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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
701
Security National Trust
West Virginia
$221K -$3.53K -70 -2%
CSIC
702
Clifford Swan Investment Counsel
California
$221K
CII
703
Capital International Inc
California
$221K +$20.1K +400 +11%
DW
704
Domani Wealth
Pennsylvania
$219K -$4.68K -93 -2%
BCA
705
Bray Capital Advisors
Florida
$217K -$136K -2,700 -40%
HBT
706
Hills Bank & Trust
Iowa
$217K
BMO
707
Beck Mack & Oliver
New York
$216K
PFS
708
Physicians Financial Services
North Carolina
$216K
WA
709
WBH Advisory
Maryland
$216K +$201 +4 +0.1%
MFBTD
710
MB Financial Bank - Trust Department
Illinois
$216K +$101K +2,000 +100%
IA
711
IFP Advisors
Florida
$214K -$700K -13,892 -84%
Neuberger Berman Group
712
Neuberger Berman Group
New York
$214K -$34.1K -678 -15%
AP
713
Advisor Partners
California
$213K -$98.8K -1,961 -33%
ISB
714
Iowa State Bank
Iowa
$212K
NPC
715
National Planning Corporation
California
$211K -$20.4K -405 -9%
BRWA
716
B. Riley Wealth Advisors
Florida
$211K +$197K +3,906 New
JGUA
717
John G. Ullman & Associates
New York
$207K
BPB
718
Badgley, Phelps & Bell
Washington
$205K
CCM
719
CrestPoint Capital Management
Missouri
$205K
MCWS
720
McKinley Carter Wealth Services
West Virginia
$205K +$192K +3,803 New
WRM
721
Westport Resources Management
Connecticut
$203K
FIM
722
Freedom Investment Management
Connecticut
$202K -$115K -2,291 -38%
BSW
723
Buckingham Strategic Wealth
Missouri
$202K +$188K +3,741 New
DY
724
Dowling & Yahnke
California
$200K +$187K +3,707 New
AW
725
Alpha Windward
Massachusetts
$194K -$1.31K -26 -0.7%