We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
851
Good Life Advisors
Pennsylvania
$283K +$4.74K +57 +2%
KWMG
852
King Wealth Management Group
Florida
$281K – – –
SWA
853
SFMG Wealth Advisors
Texas
$279K – – –
BC
854
Burleson & Co
California
$277K – – –
IWS
855
Insight Wealth Strategies
California
$277K +$278K +3,350 New
HI
856
Horizon Investments
North Carolina
$273K -$533K -6,418 -66%
RGC
857
Roberts, Glore & Co
Illinois
$273K – – –
CAM
858
Columbia Asset Management
Michigan
$272K – – –
WMA
859
Wealth Management Associates
New Jersey
$270K +$272K +3,267 New
FEM
860
Fulcrum Equity Management
Texas
$269K +$12.1K +145 +5%
SFG
861
SevenBridge Financial Group
Pennsylvania
$269K +$102K +1,225 +60%
UF
862
Univest Financial
Pennsylvania
$268K -$84.9K -1,021 -24%
ACG
863
Allen Capital Group
Nebraska
$268K – – –
BCI
864
Brinker Capital Investments
Pennsylvania
$268K +$15.5K +187 +6%
SFG
865
SNS Financial Group
Minnesota
$266K – – –
DCM
866
Dupont Capital Management
Delaware
$265K -$1.01M -12,135 -79%
CFIA
867
Cantor Fitzgerald Investment Advisors
New York
$265K – – –
WI
868
WrapManager Inc
California
$263K +$18.4K +221 +7%
SFA
869
Sequoia Financial Advisors
Ohio
$262K -$20K -241 -7%
GWM
870
Geneos Wealth Management
Colorado
$262K +$23.9K +288 +10%
FCA
871
FLC Capital Advisors
California
$261K -$83.1K -1,000 -24%
LC
872
Lindbrook Capital
California
$260K +$3.32K +40 +1%
CIAS
873
Capital Investment Advisory Services
North Carolina
$259K – – –
SBA
874
Secrest Blakey & Associates
North Carolina
$258K -$12.3K -148 -5%
BCA
875
Bay Colony Advisors
Massachusetts
$258K +$259K +3,113 New
33 34
35
36 37