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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
Evergreen Capital Management
701
Evergreen Capital Management
Washington
$1.27M +$294K +1,950 +29%
MPIA
702
Milestones Private Investment Advisors
New York
$1.27M +$1.31M +8,731 New
OKSA
703
O'Keefe Stevens Advisory
New York
$1.27M +$5.57K +37 +0.4%
ECAM
704
East Coast Asset Management
Massachusetts
$1.27M – – –
EFS
705
Essex Financial Services
Connecticut
$1.26M -$47.3K -314 -3%
Peapack-Gladstone Financial Corp
706
Peapack-Gladstone Financial Corp
New Jersey
$1.26M +$101K +671 +8%
Csenge Advisory Group
707
Csenge Advisory Group
Florida
$1.26M -$35.4K -235 -3%
Squarepoint
708
Squarepoint
New York
$1.25M +$2.26K +15 +0.2%
Freestone Capital Holdings
709
Freestone Capital Holdings
Washington
$1.25M -$73.3K -487 -5%
PPWM
710
Paragon Private Wealth Management
Kentucky
$1.24M +$37K +246 +3%
Sagespring Wealth Partners
711
Sagespring Wealth Partners
Tennessee
$1.24M -$1.51K -10 -0.1%
M&G plc
712
M&G plc
United Kingdom
$1.24M -$918K -6,098 -42%
UPS
713
UHLMANN PRICE SECURITIES
Illinois
$1.23M -$469K -3,112 -27%
UAML
714
US Asset Management LLC
Pennsylvania
$1.22M – – –
Independent Advisor Alliance
715
Independent Advisor Alliance
North Carolina
$1.22M -$213K -1,413 -14%
HNB
716
Hilltop National Bank
Wyoming
$1.21M +$1.25M +8,323 New
LCM
717
Leisure Capital Management
California
$1.2M -$3.46K -23 -0.3%
MCM
718
Maytus Capital Management
New York
$1.2M -$2.69M -17,867 -68%
IHT Wealth Management
719
IHT Wealth Management
Illinois
$1.2M -$47.6K -316 -4%
Walleye Capital
720
Walleye Capital
New York
$1.19M +$1.24M +8,209 New
TCA
721
Transcend Capital Advisors
New Jersey
$1.19M +$923K +6,129 +296%
CUAMC
722
China Universal Asset Management Company
China
$1.19M -$108K -715 -8%
LMKC
723
L.M. Kohn & Company
Ohio
$1.19M -$7.38K -49 -0.6%
RFG Advisory
724
RFG Advisory
Alabama
$1.19M -$101K -674 -8%
Axxcess Wealth Management
725
Axxcess Wealth Management
California
$1.18M -$269K -1,789 -18%