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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
826
Security National Trust
West Virginia
$402K
IAN
827
Integrated Advisors Network
Texas
$402K +$4.97K +54 +1%
KPW
828
Kore Private Wealth
New York
$401K -$48K -521 -11%
PMG
829
ProVise Management Group
Florida
$401K
GM
830
GeoWealth Management
Illinois
$399K -$19.7K -214 -5%
ISB
831
Iowa State Bank
Iowa
$398K -$7.09K -77 -2%
BIM
832
Bridges Investment Management
Nebraska
$398K
DL
833
DOHJ LLC
Washington
$397K +$276 +3 +0.1%
GT
834
Greenleaf Trust
Michigan
$396K +$84.5K +917 +29%
KFS
835
Kelly Financial Services
Massachusetts
$396K
BHWM
836
Bar Harbor Wealth Management
New Hampshire
$395K -$66.8K -725 -15%
UF
837
Univest Financial
Pennsylvania
$394K -$29.6K -321 -7%
IMOV
838
Investment Management of Virginia
Virginia
$394K +$29.9K +325 +9%
WP
839
WealthSource Partners
California
$392K -$18.1K -196 -5%
AC
840
Aristides Capital
Kentucky
$392K
BMO
841
Beck Mack & Oliver
New York
$392K
RVPG
842
Relative Value Partners Group
$392K
Vontobel Holding
843
Vontobel Holding
Switzerland
$391K -$9.49K -103 -3%
OPS
844
Orion Portfolio Solutions
Nebraska
$391K +$69.3K +752 +23%
AOWM
845
Alpha Omega Wealth Management
Virginia
$390K
PP
846
Pegasus Partners
Wisconsin
$387K -$275K -2,983 -43%
B
847
Barings
North Carolina
$387K -$37.6K -408 -9%
PFS
848
Physicians Financial Services
North Carolina
$387K
T
849
TRUADVICE
Florida
$387K
CCT
850
Country Club Trust
Missouri
$386K -$921 -10 -0.3%