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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
776
GC Wealth Management RIA
Massachusetts
$617K -$17.7K -179 -3%
BC
777
Broadwater Capital
Massachusetts
$616K
FNA
778
First National Advisers
Nebraska
$615K -$91.7K -927 -12%
CBA
779
Coastal Bridge Advisors
Connecticut
$612K +$177K +1,788 +37%
BFA
780
Beacon Financial Advisory
Ohio
$612K +$17.8K +180 +3%
CSI
781
Cross Staff Investments
New York
$610K +$99 +1 +0%
WC
782
Westerkirk Capital
$608K -$257K -2,600 -28%
RWP
783
RWA Wealth Partners
Massachusetts
$607K +$34.9K +353 +6%
EPW
784
Evolve Private Wealth
California
$606K +$280K +2,827 +75%
MYAM
785
Meiji Yasuda Asset Management
Japan
$603K -$4.95K -50 -0.8%
KWA
786
Kingswood Wealth Advisors
California
$600K +$184K +1,858 +40%
LIM
787
Leavell Investment Management
Alabama
$594K -$182K -1,835 -22%
SWA
788
SFMG Wealth Advisors
Texas
$593K -$54.2K -548 -8%
Luther King Capital Management (LKCM)
789
Luther King Capital Management (LKCM)
Texas
$590K -$140K -1,419 -18%
IWM
790
IHT Wealth Management
Illinois
$590K +$19.1K +193 +3%
BAM
791
BTS Asset Management
Massachusetts
$586K +$630K +6,365 New
GIP
792
Granite Investment Partners
California
$583K +$51.1K +516 +9%
CBT
793
Crews Bank & Trust
Florida
$583K -$44.5K -450 -7%
WTB
794
Washington Trust Bank
Washington
$580K
MP
795
Moment Partners
California
$579K -$1.09K -11 -0.2%
SBF
796
Sara-Bay Financial
Florida
$576K
S
797
Sunpointe
Missouri
$573K +$153K +1,551 +33%
TFG
798
Taylor Financial Group
Virginia
$572K -$7.32K -74 -1%
CFA
799
CWS Financial Advisors
Michigan
$569K +$38.7K +391 +7%
HIA
800
Harbor Investment Advisory
Maryland
$569K -$88.5K -894 -13%