349 -3%
ETC
588
Exchange Traded Concepts
Oklahoma
$1.57M -$31.6K -249 -2%
AL
589
Aspiriant LLC
California
$1.57M -$25.5K -201 -2%
CW
590
CreativeOne Wealth
Kansas
$1.56M +$663K +5,222 +81%
MGWM
591
Marks Group Wealth Management
Minnesota
$1.56M -$982K -7,733 -40%
A
592
Allianz
Germany
$1.55M
PWMAG
593
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M -$13.6K -107 -0.9%
AWM
594
Axxcess Wealth Management
California
$1.54M -$227K -1,786 -13%
GAM
595
Groupama Asset Management
France
$1.54M +$8.13K +64 +0.5%
BPWM
596
Badgley Phelps Wealth Managers
Washington
$1.53M -$31.7K -250 -2%
HFM
597
Hartford Financial Management
Connecticut
$1.53M +$508 +4 +0%
Vontobel Holding
598
Vontobel Holding
Switzerland
$1.52M +$19.6K +154 +1%
CI Investments Inc
599
CI Investments Inc
Ontario, Canada
$1.52M +$117K +920 +9%
MWM
600
Modern Wealth Management
Kansas
$1.51M -$8K -63 -0.6%