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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
851
SNS Financial Group
Minnesota
$246K +$832 +12 +0.4%
SB
852
Strategic Blueprint
Georgia
$246K +$225K +3,253 New
NQWM
853
Northwest Quadrant Wealth Management
Oregon
$245K -$12.5K -181 -5%
BC
854
Burleson & Co
California
$242K – – –
CFIA
855
Cantor Fitzgerald Investment Advisors
New York
$242K – – –
MA
856
Montag & Associates
Georgia
$242K +$221K +3,195 New
BPB
857
Badgley, Phelps & Bell
Washington
$241K -$27.7K -400 -11%
GWM
858
Geneos Wealth Management
Colorado
$241K +$35.8K +516 +18%
Jacobs Levy Equity Management
859
Jacobs Levy Equity Management
New Jersey
$240K +$219K +3,162 New
Luther King Capital Management (LKCM)
860
Luther King Capital Management (LKCM)
Texas
$238K +$218K +3,139 New
AIM
861
AIA Investment Management
Singapore
$234K – – –
FFA
862
First Foundation Advisors
California
$234K +$214K +3,087 New
FCA
863
FLC Capital Advisors
California
$233K +$208K +3,000 New
OL
864
Optas LLC
Texas
$231K -$102K -1,478 -33%
CGL
865
Clarius Group LLC
Washington
$231K +$211K +3,049 New
SFG
866
SevenBridge Financial Group
Pennsylvania
$231K +$212K +3,054 New
OCPWS
867
One Charles Private Wealth Services
Massachusetts
$231K +$215K +3,103 New
GWAG
868
Garrett Wealth Advisory Group
Texas
$230K +$211K +3,045 New
AT
869
Arden Trust
Delaware
$229K -$24.1K -347 -10%
1WA
870
180 Wealth Advisors
Washington
$229K +$216K +3,120 New
CC
871
Centiva Capital
New York
$228K -$739K -10,662 -78%
SFA
872
Sequoia Financial Advisors
Ohio
$228K -$25K -361 -11%
GIP
873
Greatmark Investment Partners
Georgia
$228K +$209K +3,014 New
NFC
874
Northeast Financial Consultants
Connecticut
$227K -$291K -4,200 -58%
S
875
Seeyond
France
$227K -$5.54K -80 -3%