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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
701
Venturi Wealth Management
Texas
$878K +$54K +461 +6%
BFS
702
Bard Financial Services
Connecticut
$875K +$664K +5,675 +299%
BS
703
Boenning & Scattergood
Pennsylvania
$873K -$17.6K -150 -2%
NA
704
Nordwand Advisors
Pennsylvania
$872K +$883K +7,549 New
HCWM
705
Harrison & Co Wealth Management
Virginia
$869K -$15.8K -135 -2%
IG
706
ING Group
Netherlands
$867K -$8.35M -71,334 -90%
WG
707
Winton Group
United Kingdom
$865K +$876K +7,485 New
PPC
708
Park Place Capital
Alabama
$860K +$871K +7,441 New
CSIC
709
Clifford Swan Investment Counsel
California
$855K -$2.34K -20 -0.3%
QI
710
Qtron Investments
Massachusetts
$854K -$102K -870 -11%
Bank Julius Baer & Co
711
Bank Julius Baer & Co
Switzerland
$842K +$13.1K +112 +2%
CIBC World Market
712
CIBC World Market
Ontario, Canada
$840K -$621K -5,310 -42%
CA
713
Claro Advisors
Massachusetts
$840K +$130K +1,110 +18%
PP
714
Paloma Partners
Connecticut
$836K +$144K +1,234 +21%
MAS
715
Meeder Advisory Services
Ohio
$833K +$844K +7,212 New
OAM
716
Oppenheimer Asset Management
New York
$826K +$2.81K +24 +0.3%
TPA
717
Trivium Point Advisory
Connecticut
$823K -$66.7K -570 -8%
VCA
718
Verdence Capital Advisors
Maryland
$819K +$8.66K +74 +1%
BP
719
Ballentine Partners
Massachusetts
$815K -$71.3K -609 -8%
PGFC
720
Peapack-Gladstone Financial Corp
New Jersey
$810K +$13.7K +117 +2%
AWM
721
Aevitas Wealth Management
Massachusetts
$809K +$119K +1,020 +17%
GWM
722
GSB Wealth Management
Connecticut
$809K -$505K -4,315 -38%
PNC
723
Park National Corp
Ohio
$803K
LC
724
Lavaca Capital
Texas
$799K -$9.95K -85 -1%
MMPW
725
Mitchell McLeod Pugh & Williams
Alabama
$797K -$936 -8 -0.1%