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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
776
Kingswood Wealth Advisors
California
$742K +$339K +2,771 +79%
Los Angeles Capital Management
777
Los Angeles Capital Management
California
$737K -$3.59M -29,393 -83%
TIAA Trust, National Association
778
TIAA Trust, National Association
North Carolina
$734K -$31.2K -255 -4%
BFA
779
Beacon Financial Advisory
Ohio
$727K +$74.7K +611 +11%
BTC
780
Bank & Trust Company
Illinois
$727K +$749K +6,129 New
ACA
781
Aptus Capital Advisors
Alabama
$715K +$35.9K +294 +5%
DZ Bank
782
DZ Bank
Germany
$714K – – –
MGIA
783
Moneta Group Investment Advisors
Missouri
$714K -$25.2K -206 -3%
SIA
784
Schechter Investment Advisors
Michigan
$713K +$131K +1,070 +22%
BEI
785
Benjamin Edwards Inc
Missouri
$710K +$271K +2,218 +59%
SBF
786
Sara-Bay Financial
Florida
$710K +$8.19K +67 +1%
IAN
787
Integrated Advisors Network
Texas
$707K +$86.4K +707 +13%
BTWM
788
Brass Tax Wealth Management
Ohio
$704K +$725K +5,937 New
KWM
789
KFG Wealth Management
Indiana
$703K +$25.9K +212 +4%
CCA
790
Checchi Capital Advisers
California
$699K +$23.8K +195 +3%
SF
791
Summit Financial
New Jersey
$697K +$182K +1,486 +34%
PDM
792
Penn Davis McFarland
Texas
$697K – – –
HI
793
Human Investing
Oregon
$695K -$18.7K -153 -3%
HI
794
Horizon Investments
North Carolina
$694K +$1.1K +9 +0.2%
BSW
795
Buckingham Strategic Wealth
Missouri
$690K -$30.3K -248 -4%
SM
796
STF Management
Texas
$683K -$33.1K -271 -4%
AAIS
797
ABN AMRO Investment Solutions
$682K +$703K +5,752 New
BC
798
Burney Company
Virginia
$680K -$25.7K -210 -4%
FWM
799
Forza Wealth Management
Florida
$680K – – –
Fisher Asset Management
800
Fisher Asset Management
Washington
$678K +$225K +1,844 +48%