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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
726
CI Investments Inc
Ontario, Canada
$730K -$231K -2,113 -24%
PP
727
Patten & Patten
Tennessee
$730K
CCT
728
Chemung Canal Trust
New York
$728K -$242K -2,214 -25%
IWM
729
IHT Wealth Management
Illinois
$727K +$283K +2,583 +66%
SFB
730
STAR Financial Bank
Indiana
$723K
CIBC World Market
731
CIBC World Market
Ontario, Canada
$722K -$23.2K -212 -3%
STAS
732
Strong Tower Advisory Services
Minnesota
$721K +$41.7K +381 +6%
OAM
733
Oppenheimer Asset Management
New York
$721K -$70.1K -641 -9%
IA
734
IFP Advisors
Florida
$718K +$140K +1,278 +25%
CIA
735
Capital Investment Advisors
Georgia
$717K -$27.5K -251 -4%
SBF
736
Sara-Bay Financial
Florida
$713K -$29.7K -272 -4%
MA
737
MJP Associates
Connecticut
$711K -$40.4K -369 -5%
QI
738
Qtron Investments
Massachusetts
$710K
DA
739
Duality Advisers
Florida
$705K +$689K +6,303 New
MAS
740
Meeder Advisory Services
Ohio
$703K +$23.1K +211 +3%
GCM
741
Gallacher Capital Management
Colorado
$698K +$64.1K +586 +10%
RA
742
Rise Advisors
New York
$698K +$14.3K +131 +2%
EH
743
Equitable Holdings
New York
$691K +$343K +3,137 +103%
PPWM
744
Paragon Private Wealth Management
Kentucky
$687K +$37.3K +341 +6%
IAN
745
Integrated Advisors Network
Texas
$685K
PA
746
Prossimo Advisors
California
$683K +$668K +6,108 New
Bank Julius Baer & Co
747
Bank Julius Baer & Co
Switzerland
$682K -$12.5K -114 -2%
LC
748
Lindbrook Capital
California
$679K -$2.08K -19 -0.3%
GFA
749
Gallagher Fiduciary Advisors
Illinois
$676K -$20.9K -191 -3%
PGIM
750
Pacific Global Investment Management
California
$674K -$7.44K -68 -1%