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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
701
Ifrah Financial Services
Arkansas
$442K -$15.8K -228 -4%
Choate Investment Advisors
702
Choate Investment Advisors
Massachusetts
$438K – – –
IWS
703
Insight Wealth Strategies
California
$438K +$10.7K +155 +3%
RBFC
704
Roman Butler Fullerton & Co
Missouri
$437K +$2.36K +34 +0.6%
Jupiter Investment Management
705
Jupiter Investment Management
United Kingdom
$436K +$399K +5,758 New
NL
706
NVWM LLC
Pennsylvania
$431K -$5.41K -78 -1%
SXL
707
Summit X LLC
Missouri
$429K +$12.5K +180 +3%
WA1
708
Wimmer Associates 1
California
$428K -$38.5K -555 -9%
NPF
709
Norris Perne & French
Michigan
$428K -$10.7K -155 -3%
DSC
710
Duncker Streett & Co
Missouri
$428K +$901 +13 +0.2%
PP
711
Pegasus Partners
Wisconsin
$424K +$94.5K +1,364 +32%
D.A. Davidson & Co
712
D.A. Davidson & Co
Montana
$419K -$1.23M -17,741 -76%
Vanguard Personalized Indexing Management
713
Vanguard Personalized Indexing Management
California
$419K -$35.6K -513 -8%
BRWA
714
B. Riley Wealth Advisors
Florida
$418K +$1.94K +28 +0.5%
CRIG
715
Charter Research & Investment Group
Connecticut
$417K -$225K -3,250 -37%
HighPoint Advisor Group
716
HighPoint Advisor Group
Illinois
$415K +$2.29K +33 +0.6%
Montrusco Bolton Investments
717
Montrusco Bolton Investments
Quebec, Canada
$413K -$222K -3,210 -36%
COF
718
Capital One Financial
Virginia
$413K -$218K -3,139 -37%
FPB
719
First PREMIER Bank
South Dakota
$411K – – –
TTWM
720
TCV Trust & Wealth Management
Virginia
$409K -$12.1K -175 -3%
Bellevue Group
721
Bellevue Group
Switzerland
$409K – – –
PWLP
722
Prio Wealth Limited Partnership
Massachusetts
$407K – – –
FNC
723
First National Corp
Massachusetts
$406K -$13.9K -200 -4%
Koshinski Asset Management
724
Koshinski Asset Management
Illinois
$406K +$28.3K +409 +8%
Peapack-Gladstone Financial Corp
725
Peapack-Gladstone Financial Corp
New Jersey
$405K +$40.8K +589 +12%