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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
701
Reilly Financial Advisors
California
$48K
OIA
702
Optimum Investment Advisors
Illinois
$44K -$24.3K -500 -36%
BRWM
703
B. Riley Wealth Management
Tennessee
$43K -$23.9K -493 -36%
PMFA
704
Plante Moran Financial Advisors
Michigan
$42K +$97 +2 +0.2%
IMS
705
Index Management Solutions
Pennsylvania
$41K -$1.26K -26 -3%
FPFS
706
First Personal Financial Services
North Carolina
$38K +$36.4K +750 New
CAL
707
Capital Advisors Ltd
Ohio
$37K
AA
708
Apriem Advisors
California
$31K +$30.4K +625 New
GWS
709
Glassman Wealth Services
Virginia
$30K
IRS
710
Invictus RG (Singapore)
Singapore
$30K +$14.6K +300 +100%
M
711
MOTCO
Texas
$29K
WP
712
WealthPLAN Partners
Nebraska
$29K +$28.7K +590 New
HRC
713
Hoertkorn Richard Charles
$25K
RFS
714
Rockefeller Financial Services
New York
$25K
CYG
715
Clean Yield Group
Vermont
$25K +$24.3K +500 New
ECM
716
Estabrook Capital Management
New York
$24.8K
SAC
717
Smith Affiliated Capital
New York
$24.8K
Manulife (Manufacturers Life Insurance)
718
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1K -$429K -8,825 -2%
HI
719
Hudock Inc
Pennsylvania
$24K
AIM
720
Advantage Investment Management
Iowa
$22K
S
721
SignatureFD
Georgia
$22K
MUS
722
Mitsubishi UFJ Securities
Japan
$22K +$21.4K +440 New
EMA
723
Efficient Market Advisors
California
$20K
VIA
724
Vantage Investment Advisors
Pennsylvania
$20K +$19.4K +400 New
WG
725
Welch Group
Alabama
$16.3K +$175K +3,598 +1%