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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
651
O'Keefe Stevens Advisory
New York
$1.02M – – –
LWP
652
LMG Wealth Partners
Louisiana
$1M +$89.4K +742 +9%
RG
653
Rathbones Group
United Kingdom
$997K +$1.04M +8,641 New
MFGM
654
Marshall Financial Group (Maryland)
Maryland
$993K -$28K -232 -3%
CAM
655
Covenant Asset Management
New Jersey
$986K -$30.1K -250 -3%
MC
656
Moors & Cabot
Massachusetts
$983K +$4.82K +40 +0.5%
IAA
657
Independent Advisor Alliance
North Carolina
$983K -$116K -963 -10%
SPA
658
Sherbrooke Park Advisers
New York
$981K -$95.9K -796 -9%
FCH
659
Freestone Capital Holdings
Washington
$967K -$29.6K -246 -3%
RL
660
Rogco LP
Oklahoma
$966K +$1.01M +8,376 New
DWA
661
Douglass Winthrop Advisors
New York
$963K -$79.9K -663 -7%
CWS
662
Confluence Wealth Services
Pennsylvania
$959K -$241 -2 -0%
MCP
663
Martin Capital Partners
Oregon
$955K +$603 +5 +0.1%
PA
664
Parallel Advisors
California
$950K +$48.2K +400 +5%
BFG
665
Bleakley Financial Group
New Jersey
$948K +$117K +969 +13%
SS
666
Simplicity Solutions
Minnesota
$948K +$117K +969 +13%
HH
667
Hilltop Holdings
Texas
$940K +$81.8K +679 +9%
IWM
668
IHT Wealth Management
Illinois
$940K +$199K +1,650 +25%
MC
669
Machina Capital
France
$937K +$979K +8,126 New
NW
670
Naviter Wealth
Arkansas
$931K -$9.4K -78 -1%
BC
671
Burney Company
Virginia
$931K -$39.8K -330 -4%
PGFC
672
Peapack-Gladstone Financial Corp
New Jersey
$929K -$15.1K -125 -2%
HIA
673
Harbor Investment Advisory
Maryland
$928K -$5.91K -49 -0.6%
TFS
674
Thoroughbred Financial Services
Tennessee
$925K -$288K -2,388 -23%
CCM
675
Coldstream Capital Management
Washington
$924K +$422K +3,498 +77%
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