We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
801
Kore Private Wealth
New York
$466K +$25.6K +255 +6%
BAM
802
Berkshire Asset Management
Pennsylvania
$465K +$13.1K +130 +3%
T
803
TRUADVICE
Florida
$464K +$20.5K +204 +5%
SWM
804
Segment Wealth Management
Texas
$457K -$4.53K -45 -1%
TA
805
TFG Advisers
Michigan
$456K -$29.8K -296 -7%
BI
806
Berkeley Inc
Idaho
$455K +$704 +7 +0.2%
FCA
807
FinTrust Capital Advisors
South Carolina
$455K -$5.03K -50 -1%
BEI
808
Benjamin Edwards Inc
Missouri
$453K -$6.24K -62 -1%
OPPTF
809
OPSEU Pension Plan Trust Fund
Ontario, Canada
$449K +$417K +4,147 New
BAIA
810
Bel Air Investment Advisors
California
$447K -$104K -1,033 -20%
AFP
811
Ausdal Financial Partners
Iowa
$445K -$3.22K -32 -0.8%
PAS
812
Professional Advisory Services
Florida
$441K +$61.3K +610 +17%
SNT
813
Security National Trust
West Virginia
$440K – – –
PMG
814
ProVise Management Group
Florida
$439K – – –
GT
815
Greenleaf Trust
Michigan
$438K +$3.42K +34 +0.8%
IAN
816
Integrated Advisors Network
Texas
$437K -$2.71K -27 -0.7%
BIM
817
Bridges Investment Management
Nebraska
$435K – – –
LFA
818
Legacy Financial Advisors
Kentucky
$435K +$63.3K +629 +18%
DSC
819
Duncker Streett & Co
Missouri
$434K -$20.6K -205 -5%
FRM
820
Fox Run Management
Connecticut
$434K +$406K +4,041 New
IMOV
821
Investment Management of Virginia
Virginia
$433K +$1.51K +15 +0.4%
KFS
822
Kelly Financial Services
Massachusetts
$433K – – –
CPSAC
823
Chas P. Smith & Associates (CPS)
Florida
$432K -$8.04K -80 -2%
AO
824
Advisor OS
Illinois
$432K +$404K +4,019 New
WP
825
WealthSource Partners
California
$430K – – –
31 32
33
34 35