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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
826
Cooper/Haims Advisors
New York
$292K +$150 +2 +0.1%
BB
827
Busey Bank
Illinois
$291K -$1.13K -15 -0.4%
BC
828
Burleson & Co
California
$290K
MG
829
Mather Group
Illinois
$288K -$83.1K -1,106 -23%
BO
830
Bank OZK
Arkansas
$287K -$15.2K -203 -5%
SAM
831
Smithbridge Asset Management
Pennsylvania
$287K
SWM
832
SeaCrest Wealth Management
New York
$285K -$2.93K -39 -1%
PMG
833
ProVise Management Group
Florida
$282K
SCM
834
Stevens Capital Management
Pennsylvania
$282K +$265K +3,530 New
IMOV
835
Investment Management of Virginia
Virginia
$281K
OPS
836
Orion Portfolio Solutions
Nebraska
$280K +$73.5K +979 +39%
PAS
837
Professional Advisory Services
Florida
$279K -$20.7K -275 -7%
MAFM
838
Mid Atlantic Financial Management
Pennsylvania
$278K -$55.1K -734 -19%
LIM
839
Leavell Investment Management
Alabama
$278K -$42.4K -565 -14%
MCWS
840
McKinley Carter Wealth Services
West Virginia
$278K -$7.36K -98 -3%
Luther King Capital Management (LKCM)
841
Luther King Capital Management (LKCM)
Texas
$278K +$26.1K +347 +11%
SIC
842
Schwartz Investment Counsel
Michigan
$276K
CA
843
Clearstead Advisors
Ohio
$273K -$67.4K -898 -21%
AA
844
ALPS Advisors
Colorado
$273K +$8.19K +109 +3%
OC
845
Oarsman Capital
Wisconsin
$272K -$22.5K -300 -8%
AWM
846
Altavista Wealth Management
North Carolina
$272K +$3.68K +49 +1%
IWM
847
IHT Wealth Management
Illinois
$272K +$10.3K +137 +4%
LS
848
Livforsakringsbolaget Skandia
Sweden
$271K
ACM
849
AlphaStar Capital Management
North Carolina
$271K +$22.4K +298 +10%
RGC
850
Roberts, Glore & Co
Illinois
$267K