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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
EF
701
Empirical Finance
Pennsylvania
$872K +$159K +1,279 +20%
RCAG
702
Rehmann Capital Advisory Group
Michigan
$871K +$598K +4,829 +165%
CIC
703
Carnegie Investment Counsel
Ohio
$869K -$120K -969 -11%
AF
704
Allworth Financial
California
$867K +$347K +2,800 +57%
HLOC
705
H.L. Ormond & Company
North Carolina
$864K -$32.2K -260 -3%
BRM
706
Boston Research & Management
Massachusetts
$861K
HCWM
707
Harrison & Co Wealth Management
Virginia
$859K -$73.9K -596 -7%
BP
708
Ballentine Partners
Massachusetts
$859K +$69.9K +564 +8%
Walleye Trading
709
Walleye Trading
New York
$857K +$186K +1,501 +24%
TF
710
Trek Financial
Arizona
$851K -$729K -5,881 -44%
SBH
711
Segall Bryant & Hamill
Illinois
$847K +$3.1K +25 +0.3%
AFA
712
Abacus FCF Advisors
Florida
$846K -$68.2K -550 -7%
TPA
713
Trivium Point Advisory
Connecticut
$846K +$19.2K +155 +2%
MCP
714
Martin Capital Partners
Oregon
$839K +$101K +816 +12%
CCIA
715
Campbell & Co Investment Adviser
Maryland
$834K +$638K +5,150 +226%
KWILP
716
Kiwi Wealth Investments Limited Partnership
New Zealand
$834K
DGAM
717
Desjardins Global Asset Management
Quebec, Canada
$833K +$15.5K +125 +2%
GIA
718
Gladstone Institutional Advisory
Florida
$833K +$270K +2,181 +42%
CSIC
719
Clifford Swan Investment Counsel
California
$832K
HBT
720
Heartland Bank & Trust
Illinois
$832K +$919K +7,418 New
Bank Julius Baer & Co
721
Bank Julius Baer & Co
Switzerland
$805K +$136K +1,095 +18%
HH
722
Hilltop Holdings
Texas
$804K +$289K +2,334 +48%
BRA
723
Bender Robert & Associates
California
$802K -$12.4K -100 -1%
VWM
724
Venturi Wealth Management
Texas
$801K -$15.1K -122 -2%
Koshinski Asset Management
725
Koshinski Asset Management
Illinois
$801K +$129K +1,041 +17%