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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
Ellevest Inc
New York
$881K +$138K +1,459 +19%
SC
702
Syon Capital
California
$879K +$180K +1,899 +27%
EFS
703
Essex Financial Services
Connecticut
$878K +$130K +1,377 +18%
ACA
704
Aptus Capital Advisors
Alabama
$874K -$344K -3,631 -29%
GWM
705
GSB Wealth Management
Connecticut
$872K +$465K +4,914 +124%
HR
706
Howe & Rusling
New York
$872K +$118K +1,250 +16%
RYIA
707
Roehl & Yi Investment Advisors
Oregon
$872K +$487K +5,149 +138%
PPWM
708
Paragon Private Wealth Management
Kentucky
$871K +$13.2K +139 +2%
AIM
709
Advyzon Investment Management
Illinois
$869K +$62.5K +660 +8%
WTC
710
WhitTier Trust Company
Nevada
$861K +$276K +2,921 +58%
OKSA
711
O'Keefe Stevens Advisory
New York
$858K – – –
CAG
712
Csenge Advisory Group
Florida
$853K +$2.37K +25 +0.3%
FLPIM
713
F.L. Putnam Investment Management
Massachusetts
$851K -$104K -1,098 -11%
AMG
714
Asset Management Group
Connecticut
$849K +$8.33K +88 +1%
RIM
715
Redwood Investment Management
Arizona
$839K +$13.8K +146 +2%
HFM
716
Hartford Financial Management
Connecticut
$836K -$13.8K -146 -2%
KRSITF
717
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$831K -$3.6K -38 -0.4%
CWS
718
Confluence Wealth Services
Pennsylvania
$831K +$468K +4,950 +141%
FCCM
719
First City Capital Management
Georgia
$830K – – –
SIAP
720
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$828K -$458K -4,837 -36%
AC
721
AlphaCore Capital
California
$827K +$67.7K +715 +9%
MYAM
722
Meiji Yasuda Asset Management
Japan
$825K +$174K +1,840 +28%
OAM
723
Ostrum Asset Management
France
$823K +$247K +2,605 +45%
LF
724
Lee Financial
Texas
$823K -$4.07K -43 -0.5%
BSB
725
Bangor Savings Bank
Maine
$822K +$53.7K +567 +7%