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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
826
Mission Wealth Management
California
$469K +$22.2K +198 +5%
CIAS
827
Capital Investment Advisory Services
North Carolina
$468K -$219K -1,952 -32%
LFA
828
Legacy Financial Advisors
Kentucky
$466K +$10.6K +94 +2%
Greenleaf Trust
829
Greenleaf Trust
Michigan
$465K +$6.52K +58 +1%
AFP
830
Ausdal Financial Partners
Iowa
$464K -$2.36K -21 -0.5%
JWCA
831
J.W. Cole Advisors
Florida
$462K +$17.9K +159 +4%
HM Payson & Co
832
HM Payson & Co
Maine
$461K -$33.7K -300 -7%
Employees Retirement System of Texas
833
Employees Retirement System of Texas
Texas
$461K +$461K +4,100 New
RZH
834
Relyea Zuckerberg Hanson
Connecticut
$459K +$11K +98 +2%
PMG
835
ProVise Management Group
Florida
$457K -$3.03K -27 -0.7%
Lido Advisors
836
Lido Advisors
California
$457K +$457K +4,071 New
Bridges Investment Management
837
Bridges Investment Management
Nebraska
$456K – – –
PGIM Custom Harvest
838
PGIM Custom Harvest
New Jersey
$456K +$128K +1,140 +39%
KFS
839
Kelly Financial Services
Massachusetts
$454K – – –
CPSAC
840
Chas P. Smith & Associates (CPS)
Florida
$453K – – –
RCAG
841
Rehmann Capital Advisory Group
Michigan
$453K -$31.9K -284 -7%
Empirical Finance
842
Empirical Finance
Pennsylvania
$452K +$25.1K +223 +6%
AC
843
Aristides Capital
Kentucky
$450K – – –
Beck Mack & Oliver
844
Beck Mack & Oliver
New York
$450K – – –
RVPG
845
Relative Value Partners Group
$450K – – –
WP
846
WealthSource Partners
California
$450K – – –
MCWS
847
McKinley Carter Wealth Services
West Virginia
$447K +$44.9K +400 +11%
NFG
848
Nations Financial Group
Iowa
$447K +$446K +3,970 New
IMOV
849
Investment Management of Virginia
Virginia
$445K -$8.43K -75 -2%
OPPTF
850
OPSEU Pension Plan Trust Fund
Ontario, Canada
$444K -$21.9K -195 -5%