We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
826
RWA Wealth Partners
Massachusetts
$777K +$56.9K +410 +7%
SQA
827
Simon Quick Advisors
New Jersey
$777K +$12.3K +89 +1%
AC
828
AlphaCore Capital
California
$774K -$217K -1,561 -20%
GAM
829
Groupama Asset Management
France
$771K +$349K +2,514 +70%
PWA
830
Provenance Wealth Advisors
Florida
$767K – – –
CAM
831
Covenant Asset Management
New Jersey
$757K -$121K -873 -13%
BIG
832
Brooklyn Investment Group
New York
$757K -$13K -94 -2%
MGIA
833
Moneta Group Investment Advisors
Missouri
$749K +$23K +166 +3%
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$749K – – –
CA
835
Cornerstone Advisors
North Carolina
$748K -$1.01M -7,300 -55%
BIAS
836
Beacon Investment Advisory Services
New Jersey
$747K -$118K -850 -13%
EAM
837
Eventide Asset Management
Massachusetts
$746K -$92.8K -669 -10%
BTC
838
Bank & Trust Company
Illinois
$746K – – –
PDM
839
Penn Davis McFarland
Texas
$745K – – –
CIEC
840
Crédit Industriel et Commercial
France
$744K +$10.5K +76 +1%
AAIS
841
ABN AMRO Investment Solutions
$738K – – –
JWM
842
Jacksonville Wealth Management
Florida
$738K -$16.2K -117 -2%
FMII
843
Farmers & Merchants Investments Inc
Nebraska
$736K – – –
SHFA
844
SC&H Financial Advisors
Maryland
$735K – – –
MWM
845
Modera Wealth Management
New Jersey
$730K +$1.11K +8 +0.1%
PCP
846
Perbak Capital Partners
United Kingdom
$728K +$797K +5,744 New
GT
847
Greenleaf Trust
Michigan
$727K -$108K -781 -12%
FWM
848
Forza Wealth Management
Florida
$727K – – –
CAM
849
Cresset Asset Management
Illinois
$726K +$54.2K +391 +7%
BHBT
850
Burke & Herbert Bank & Trust
Virginia
$726K – – –
32 33
34
35 36