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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
651
Lido Advisors
California
$1.41M +$167K +1,206 +12%
BBA
652
BLB&B Advisors
Pennsylvania
$1.4M -$53.1K -383 -3%
SF
653
Summit Financial
New Jersey
$1.4M +$21.5K +155 +1%
UPS
654
UHLMANN PRICE SECURITIES
Illinois
$1.39M +$356K +2,569 +30%
TMAM
655
Tokio Marine Asset Management
Japan
$1.39M +$87K +627 +6%
XT
656
XTX Topco
Cayman Islands
$1.39M +$1.52M +10,958 New
FFA
657
Farther Finance Advisors
California
$1.38M +$27.1K +195 +2%
CIC
658
Carnegie Investment Counsel
Ohio
$1.37M -$10.3K -74 -0.7%
CP
659
Covenant Partners
Tennessee
$1.37M
PDL
660
Portfolio Design Labs
California
$1.37M +$1.25M +9,040 +510%
PPA
661
Pacific Point Advisors
California
$1.37M +$47.3K +341 +3%
EWM
662
EPG Wealth Management
Georgia
$1.36M +$91.6K +660 +7%
WA
663
Waverly Advisors
Alabama
$1.36M +$73.8K +532 +5%
Koshinski Asset Management
664
Koshinski Asset Management
Illinois
$1.35M +$94.9K +684 +7%
HNB
665
Huntington National Bank
Ohio
$1.34M -$99.3K -716 -6%
GSB
666
Greenfield Savings Bank
Massachusetts
$1.33M
MGWM
667
Marks Group Wealth Management
Minnesota
$1.32M -$168K -1,212 -10%
NMIMC
668
Northwestern Mutual Investment Management Company
Wisconsin
$1.31M +$14.7K +106 +1%
FCCM
669
First City Capital Management
Georgia
$1.31M -$55.5K -400 -4%
PFPT
670
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.29M -$2.36K -17 -0.2%
PPWM
671
Paragon Private Wealth Management
Kentucky
$1.29M +$229K +1,650 +19%
IC
672
IEQ Capital
California
$1.29M +$123K +887 +10%
MWM
673
MOKAN Wealth Management
Kansas
$1.28M +$164K +1,185 +13%
OIA
674
OneDigital Investment Advisors
Kansas
$1.28M -$58.8K -424 -4%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.27M +$18.4K +133 +1%