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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
776
Modera Wealth Management
New Jersey
$926K +$53.8K +379 +6%
ET
777
Entropy Technologies
New York
$925K +$937K +6,596 New
KIM
778
Kestra Investment Management
Texas
$924K +$300K +2,115 +47%
WIA
779
World Investment Advisors
California
$923K +$307K +2,165 +49%
ECM
780
Evergreen Capital Management
Washington
$920K +$5.4K +38 +0.6%
AIA
781
AssuredPartners Investment Advisors
Florida
$919K +$930K +6,550 New
TFS
782
Thoroughbred Financial Services
Tennessee
$916K -$20.4K -144 -2%
SW
783
SVB Wealth
Massachusetts
$914K +$926K +6,521 New
MSA
784
Marino Stram & Associates
Massachusetts
$914K +$17.3K +122 +2%
JC
785
JBGlobal.com
New York
$908K +$919K +6,474 New
FNBT
786
FineMark National Bank & Trust
Florida
$907K -$47.1K -332 -5%
BFA
787
Beacon Financial Advisory
Ohio
$905K +$59.4K +418 +7%
GT
788
Greenleaf Trust
Michigan
$905K +$28.4K +200 +3%
JCM
789
Jacobi Capital Management
Pennsylvania
$899K -$994 -7 -0.1%
IA
790
IFP Advisors
Florida
$898K +$101K +712 +13%
SBF
791
Sara-Bay Financial
Florida
$897K -$1.99K -14 -0.2%
VSQM
792
V-Square Quantitative Management
Illinois
$889K -$17.3K -122 -2%
TFG
793
Taylor Financial Group
Virginia
$888K
AWE
794
Avidian Wealth Enterprises
Texas
$888K +$24.7K +174 +3%
FMII
795
Farmers & Merchants Investments Inc
Nebraska
$888K -$32.9K -232 -4%
BPA
796
Beacon Pointe Advisors
California
$872K -$21K -148 -2%
PNC
797
Park National Corp
Ohio
$870K -$197K -1,386 -18%
GIA
798
Guyasuta Investment Advisors
Pennsylvania
$864K
AWM
799
AE Wealth Management
Kansas
$860K -$192K -1,351 -18%
CCP
800
Cushing Capital Partners
Wisconsin
$860K +$871K +6,131 New