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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
DL
826
DOHJ LLC
Washington
$277K +$265K +3,818 New
SWM
827
SeaCrest Wealth Management
New York
$273K -$26.3K -380 -10%
SAM
828
Smithbridge Asset Management
Pennsylvania
$273K – – –
MCWS
829
McKinley Carter Wealth Services
West Virginia
$271K +$2.84K +41 +1%
IFP Advisors
830
IFP Advisors
Florida
$270K -$30.8K -445 -11%
PMG
831
ProVise Management Group
Florida
$268K +$1.87K +27 +0.8%
IMOV
832
Investment Management of Virginia
Virginia
$267K +$3.46K +50 +1%
Wealthspire Advisors (Maryland)
833
Wealthspire Advisors (Maryland)
Maryland
$266K -$146K -2,105 -37%
WP
834
Wedgewood Partners
Missouri
$265K -$10.4K -150 -4%
SIC
835
Schwartz Investment Counsel
Michigan
$262K -$23.7K -342 -9%
OR
836
Olympiad Research
Connecticut
$257K -$94.9K -1,369 -29%
Livforsakringsbolaget Skandia
837
Livforsakringsbolaget Skandia
Sweden
$257K – – –
SWA
838
SFMG Wealth Advisors
Texas
$255K – – –
PCM
839
Prelude Capital Management
New York
$255K +$233K +3,361 New
AWM
840
Altavista Wealth Management
North Carolina
$254K +$233K +3,357 New
RGC
841
Roberts, Glore & Co
Illinois
$253K -$76.2K -1,100 -25%
R.M. Davis Inc
842
R.M. Davis Inc
Maine
$252K -$11.4K -165 -5%
I
843
IberiaBank
Louisiana
$251K -$343K -4,952 -60%
ALPS Advisors
844
ALPS Advisors
Colorado
$251K -$25.8K -372 -10%
FEM
845
Fulcrum Equity Management
Texas
$250K +$228K +3,294 New
PIA
846
Powell Investment Advisors
Florida
$249K +$347 +5 +0.2%
WP
847
WealthPLAN Partners
Nebraska
$249K +$1.04K +15 +0.5%
IHT Wealth Management
848
IHT Wealth Management
Illinois
$248K -$6.45K -93 -3%
BCV
849
Banque Cantonale Vaudoise
Switzerland
$248K – – –
Exencial Wealth Advisors
850
Exencial Wealth Advisors
Oklahoma
$247K +$226K +3,255 New