We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
776
Rise Advisors
New York
$728K +$659K +5,334 New
DA
777
DCM Advisors
New York
$723K +$655K +5,295 New
FF
778
FourThought Financial
Florida
$719K -$52.2K -422 -7%
VWA
779
V Wealth Advisors
Kansas
$716K +$865 +7 +0.1%
LWAC
780
Laurel Wealth Advisors (California)
California
$713K +$92K +744 +17%
PPW
781
Pasadena Private Wealth
California
$712K – – –
TTWM
782
TCV Trust & Wealth Management
Virginia
$707K -$14.8K -120 -2%
PGWM
783
Pitti Group Wealth Management
New York
$707K +$640K +5,177 New
MM
784
MQS Management
New York
$706K +$640K +5,174 New
SRIM
785
Saratoga Research & Investment Management
California
$704K -$104K -843 -14%
TWI
786
Thomas White International
Illinois
$704K – – –
BEI
787
Benjamin Edwards Inc
Missouri
$701K +$70.7K +572 +13%
PTC
788
Private Trust Company
Ohio
$697K -$72.3K -585 -10%
DGAM
789
Desjardins Global Asset Management
Quebec, Canada
$697K +$632K +5,110 New
AO
790
Advisor OS
Illinois
$693K +$50.1K +405 +9%
CTC
791
Central Trust Company
Missouri
$690K -$25.3K -205 -4%
MWA
792
Motive Wealth Advisors
Michigan
$688K -$214K -1,730 -26%
NEAM
793
New England Asset Management
Connecticut
$686K +$163K +1,320 +36%
FNC
794
First National Corp
Massachusetts
$685K -$27.6K -223 -4%
BHBT
795
Burke & Herbert Bank & Trust
Virginia
$684K – – –
NWM
796
Northcape Wealth Management
New York
$681K +$617K +4,988 New
SC
797
Savant Capital
Illinois
$679K +$36.1K +292 +6%
DMBA
798
Deseret Mutual Benefit Administrators
Utah
$678K +$12.1K +98 +2%
NL
799
Navalign LLC
California
$677K -$56K -453 -8%
NAM
800
NTV Asset Management
West Virginia
$676K – – –
30 31
32
33 34