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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
851
Optimum Investment Advisors
Illinois
$188K +$82.6K +1,150 +82%
FLI
852
Family Legacy Inc
South Carolina
$185K – – –
WC
853
Whitnell & Co
Illinois
$184K – – –
APP
854
Avantax Planning Partners
Iowa
$180K +$176K +2,449 New
PA
855
Parallel Advisors
California
$178K +$30.6K +426 +21%
CPA
856
Cowen Prime Advisors
New York
$177K – – –
FGAM
857
Financial Gravity Asset Management
Texas
$171K +$19.5K +271 +11%
GP
858
Girard Partners
Pennsylvania
$164K +$161K +2,238 New
GWM
859
Geneos Wealth Management
Colorado
$162K +$31.5K +438 +25%
VRM
860
Vectors Research Management
New York
$158K +$167K +2,323 New
CFA
861
Carroll Financial Associates
North Carolina
$153K -$20.1K -280 -12%
EDRH
862
Edmond de Rothschild Holding
Switzerland
$151K +$148K +2,054 New
SFG
863
SevenBridge Financial Group
Pennsylvania
$149K – – –
1832 Asset Management
864
1832 Asset Management
Ontario, Canada
$148K – – –
PMFA
865
Plante Moran Financial Advisors
Michigan
$142K -$16K -223 -10%
OBWP
866
O'Brien Wealth Partners
Massachusetts
$142K – – –
HCM
867
Hilton Capital Management
New York
$139K – – –
TPWA
868
TRUE Private Wealth Advisors
Oregon
$137K +$133K +1,857 New
EMG
869
ETF Managers Group
New Jersey
$135K +$13.8K +192 +12%
CWA
870
Clarus Wealth Advisors
Arizona
$129K -$1.22K -17 -1%
MFW
871
Mosaic Family Wealth
Missouri
$128K +$83K +1,155 +157%
CLOS
872
Compagnie Lombard Odier SCmA
Switzerland
$127K – – –
MCM
873
Manchester Capital Management
Vermont
$127K – – –
CPH
874
C Partners Holding
Switzerland
$124K -$136K -1,899 -53%
BBHC
875
Brown Brothers Harriman & Co
New York
$120K +$6.9K +96 +6%