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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
851
Private Capital Group
Connecticut
$73K -$8.26K -128 -11%
TSW
852
Thompson Siegel & Walmsley
Virginia
$72K +$3.23K +50 +5%
IP
853
Intellectus Partners
California
$70K
AWA
854
Acorn Wealth Advisors
Michigan
$67K +$2.32K +36 +4%
SMFS
855
Squar Milner Financial Services
California
$67K +$62.9K +975 New
FANJ
856
Financial Architects (New Jersey)
New Jersey
$62K +$323 +5 +0.6%
BCA
857
Bay Colony Advisors
Massachusetts
$62K +$58.1K +900 New
GLI
858
Guardian Life Insurance
New York
$60K +$9.48K +147 +20%
GRP
859
Global Retirement Partners
California
$57K +$129 +2 +0.2%
RWM
860
Raffa Wealth Management
District of Columbia
$56.7K
EA
861
Edge Advisors
Georgia
$56K +$21.7K +337 +68%
MRCM
862
M&R Capital Management
New Jersey
$55K +$4.58K +71 +10%
CF
863
Centaurus Financial
California
$55K +$52.1K +808 New
RFA
864
Reilly Financial Advisors
California
$52K
LA
865
Legacy Advisors
Pennsylvania
$52K +$39.4K +610 +407%
MWM
866
Mascoma Wealth Management
New Hampshire
$50K
MFW
867
Mosaic Family Wealth
Missouri
$50K +$11K +170 +30%
BFC
868
Bedel Financial Consulting
Indiana
$48K
Rockefeller Capital Management
869
Rockefeller Capital Management
New York
$44K +$41.2K +638 New
VIA
870
Vantage Investment Advisors
Pennsylvania
$43K
VFA
871
Valeo Financial Advisors
Indiana
$42K -$15.4K -238 -29%
YWP
872
YorkBridge Wealth Partners
New York
$41K
BAMG
873
Brand Asset Management Group
Missouri
$41K +$38.7K +600 New
ACS
874
Archford Capital Strategies
Illinois
$40K +$37.7K +585 New
LWA
875
Lenox Wealth Advisors
New York
$38K -$127K -1,974 -78%