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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
851
Mission Wealth Management
California
$567K -$1.36K -11 -0.3%
AFP
852
Ausdal Financial Partners
Iowa
$564K +$494 +4 +0.1%
IA
853
IFP Advisors
Florida
$563K +$57.4K +464 +13%
RWA
854
Ropes Wealth Advisors
Massachusetts
$560K -$1.47M -11,929 -74%
HPC
855
HM Payson & Co
Maine
$560K
HWMG
856
Hurlow Wealth Management Group
Indiana
$558K
PMG
857
ProVise Management Group
Florida
$555K
AG
858
AIA Group
Hong Kong
$555K +$178K +1,440 +55%
BI
859
Berkeley Inc
Idaho
$553K -$24K -194 -5%
ABC
860
Associated Banc-Corp
Wisconsin
$553K +$63.2K +511 +14%
SP
861
Successful Portfolios
Florida
$552K -$191K -1,543 -28%
KFS
862
Kelly Financial Services
Massachusetts
$551K
CIAS
863
Capital Investment Advisory Services
North Carolina
$550K -$15.9K -129 -3%
Vontobel Holding
864
Vontobel Holding
Switzerland
$549K -$28.3K -229 -5%
WP
865
WealthSource Partners
California
$548K +$1.24K +10 +0.2%
CPSAC
866
Chas P. Smith & Associates (CPS)
Florida
$546K -$3.09K -25 -0.6%
AC
867
Aristides Capital
Kentucky
$546K
BMO
868
Beck Mack & Oliver
New York
$546K
RVPG
869
Relative Value Partners Group
$546K
RTC
870
Riverview Trust Company
Washington
$543K -$82.8K -670 -14%
MCWS
871
McKinley Carter Wealth Services
West Virginia
$543K
BIM
872
Bridges Investment Management
Nebraska
$541K -$12.4K -100 -2%
BRA
873
Bender Robert & Associates
California
$541K
IMOV
874
Investment Management of Virginia
Virginia
$541K
JWCA
875
J.W. Cole Advisors
Florida
$540K -$17.9K -145 -4%