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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
Baystate Wealth Management
Massachusetts
$87K +$4.13K +64 +5%
FMB
852
Field & Main Bank
Kentucky
$83K -$12.9K -200 -14%
PFBT
853
Parkside Financial Bank & Trust
Missouri
$83K +$258 +4 +0.3%
EMG
854
ETF Managers Group
New Jersey
$82K +$27.8K +431 +36%
NEAM
855
New England Asset Management
Connecticut
$82K +$77.6K +1,203 New
PCG
856
Private Capital Group
Connecticut
$73K -$8.26K -128 -11%
TSW
857
Thompson Siegel & Walmsley
Virginia
$72K +$3.23K +50 +5%
IP
858
Intellectus Partners
California
$70K – – –
AWA
859
Acorn Wealth Advisors
Michigan
$67K +$2.32K +36 +4%
SMFS
860
Squar Milner Financial Services
California
$67K +$62.9K +975 New
FANJ
861
Financial Architects (New Jersey)
New Jersey
$62K +$323 +5 +0.6%
BCA
862
Bay Colony Advisors
Massachusetts
$62K +$58.1K +900 New
GLI
863
Guardian Life Insurance
New York
$60K +$9.48K +147 +20%
GRP
864
Global Retirement Partners
California
$57K +$129 +2 +0.2%
RWM
865
Raffa Wealth Management
District of Columbia
$56.7K – – –
EA
866
Edge Advisors
Georgia
$56K +$21.7K +337 +68%
MRCM
867
M&R Capital Management
New Jersey
$55K +$4.58K +71 +10%
CF
868
Centaurus Financial
California
$55K +$52.1K +808 New
RFA
869
Reilly Financial Advisors
California
$52K – – –
LA
870
Legacy Advisors
Pennsylvania
$52K +$39.4K +610 +407%
MWM
871
Mascoma Wealth Management
New Hampshire
$50K – – –
MFW
872
Mosaic Family Wealth
Missouri
$50K +$11K +170 +30%
BFC
873
Bedel Financial Consulting
Indiana
$48K – – –
Rockefeller Capital Management
874
Rockefeller Capital Management
New York
$44K +$41.2K +638 New
VIA
875
Vantage Investment Advisors
Pennsylvania
$43K – – –