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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
FLI
851
Family Legacy Inc
South Carolina
$185K
WC
852
Whitnell & Co
Illinois
$184K
APP
853
Avantax Planning Partners
Iowa
$180K +$176K +2,449 New
PA
854
Parallel Advisors
California
$178K +$30.6K +426 +21%
CPA
855
Cowen Prime Advisors
New York
$177K
FGAM
856
Financial Gravity Asset Management
Texas
$171K +$19.5K +271 +11%
GP
857
Girard Partners
Pennsylvania
$164K +$161K +2,238 New
GWM
858
Geneos Wealth Management
Colorado
$162K +$31.5K +438 +25%
VRM
859
Vectors Research Management
New York
$158K +$167K +2,323 New
CFA
860
Carroll Financial Associates
North Carolina
$153K -$20.1K -280 -12%
EDRH
861
Edmond de Rothschild Holding
Switzerland
$151K +$148K +2,054 New
SFG
862
SevenBridge Financial Group
Pennsylvania
$149K
1832 Asset Management
863
1832 Asset Management
Ontario, Canada
$148K
PMFA
864
Plante Moran Financial Advisors
Michigan
$142K -$16K -223 -10%
OBWP
865
O'Brien Wealth Partners
Massachusetts
$142K
HCM
866
Hilton Capital Management
New York
$139K
TPWA
867
TRUE Private Wealth Advisors
Oregon
$137K +$133K +1,857 New
EMG
868
ETF Managers Group
New Jersey
$135K +$13.8K +192 +12%
CWA
869
Clarus Wealth Advisors
Arizona
$129K -$1.22K -17 -1%
MFW
870
Mosaic Family Wealth
Missouri
$128K +$83K +1,155 +157%
CLOS
871
Compagnie Lombard Odier SCmA
Switzerland
$127K
MCM
872
Manchester Capital Management
Vermont
$127K
CPH
873
C Partners Holding
Switzerland
$124K -$136K -1,899 -53%
BBHC
874
Brown Brothers Harriman & Co
New York
$120K +$6.9K +96 +6%
FPFS
875
First Personal Financial Services
North Carolina
$117K