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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
726
Thoroughbred Financial Services
Tennessee
$905K +$81.9K +670 +10%
BRM
727
Boston Research & Management
Massachusetts
$902K – – –
BFS
728
Bard Financial Services
Connecticut
$897K – – –
AG
729
Ascent Group
Virginia
$893K +$41.9K +343 +5%
KFA
730
Kapstone Financial Advisors
Ohio
$893K +$13.9K +114 +2%
MC
731
Middleton & Co
Massachusetts
$879K -$3.06K -25 -0.3%
Commerzbank Aktiengesellschaft
732
Commerzbank Aktiengesellschaft
Germany
$873K +$10.4K +85 +1%
ECA
733
Elevated Capital Advisors
Utah
$870K +$112K +920 +14%
Freestone Capital Holdings
734
Freestone Capital Holdings
Washington
$861K -$47K -385 -5%
Bleakley Financial Group
735
Bleakley Financial Group
New Jersey
$860K -$119K -971 -12%
Simplicity Wealth
736
Simplicity Wealth
New Jersey
$857K -$116K -948 -12%
MP
737
McDonald Partners
Ohio
$855K +$18.1K +148 +2%
Tokio Marine Asset Management
738
Tokio Marine Asset Management
Japan
$852K +$38K +311 +5%
PPWM
739
Paragon Private Wealth Management
Kentucky
$850K -$48.6K -398 -5%
SWA
740
SFMG Wealth Advisors
Texas
$848K +$12K +98 +1%
Koshinski Asset Management
741
Koshinski Asset Management
Illinois
$842K -$90.2K -738 -9%
GAAM
742
Guinness Atkinson Asset Management
California
$841K -$15K -123 -2%
BCM
743
Birch Capital Management
Texas
$838K – – –
NW
744
Naviter Wealth
Arkansas
$827K -$59.6K -488 -7%
PA
745
Prossimo Advisors
California
$826K +$851K +6,967 New
ACP
746
Aviance Capital Partners
Florida
$821K – – –
FineMark National Bank & Trust
747
FineMark National Bank & Trust
Florida
$818K +$73.1K +598 +9%
SWM
748
Salvus Wealth Management
New Jersey
$812K -$9.04K -74 -1%
Greenleaf Trust
749
Greenleaf Trust
Michigan
$812K -$295K -2,413 -26%
HT
750
Heritage Trust
Oklahoma
$811K -$107K -878 -11%