We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
851
Groesbeck Investment Management
New Jersey
$340K +$337K +4,000 New
GT
852
Greenleaf Trust
Michigan
$339K +$3.21K +38 +1%
VC
853
Veracity Capital
Georgia
$339K +$336K +3,985 New
HB
854
Homrich & Berg
Georgia
$338K +$2.53K +30 +0.8%
GH
855
GAM Holding
Switzerland
$336K -$553K -6,555 -62%
SWA
856
Stratos Wealth Advisors
Ohio
$334K +$7.34K +87 +2%
MCM
857
MAI Capital Management
Ohio
$333K -$422 -5 -0.1%
MJP
858
Michael J. Puzo
$332K – – –
FMLI
859
Fukoku Mutual Life Insurance
Japan
$332K +$75.9K +900 +30%
JGUA
860
John G. Ullman & Associates
New York
$331K – – –
NIM
861
NuWave Investment Management
New Jersey
$328K -$42.5K -504 -12%
IWM
862
IHT Wealth Management
Illinois
$327K -$84.7K -1,004 -21%
BAM
863
Berkshire Asset Management
Pennsylvania
$326K -$160K -1,895 -33%
NQWM
864
Northwest Quadrant Wealth Management
Oregon
$326K -$59.9K -710 -16%
BO
865
Bank OZK
Arkansas
$326K -$37.9K -449 -10%
CA
866
Calton & Associates
Florida
$326K +$11.9K +141 +4%
PAS
867
Professional Advisory Services
Florida
$325K – – –
SIC
868
Schwartz Investment Counsel
Michigan
$323K – – –
RZH
869
Relyea Zuckerberg Hanson
Connecticut
$323K +$320K +3,797 New
UF
870
Univest Financial
Pennsylvania
$322K +$173K +2,055 +63%
FRM
871
Fox Run Management
Connecticut
$319K +$316K +3,745 New
DA
872
Detalus Advisors
Missouri
$319K +$316K +3,751 New
WP
873
WealthPLAN Partners
Nebraska
$318K +$6.16K +73 +2%
SP
874
Successful Portfolios
Florida
$317K -$2.36K -28 -0.7%
LOAME
875
Lombard Odier Asset Management (Europe)
United Kingdom
$316K – – –
33 34
35
36 37