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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IPC
651
Independent Portfolio Consultants
Florida
$226K +$5.77K +125 +3%
MHIC
652
Marble Harbor Investment Counsel
Massachusetts
$224K
WA
653
WBH Advisory
Maryland
$221K -$30K -650 -12%
MMPW
654
Mitchell McLeod Pugh & Williams
Alabama
$220K +$220K +4,770 New
FFSOTS
655
Fiduciary Financial Services of The Southwest
Texas
$215K
BJL
656
Brighton Jones LLC
Washington
$213K -$41.5K -898 -16%
CAM
657
Columbia Asset Management
Michigan
$209K -$37.4K -810 -15%
Mariner
658
Mariner
Kansas
$209K +$209K +4,532 New
NPC
659
National Planning Corporation
California
$209K -$84.9K -1,838 -29%
DCM
660
Dynamic Capital Management
Jersey
$208K +$208K +4,500 New
PG
661
Portola Group
California
$208K +$208K +4,500 New
IMOV
662
Investment Management of Virginia
Virginia
$207K -$13.9K -300 -6%
PP
663
Paloma Partners
Connecticut
$206K +$205K +4,448 New
BW
664
Bison Wealth
Georgia
$206K +$206K +4,456 New
SOAMC
665
Spirit of America Management Corp
New York
$203K
NFG
666
Next Financial Group
Texas
$202K -$99.2K -2,149 -33%
MCM
667
Maryland Capital Management
Maryland
$201K +$201K +4,355 New
SNT
668
Security National Trust
West Virginia
$197K +$188K +4,070 +2,035%
OA
669
OFI Advisors
Pennsylvania
$194K -$8.82K -191 -4%
TRCT
670
Tower Research Capital (TRC)
New York
$192K -$256K -5,553 -57%
BBHC
671
Brown Brothers Harriman & Co
New York
$192K -$30.6K -663 -14%
AW
672
Alpha Windward
Massachusetts
$184K +$5.91K +128 +3%
NES
673
New England Securities
New York
$184K +$45K +975 +32%
SIA
674
Stancorp Investment Advisers
Oregon
$182K +$183K +3,952 New
CLOS
675
Compagnie Lombard Odier SCmA
Switzerland
$180K -$101K -2,189 -36%