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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
701
Ropes Wealth Advisors
Massachusetts
$260K +$152K +2,496 +130%
GXMC
702
Global X Management Company
New York
$259K +$60.2K +991 +29%
SBH
703
Segall Bryant & Hamill
Illinois
$259K +$267K +4,393 New
WA
704
WBH Advisory
Maryland
$258K +$42.7K +703 +19%
RGC
705
Roberts, Glore & Co
Illinois
$257K -$8.51K -140 -3%
LFAS
706
Level Four Advisory Services
Texas
$257K +$268K +4,412 New
TMAM
707
Tokio Marine Asset Management
Japan
$256K -$81.9K -1,348 -24%
PFS
708
Physicians Financial Services
North Carolina
$256K +$15.3K +252 +6%
NBC
709
Neuberger Berman Canada
Ontario, Canada
$255K +$10.4K +171 +4%
NFG
710
Next Financial Group
Texas
$253K -$385K -6,328 -60%
PWM
711
Perigon Wealth Management
California
$253K – – –
MCM
712
McKinley Capital Management
Alaska
$250K -$27.3K -450 -10%
AW
713
ACG Wealth
Georgia
$250K -$17.7K -292 -6%
ISB
714
Iowa State Bank
Iowa
$250K – – –
HCM
715
Hollencrest Capital Management
California
$249K +$257K +4,230 New
BFG
716
Beacon Financial Group
Texas
$248K -$8.76M -144,109 -97%
FHA
717
Flagship Harbor Advisors
Massachusetts
$248K +$2.55K +42 +1%
IH
718
IFC Holdings
Florida
$247K -$62.7K -1,032 -20%
SIC
719
Schwartz Investment Counsel
Michigan
$247K – – –
ISL
720
Ingalls & Snyder LLC
New York
$246K -$1.82K -30 -0.7%
KCM
721
Kanawha Capital Management
Virginia
$246K – – –
GC
722
Grimes & Company
Massachusetts
$244K -$65.2K -1,073 -21%
PIM
723
Penobscot Investment Management
Massachusetts
$243K -$54.7K -900 -18%
CT
724
Cambridge Trust
Massachusetts
$243K +$2.67K +44 +1%
KI
725
Koch Industries
Kansas
$242K +$250K +4,116 New