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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
JGUA
801
John G. Ullman & Associates
New York
$307K – – –
NQWM
802
Northwest Quadrant Wealth Management
Oregon
$307K +$1.4K +19 +0.5%
MYIA
803
Mount Yale Investment Advisors
Colorado
$306K -$7.67K -104 -3%
SIC
804
Schwartz Investment Counsel
Michigan
$305K – – –
BPB
805
Badgley, Phelps & Bell
Washington
$301K – – –
LOAME
806
Lombard Odier Asset Management (Europe)
United Kingdom
$298K – – –
FMLI
807
Fukoku Mutual Life Insurance
Japan
$297K – – –
SF
808
Synovus Financial
Georgia
$296K +$3.25K +44 +1%
GAAM
809
Guinness Atkinson Asset Management
California
$294K – – –
SP
810
Successful Portfolios
Florida
$289K -$1.84K -25 -0.7%
SAM
811
Smithbridge Asset Management
Pennsylvania
$289K – – –
AFP
812
Ausdal Financial Partners
Iowa
$288K +$6.42K +87 +2%
CCMG
813
Clark Capital Management Group
Pennsylvania
$285K -$19.2K -260 -7%
HIC
814
Holderness Investments Company
North Carolina
$285K – – –
HCM
815
Hollencrest Capital Management
California
$284K +$10.8K +146 +4%
RMDI
816
R.M. Davis Inc
Maine
$283K +$13K +176 +5%
GT
817
Greenleaf Trust
Michigan
$281K +$258K +3,502 New
GP
818
Girard Partners
Pennsylvania
$281K +$258K +3,504 New
GVAG
819
Great Valley Advisor Group
Delaware
$280K +$2.8K +38 +1%
BC
820
Burleson & Co
California
$279K +$243K +3,300 New
SFG
821
SNS Financial Group
Minnesota
$279K +$256K +3,475 New
CCM
822
Crabel Capital Management
California
$279K +$257K +3,484 New
B
823
Barings
North Carolina
$278K +$14.2K +193 +6%
SFA
824
Sequoia Financial Advisors
Ohio
$277K +$255K +3,456 New
CHA
825
Cooper/Haims Advisors
New York
$275K +$74 +1 +0%