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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
626
Delta Asset Management
Tennessee
$19K -$12.8K -325 -41%
PMFA
627
Plante Moran Financial Advisors
Michigan
$19K +$553 +14 +3%
CFS
628
Community Financial System
New York
$18K – – –
FANJ
629
Financial Architects (New Jersey)
New Jersey
$17K +$158 +4 +0.9%
EMA
630
Efficient Market Advisors
California
$16K – – –
LFR
631
Lehman Financial Resources
Pennsylvania
$16K +$3.95K +100 +33%
EWM
632
Elite Wealth Management
Washington
$15K – – –
ECM
633
ETrade Capital Management
Virginia
$15K – – –
SCG
634
Strategic Capital Group
Washington
$13K – – –
KTC
635
Kistler-Tiffany Companies
Pennsylvania
$12K -$15.9K -403 -57%
ZTNA
636
Zions Trust National Association
Utah
$10K +$9.68K +245 New
Victory Capital Management
637
Victory Capital Management
Texas
$9K +$9.13K +231 New
HCM
638
Highlander Capital Management
New Jersey
$8.13K – – –
WCM
639
Windsor Capital Management
Arizona
$7K +$6.36K +161 New
ST
640
Stifel Trust
Missouri
$6K – – –
PCM
641
Prelude Capital Management
New York
$4K +$3.95K +100 New
SSG
642
Summit Securities Group
New York
$4K +$3.95K +100 New
BOK
643
Bank of Kentucky
Kentucky
$3K +$3.2K +81 New
ACM
644
Aviance Capital Management
Florida
$1K +$514 +13 New
CC
645
Carlson Capital
Texas
– -$42.7M -1,169,065 Closed
Mawer Investment Management
646
Mawer Investment Management
Alberta, Canada
– -$25.2M -689,484 Closed
NPF
647
Norris Perne & French
Michigan
– -$10.1M -275,436 Closed
MFAM
648
Motley Fool Asset Management
Virginia
– -$5.54M -151,702 Closed
DCM
649
Decatur Capital Management
Georgia
– -$4.98M -136,295 Closed
Arrowstreet Capital
650
Arrowstreet Capital
Massachusetts
– -$4.83M -132,161 Closed