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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
M
751
MOTCO
Texas
$84K -$26.1K -500 -24%
GLI
752
Guardian Life Insurance
New York
$80K -$18.7K -358 -19%
MFW
753
Mosaic Family Wealth
Missouri
$80K +$79.5K +1,520 New
CCS
754
Crosspoint Capital Strategies
California
$80K +$83.7K +1,601 +1,271%
BBHC
755
Brown Brothers Harriman & Co
New York
$79K -$44.7K -856 -36%
RFS
756
Rockefeller Financial Services
New York
$76K +$49.2K +941 +188%
WAM
757
Wealthspire Advisors (Maryland)
Maryland
$74K +$73.2K +1,400 New
AIM
758
Advantage Investment Management
Iowa
$73K -$3.76K -72 -5%
AIM
759
Arcadia Investment Management
Michigan
$71K +$70.3K +1,344 New
WTB
760
Washington Trust Bank
Washington
$70K +$5.23K +100 +8%
FFC
761
First Financial Corp
Indiana
$68K -$1.93K -37 -3%
SIG
762
Stanford Investment Group
California
$68K – – –
LJHT
763
Laurie J. Hall Trustee
$57K +$59.5K +1,138 New
WP
764
WealthPLAN Partners
Nebraska
$53.6K +$160K +3,055 New
MCM
765
Manchester Capital Management
Vermont
$53K – – –
TSW
766
Thompson Siegel & Walmsley
Virginia
$53K – – –
BAM
767
Barrett Asset Management
New York
$53K +$5.23K +100 +11%
GWM
768
Gupta Wealth Management
California
$52K -$10.7K -205 -17%
JIC
769
Joel Isaacson & Co
New York
$51K -$39K -747 -44%
FPFS
770
First Personal Financial Services
North Carolina
$49K +$8.83K +169 +23%
ECM
771
Estabrook Capital Management
New York
$47.6K +$20.9K +400 +80%
AFP
772
Ausdal Financial Partners
Iowa
$44K +$44K +841 New
AssetMark Inc
773
AssetMark Inc
California
$42K +$31.8K +609 +333%
FIB
774
First Interstate Bank
Montana
$41K – – –
RFA
775
Reilly Financial Advisors
California
$40K -$11.6K -222 -23%