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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
DP
601
Dearborn Partners
Illinois
$1.5M +$60.1K +486 +5%
KNW
602
Kesler Norman & Wride
Utah
$1.49M -$14K -113 -1%
HI
603
Human Investing
Oregon
$1.49M -$38.6K -312 -3%
CFA
604
CWS Financial Advisors
Michigan
$1.49M +$1.35M +10,912 New
TSS
605
Thomas Story & Son
Indiana
$1.49M -$469K -3,795 -26%
HR
606
Howe & Rusling
New York
$1.49M -$139K -1,122 -9%
FC
607
Forte Capital
New York
$1.49M +$5.69K +46 +0.4%
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$388K -3,136 -22%
HCM
609
Highview Capital Management
Illinois
$1.48M +$1.34M +10,850 New
EWM
610
Evercore Wealth Management
New York
$1.48M -$6.18K -50 -0.5%
TA
611
TCM Advisors
West Virginia
$1.48M +$1.33M +10,758 New
BSB
612
Bangor Savings Bank
Maine
$1.46M +$127K +1,026 +11%
TI
613
Tidal Investments
Wisconsin
$1.46M +$145K +1,169 +12%
LCM
614
Leisure Capital Management
California
$1.46M +$61.9K +501 +5%
DY
615
Dowling & Yahnke
California
$1.46M -$368K -2,976 -22%
GM
616
GeoWealth Management
Illinois
$1.45M +$737K +5,963 +127%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$1.31M +10,566 New
PFPT
618
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.44M -$2.97K -24 -0.2%
MIAN
619
Mariner Independent Advisor Network
Kansas
$1.43M -$38.1K -308 -3%
BFS
620
Bradley Foster & Sargent
Connecticut
$1.42M -$70K -566 -5%
SVWAG
621
Sound View Wealth Advisors Group
Georgia
$1.4M +$114K +920 +10%
TFS
622
Thoroughbred Financial Services
Tennessee
$1.4M +$87.9K +711 +7%
SWP
623
Stratos Wealth Partners
Ohio
$1.38M +$80.6K +652 +7%
HWAM
624
Hennion & Walsh Asset Management
New Jersey
$1.36M +$8.04K +65 +0.7%
CM
625
Columbus Macro
Pennsylvania
$1.36M -$125K -1,012 -9%