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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
S
801
SignatureFD
Georgia
$296K -$67K -967 -20%
APP
802
Avantax Planning Partners
Iowa
$296K -$13.9K -200 -5%
FMLI
803
Fukoku Mutual Life Insurance
Japan
$295K – – –
CYG
804
Clean Yield Group
Vermont
$294K -$17.3K -250 -6%
DLA
805
Douglas Lane & Associates
New York
$292K -$50.8K -733 -16%
SWA
806
Stratos Wealth Advisors
Ohio
$290K +$266K +3,833 New
MAFM
807
Mid Atlantic Financial Management
Pennsylvania
$288K -$46.9K -676 -15%
RZH
808
Relyea Zuckerberg Hanson
Connecticut
$288K -$6.03K -87 -2%
BO
809
Bank OZK
Arkansas
$288K -$1.25K -18 -0.5%
SP
810
Successful Portfolios
Florida
$288K +$1.11K +16 +0.4%
CFD
811
Creative Financial Designs
Indiana
$287K +$262K +3,783 New
PAS
812
Professional Advisory Services
Florida
$286K -$3.46K -50 -1%
WA
813
WBH Advisory
Maryland
$284K +$277 +4 +0.1%
CAM
814
Costello Asset Management
Pennsylvania
$284K +$260K +3,753 New
PIM
815
Penobscot Investment Management
Massachusetts
$283K – – –
LFAS
816
Level Four Advisory Services
Texas
$283K +$258K +3,716 New
AW
817
ACG Wealth
Georgia
$282K +$1.11K +16 +0.4%
EMG
818
ETF Managers Group
New Jersey
$282K +$24.6K +355 +10%
WBG
819
Wharton Business Group
Pennsylvania
$281K -$55.8K -805 -18%
OC
820
Oarsman Capital
Wisconsin
$281K +$257K +3,705 New
HKAM
821
Horizon Kinetics Asset Management
New York
$278K -$46.6K -672 -15%
BB
822
Busey Bank
Illinois
$277K – – –
CHA
823
Cooper/Haims Advisors
New York
$277K +$69 +1 +0%
HIC
824
Holderness Investments Company
North Carolina
$277K +$10.4K +150 +4%
CI
825
Capital International
California
$277K +$253K +3,655 New