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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
851
Spirit of America Management Corp
New York
$433K
TPWA
852
TRUE Private Wealth Advisors
Oregon
$427K -$11.8K -105 -3%
TC
853
Toews Corporation
New Jersey
$427K +$427K +3,800 New
TA
854
Tectonic Advisors
Texas
$426K +$109K +972 +35%
SWP
855
Summit Wealth Partners
Florida
$426K +$674 +6 +0.2%
CMO
856
Covenant Multifamily Offices
Texas
$425K +$6.07K +54 +2%
DSC
857
Duncker Streett & Co
Missouri
$423K -$32.5K -289 -7%
PFS
858
Physicians Financial Services
North Carolina
$422K -$11K -98 -3%
IP
859
Investment Partners
Ohio
$421K +$1.69K +15 +0.4%
AWM
860
Apollon Wealth Management
South Carolina
$420K +$102K +904 +32%
PIM
861
Penobscot Investment Management
Massachusetts
$419K
NEAM
862
New England Asset Management
Connecticut
$417K +$255K +2,269 +158%
AIC
863
Ameritas Investment Company
Nebraska
$416K +$218K +1,937 +110%
COF
864
Capital One Financial
Virginia
$413K
OCG
865
Opus Capital Group
Ohio
$412K -$312K -2,781 -43%
EWM
866
EPG Wealth Management
Georgia
$412K +$23.4K +208 +6%
CI
867
Conning Inc
Connecticut
$408K -$46.1M -410,417 -99%
IA
868
IFP Advisors
Florida
$408K -$17.6K -157 -4%
APP
869
Avantax Planning Partners
Iowa
$408K -$3.93K -35 -1%
SAM
870
Smithbridge Asset Management
Pennsylvania
$405K
CGL
871
Clarius Group LLC
Washington
$405K +$20.3K +181 +5%
Fisher Asset Management
872
Fisher Asset Management
Washington
$402K +$126K +1,126 +46%
CFIA
873
Cantor Fitzgerald Investment Advisors
New York
$401K +$41.6K +370 +12%
AOWM
874
Alpha Omega Wealth Management
Virginia
$399K -$10.7K -95 -3%
ABC
875
Associated Banc-Corp
Wisconsin
$398K