We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
KPW
801
Kore Private Wealth
New York
$515K +$25.9K +231 +5%
CCA
802
Checchi Capital Advisers
California
$513K -$49.7K -442 -9%
BEI
803
Benjamin Edwards Inc
Missouri
$513K +$38.9K +346 +8%
NA
804
Nottingham Advisors
New York
$510K +$509K +4,535 New
BFO
805
Biltmore Family Office
North Carolina
$507K
WAM
806
Werlinich Asset Management
Connecticut
$506K -$42.1K -375 -8%
PB
807
Pinnacle Bancorp
Nebraska
$504K
LWAC
808
Laurel Wealth Advisors (California)
California
$503K -$20.6K -183 -4%
SS
809
Sunbelt Securities
Texas
$498K
KCM
810
Kanawha Capital Management
Virginia
$495K
MAM
811
Meeder Asset Management
Ohio
$491K +$55.4K +493 +13%
BAM
812
Belpointe Asset Management
Nevada
$489K +$182K +1,623 +60%
TA
813
TFG Advisers
Michigan
$480K +$1.8K +16 +0.4%
SWM
814
Segment Wealth Management
Texas
$479K
Vontobel Holding
815
Vontobel Holding
Switzerland
$478K +$80.5K +717 +20%
BI
816
Berkeley Inc
Idaho
$478K +$674 +6 +0.1%
T
817
TRUADVICE
Florida
$477K -$26.1K -232 -6%
CPA
818
Court Place Advisors
Maryland
$475K -$48K -427 -9%
PAS
819
Professional Advisory Services
Florida
$473K +$10.7K +95 +2%
CA
820
Calton & Associates
Florida
$472K -$57K -507 -11%
CFB
821
Cullen/Frost Bankers
Texas
$472K -$21.8K -194 -4%
BAM
822
Berkshire Asset Management
Pennsylvania
$472K -$14.7K -131 -3%
MWM
823
Mission Wealth Management
California
$469K +$22.2K +198 +5%
CIAS
824
Capital Investment Advisory Services
North Carolina
$468K -$219K -1,952 -32%
LFA
825
Legacy Financial Advisors
Kentucky
$466K +$10.6K +94 +2%