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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
776
International Assets Investment Management
Florida
$800K +$495K +3,897 +189%
HI
777
Horizon Investments
North Carolina
$792K +$4.83K +38 +0.6%
PDM
778
Penn Davis McFarland
Texas
$789K
AC
779
AlphaCore Capital
California
$788K +$73K +575 +11%
ACG
780
Allen Capital Group
Nebraska
$785K +$445K +3,502 +149%
VF
781
Virtu Financial
New York
$785K -$1.61M -12,645 -68%
HIP
782
HUB Investment Partners
Texas
$778K +$20.1K +158 +3%
HI
783
Human Investing
Oregon
$774K -$11.4K -90 -2%
AAIS
784
ABN AMRO Investment Solutions
$772K
FWM
785
Forza Wealth Management
Florida
$770K
BHBT
786
Burke & Herbert Bank & Trust
Virginia
$768K +$204K +1,605 +39%
MMA
787
Miracle Mile Advisors
California
$759K +$6.35K +50 +0.9%
RCM
788
Raleigh Capital Management
North Carolina
$759K +$679K +5,349 +1,754%
IA
789
IFP Advisors
Florida
$759K -$79.9K -629 -10%
CTA
790
Chesley Taft & Associates
Illinois
$758K
CCA
791
Checchi Capital Advisers
California
$758K -$31.2K -246 -4%
CM
792
Crestline Management
Texas
$758K +$717K +5,645 New
FTWA
793
Fifth Third Wealth Advisors
Ohio
$755K +$48.3K +380 +7%
JF
794
Jump Financial
Illinois
$750K -$16.7M -131,404 -96%
KCIC
795
Kuhn & Co Investment Counsel
Illinois
$749K
NCFG
796
New Century Financial Group
New Jersey
$743K +$53.8K +424 +8%
WIS
797
Wright Investors Service
Connecticut
$742K -$281K -2,216 -29%
KWM
798
KFG Wealth Management
Indiana
$741K -$50.9K -401 -7%
BC
799
Broadwater Capital
Massachusetts
$741K
PGIM
800
Pacific Global Investment Management
California
$739K -$2.41K -19 -0.3%