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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
851
Cribstone Capital Management
Maine
$9K -$5.87K -100 -40%
LWA
852
Lowe Wealth Advisors
Maryland
$9K – – –
PCA
853
Peddock Capital Advisors
Massachusetts
$9K – – –
OFW
854
Omnia Family Wealth
Florida
$8K +$5.23K +89 +159%
NCM
855
New Capital Management
Texas
$7K – – –
SAM
856
Solaris Asset Management
New York
$7K +$6.75K +115 New
IWM
857
IHT Wealth Management
Illinois
$6K -$14.4K -245 -12%
AWM
858
AllSquare Wealth Management
New York
$6K – – –
TFO
859
Tarbox Family Office
California
$6K – – –
TG
860
TLP Group
Illinois
$6K +$6.46K +110 New
FMA
861
FNY Managed Accounts
New York
$5K -$12.3K -210 -70%
AWMS
862
Advocacy Wealth Management Services
Georgia
$5K – – –
DAM
863
Delta Asset Management
Tennessee
$5K – – –
FPS
864
Fieldpoint Private Securities
Connecticut
$5K +$5.64K +96 New
AA
865
AlphaMark Advisors
Kentucky
$4K – – –
PCP
866
Proficio Capital Partners
Massachusetts
$4K +$939 +16 +35%
NC
867
NewSquare Capital
Pennsylvania
$3K – – –
AssetMark Inc
868
AssetMark Inc
California
$3K +$2.58K +44 +2,200%
TIM
869
Tortoise Investment Management
New York
$2K -$1.12K -19 -36%
CAW
870
Cornerstone Advisors (Washington)
Washington
$2K – – –
MWM
871
Mascoma Wealth Management
New Hampshire
$2K – – –
MA
872
MCF Advisors
Kentucky
$2K – – –
Carson Wealth (CWM LLC)
873
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.29K +39 New
RI
874
Redwood Investments
Massachusetts
$1K – – –
MWM
875
MinichMacGregor Wealth Management
New York
$1K +$117 +2 +8%