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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
751
Paragon Private Wealth Management
Kentucky
$665K +$193K +1,693 +41%
SIA
752
Schechter Investment Advisors
Michigan
$662K -$40.4K -355 -6%
FWM
753
Forza Wealth Management
Florida
$657K +$91.1K +801 +16%
LW
754
Linscomb Wealth
Texas
$657K -$50.3K -442 -7%
CTA
755
Chesley Taft & Associates
Illinois
$653K
SFA
756
Seneca Financial Advisors
New York
$651K +$569 +5 +0.1%
AM
757
AGF Management
Ontario, Canada
$649K +$122K +1,068 +23%
GCM
758
Gallacher Capital Management
Colorado
$648K +$342K +3,003 +113%
TF
759
Tompkins Financial
New York
$647K
RVPG
760
Relative Value Partners Group
$646K
MOS
761
MGO One Seven
Ohio
$645K +$165K +1,447 +35%
HWMG
762
Hurlow Wealth Management Group
Indiana
$645K -$114 -1 -0%
TTWM
763
TCV Trust & Wealth Management
Virginia
$639K -$796 -7 -0.1%
RIA
764
Realta Investment Advisors
Delaware
$637K -$8.76K -77 -1%
OTPPB
765
Ontario Teachers' Pension Plan Board
Ontario, Canada
$636K -$102K -895 -14%
MSA
766
Marino Stram & Associates
Massachusetts
$631K +$1.36K +12 +0.2%
Simplex Trading
767
Simplex Trading
Illinois
$628K +$333K +2,931 +115%
GT
768
Greenleaf Trust
Michigan
$628K -$124K -1,089 -17%
RIM
769
RW Investment Management
Idaho
$628K
TMAM
770
Tokio Marine Asset Management
Japan
$627K +$66.7K +586 +12%
PFO
771
Pathstone Family Office
New Jersey
$627K -$1.22M -10,726 -68%
NPF
772
Norris Perne & French
Michigan
$625K
TSS
773
Two Sigma Securities
New York
$625K +$620K +5,453 New
KLC
774
Knowledge Leaders Capital
Colorado
$619K -$778K -6,840 -56%
CAM
775
Cresset Asset Management
Illinois
$618K +$614K +5,393 New