We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
701
Advisory Services Network
Georgia
$59K +$30K +618 +106%
MWAN
702
Mariner Wealth Advisors (NYC)
Kansas
$54K +$52.7K +1,085 New
GWM
703
Gupta Wealth Management
California
$53K +$51.6K +1,063 New
PCM
704
Prelude Capital Management
New York
$52K +$50.8K +1,045 New
TSW
705
Thompson Siegel & Walmsley
Virginia
$50K – – –
MCM
706
Manchester Capital Management
Vermont
$49K -$5.1K -105 -9%
RFA
707
Reilly Financial Advisors
California
$48K – – –
OIA
708
Optimum Investment Advisors
Illinois
$44K -$24.3K -500 -36%
BRWM
709
B. Riley Wealth Management
Tennessee
$43K -$23.9K -493 -36%
PMFA
710
Plante Moran Financial Advisors
Michigan
$42K +$97 +2 +0.2%
IMS
711
Index Management Solutions
Pennsylvania
$41K -$1.26K -26 -3%
FPFS
712
First Personal Financial Services
North Carolina
$38K +$36.4K +750 New
CAL
713
Capital Advisors Ltd
Ohio
$37K – – –
AA
714
Apriem Advisors
California
$31K +$30.4K +625 New
GWS
715
Glassman Wealth Services
Virginia
$30K – – –
IRS
716
Invictus RG (Singapore)
Singapore
$30K +$14.6K +300 +100%
M
717
MOTCO
Texas
$29K – – –
WP
718
WealthPLAN Partners
Nebraska
$29K +$28.7K +590 New
HRC
719
Hoertkorn Richard Charles
$25K – – –
RFS
720
Rockefeller Financial Services
New York
$25K – – –
CYG
721
Clean Yield Group
Vermont
$25K +$24.3K +500 New
ECM
722
Estabrook Capital Management
New York
$24.8K – – –
SAC
723
Smith Affiliated Capital
New York
$24.8K – – –
HI
724
Hudock Inc
Pennsylvania
$24K – – –
AIM
725
Advantage Investment Management
Iowa
$22K – – –