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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
726
Professional Advisory Services
Florida
$228K +$217K +3,800 New
CPA
727
Clear Perspective Advisors
Illinois
$227K
KWMG
728
King Wealth Management Group
Florida
$227K
RCAG
729
Rehmann Capital Advisory Group
Michigan
$227K +$216K +3,778 New
HIC
730
Holderness Investments Company
North Carolina
$226K +$171 +3 +0.1%
BPB
731
Badgley, Phelps & Bell
Washington
$225K
DIA
732
Denver Investment Advisors
Colorado
$223K
FMLI
733
Fukoku Mutual Life Insurance
Japan
$222K
SFSIG
734
San Francisco Sentry Investment Group
California
$221K +$65.1K +1,140 +45%
KA
735
Kovack Advisors
Florida
$218K +$7.08K +124 +4%
SAM
736
Smithbridge Asset Management
Pennsylvania
$216K
SSG
737
Summit Securities Group
New York
$216K +$206K +3,600 New
CFA
738
Carroll Financial Associates
North Carolina
$215K -$22.6K -395 -10%
SWA
739
SFMG Wealth Advisors
Texas
$214K
CWM
740
Circle Wealth Management
New Jersey
$212K +$1.26K +22 +0.6%
RI
741
Ridgewood Investments
New Jersey
$212K +$202K +3,533 New
HCM
742
Hollencrest Capital Management
California
$211K +$201K +3,525 New
YMRC
743
Yorktown Management & Research Company
Virginia
$210K +$200K +3,500 New
LFAS
744
Level Four Advisory Services
Texas
$208K -$44.1K -772 -18%
OIA
745
OneDigital Investment Advisors
Kansas
$207K +$31.8K +556 +19%
Koshinski Asset Management
746
Koshinski Asset Management
Illinois
$205K -$5.83K -102 -3%
RA
747
Rational Advisors
New York
$204K -$80K -1,400 -29%
STMM
748
South Texas Money Management
Texas
$202K +$192K +3,367 New
First Manhattan
749
First Manhattan
New York
$200K
AW
750
Alpha Windward
Massachusetts
$198K -$1.37K -24 -0.7%