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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
826
Carroll Financial Associates
North Carolina
$161K +$6.45K +100 +4%
RA
827
Rational Advisors
New York
$151K +$143K +2,213 New
CDIA
828
Capital Directions Investment Advisors
Georgia
$149K +$141K +2,186 New
PMFA
829
Plante Moran Financial Advisors
Michigan
$147K +$194 +3 +0.1%
1832 Asset Management
830
1832 Asset Management
Ontario, Canada
$139K – – –
SFG
831
SevenBridge Financial Group
Pennsylvania
$139K +$2.97K +46 +2%
PA
832
Parallel Advisors
California
$136K +$25.8K +400 +25%
OBWP
833
O'Brien Wealth Partners
Massachusetts
$132K – – –
HCM
834
Hilton Capital Management
New York
$129K +$122K +1,887 New
FL
835
Fort LP
Maryland
$121K +$114K +1,774 New
JAM
836
Jolley Asset Management
North Carolina
$120K – – –
GWM
837
Geneos Wealth Management
Colorado
$120K +$129 +2 +0.1%
CLOS
838
Compagnie Lombard Odier SCmA
Switzerland
$117K – – –
MCM
839
Manchester Capital Management
Vermont
$117K +$25K +388 +29%
AC
840
Avestar Capital
New York
$116K -$5.23K -81 -4%
SSB
841
Sandy Spring Bank
Maryland
$109K – – –
CWA
842
Clarus Wealth Advisors
Arizona
$109K +$114K +1,774 New
FPFS
843
First Personal Financial Services
North Carolina
$108K +$4.26K +66 +4%
AP
844
Advisors Preferred
Maryland
$107K +$54.4K +843 +116%
BBHC
845
Brown Brothers Harriman & Co
New York
$105K – – –
ARMT
846
Amica Retiree Medical Trust
Rhode Island
$103K – – –
OIA
847
Optimum Investment Advisors
Illinois
$96K – – –
GEA
848
Glen Eagle Advisors
New Jersey
$88.3K -$8.13K -126 -9%
SIC
849
Salem Investment Counselors
North Carolina
$88K – – –
FFC
850
First Financial Corp
Indiana
$87K – – –