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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SB
851
Strategic Blueprint
Georgia
$246K +$225K +3,253 New
NQWM
852
Northwest Quadrant Wealth Management
Oregon
$245K -$12.5K -181 -5%
BC
853
Burleson & Co
California
$242K
CFIA
854
Cantor Fitzgerald Investment Advisors
New York
$242K
MA
855
Montag & Associates
Georgia
$242K +$221K +3,195 New
BPB
856
Badgley, Phelps & Bell
Washington
$241K -$27.7K -400 -11%
GWM
857
Geneos Wealth Management
Colorado
$241K +$35.8K +516 +18%
Jacobs Levy Equity Management
858
Jacobs Levy Equity Management
New Jersey
$240K +$219K +3,162 New
Luther King Capital Management (LKCM)
859
Luther King Capital Management (LKCM)
Texas
$238K +$218K +3,139 New
AIM
860
AIA Investment Management
Singapore
$234K
FFA
861
First Foundation Advisors
California
$234K +$214K +3,087 New
FCA
862
FLC Capital Advisors
California
$233K +$208K +3,000 New
OL
863
Optas LLC
Texas
$231K -$102K -1,478 -33%
CGL
864
Clarius Group LLC
Washington
$231K +$211K +3,049 New
SFG
865
SevenBridge Financial Group
Pennsylvania
$231K +$212K +3,054 New
OCPWS
866
One Charles Private Wealth Services
Massachusetts
$231K +$215K +3,103 New
GWAG
867
Garrett Wealth Advisory Group
Texas
$230K +$211K +3,045 New
AT
868
Arden Trust
Delaware
$229K -$24.1K -347 -10%
1WA
869
180 Wealth Advisors
Washington
$229K +$216K +3,120 New
CC
870
Centiva Capital
New York
$228K -$739K -10,662 -78%
SFA
871
Sequoia Financial Advisors
Ohio
$228K -$25K -361 -11%
GIP
872
Greatmark Investment Partners
Georgia
$228K +$209K +3,014 New
NFC
873
Northeast Financial Consultants
Connecticut
$227K -$291K -4,200 -58%
S
874
Seeyond
France
$227K -$5.54K -80 -3%
PHS
875
Pekin Hardy Strauss
Illinois
$227K +$207K +2,993 New