We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
826
Jacksonville Wealth Management
Florida
$863K +$2.71K +18 +0.3%
MC
827
Middleton & Co
Massachusetts
$863K – – –
JCM
828
Jacobi Capital Management
Pennsylvania
$859K -$85.5K -568 -9%
BTC
829
Bank & Trust Company
Illinois
$856K – – –
VSQM
830
V-Square Quantitative Management
Illinois
$855K -$131K -872 -13%
PDM
831
Penn Davis McFarland
Texas
$855K – – –
SWM
832
Segment Wealth Management
Texas
$855K -$118K -784 -12%
AAIS
833
ABN AMRO Investment Solutions
$847K – – –
VCM
834
Voleon Capital Management
California
$846K +$876K +5,818 New
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$845K -$15.4K -102 -2%
GWM
836
Geneos Wealth Management
Colorado
$845K +$451K +2,994 +106%
SHFA
837
SC&H Financial Advisors
Maryland
$844K -$15.1K -100 -2%
BAM
838
Blueshift Asset Management
New Jersey
$843K +$872K +5,794 New
CIEC
839
Crédit Industriel et Commercial
France
$842K +$434K +2,880 +99%
BOJHT
840
Bank of Jackson Hole Trust
Wyoming
$838K +$92.9K +617 +12%
BBA
841
Baader Bank Aktiengesellschaft
Germany
$837K -$78.6K -522 -8%
MWM
842
Modera Wealth Management
New Jersey
$836K – – –
MGIA
843
Moneta Group Investment Advisors
Missouri
$835K +$32.5K +216 +4%
FWM
844
Forza Wealth Management
Florida
$834K – – –
BHBT
845
Burke & Herbert Bank & Trust
Virginia
$833K – – –
RWP
846
RWA Wealth Partners
Massachusetts
$832K -$39.3K -261 -4%
OAM
847
Ostrum Asset Management
France
$831K -$24.7K -164 -3%
HFA
848
High Falls Advisors
New York
$827K -$160K -1,062 -16%
SWA
849
Stratos Wealth Advisors
Ohio
$824K -$56.3K -374 -6%
HAG
850
HighPoint Advisor Group
Illinois
$822K -$14.3K -95 -2%
32 33
34
35 36