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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
T
801
TRUADVICE
Florida
$604K +$144K +1,230 +32%
Lido Advisors
802
Lido Advisors
California
$603K -$1.75K -15 -0.3%
DCM
803
Dupont Capital Management
Delaware
$599K -$541K -4,625 -47%
CCA
804
Checchi Capital Advisers
California
$599K -$112K -958 -16%
WA1
805
Wimmer Associates 1
California
$597K -$10.5K -90 -2%
BSW
806
Buckingham Strategic Wealth
Missouri
$597K -$40.5K -346 -6%
TWI
807
Thomas White International
Illinois
$596K
NA
808
Nottingham Advisors
New York
$595K +$48.7K +416 +9%
GRP
809
Global Retirement Partners
California
$594K +$59.5K +508 +11%
AFP
810
Ausdal Financial Partners
Iowa
$594K +$103K +881 +21%
HWM
811
HB Wealth Management
Georgia
$594K +$165K +1,407 +38%
SRIM
812
Saratoga Research & Investment Management
California
$589K -$936 -8 -0.2%
LFA
813
Legacy Financial Advisors
Kentucky
$588K +$13.7K +117 +2%
TFF
814
The Family Firm
Maryland
$587K +$819 +7 +0.1%
SS
815
Simplicity Solutions
Minnesota
$587K -$17.9K -153 -3%
SC
816
Savant Capital
Illinois
$580K +$1.4K +12 +0.2%
PAMG
817
Patton Albertson Miller Group
Tennessee
$578K
WP
818
WealthSource Partners
California
$577K +$33.6K +287 +6%
FG
819
Fiduciary Group
Georgia
$576K +$13.7K +117 +2%
JCIA
820
Jackson Creek Investment Advisors
Colorado
$573K +$370K +3,162 +176%
NAM
821
NTV Asset Management
West Virginia
$572K
CCM
822
Coldstream Capital Management
Washington
$571K +$579K +4,945 New
WFC
823
Western Financial Corp
California
$571K +$579K +4,945 New
FWM
824
Forza Wealth Management
Florida
$570K +$578K +4,935 New
FPB
825
First PREMIER Bank
South Dakota
$570K +$5.85K +50 +1%