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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
876
Valeo Financial Advisors
Indiana
$42K -$15.4K -238 -29%
YWP
877
YorkBridge Wealth Partners
New York
$41K – – –
BAMG
878
Brand Asset Management Group
Missouri
$41K +$38.7K +600 New
ACS
879
Archford Capital Strategies
Illinois
$40K +$37.7K +585 New
LWA
880
Lenox Wealth Advisors
New York
$38K -$127K -1,974 -78%
HI
881
Hudock Inc
Pennsylvania
$36K +$65 +1 +0.2%
EFSCE
882
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$3.81K -59 -10%
JCM
883
Jacobi Capital Management
Pennsylvania
$35K +$5.29K +82 +19%
CB
884
Community Bank
New York
$34K – – –
TFS
885
TrustCore Financial Services
Tennessee
$34K – – –
WWM
886
Willingdon Wealth Management
North Carolina
$34K – – –
SWA
887
Sutton Wealth Advisors
Florida
$32.9K – – –
JFGIW
888
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K – – –
OFS
889
Orrstown Financial Services
Pennsylvania
$31K – – –
RIA
890
RPG Investment Advisory
California
$31K – – –
Carson Wealth (CWM LLC)
891
Carson Wealth (CWM LLC)
Nebraska
$31K +$16.5K +256 +128%
AF
892
Allworth Financial
California
$30K -$3.23K -50 -10%
AIM
893
Advantage Investment Management
Iowa
$30K – – –
AIM
894
Arcadia Investment Management
Michigan
$30K – – –
GI
895
Gradient Investments
Minnesota
$30K +$4.9K +76 +21%
SMG
896
Spectrum Management Group
Indiana
$29K -$1.92M -29,767 -99%
QCG
897
Quadrant Capital Group
Ohio
$29K +$4.39K +68 +19%
AWM
898
Avior Wealth Management
Nebraska
$28K – – –
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$10.5K -163 -29%
PO
900
Private Ocean
California
$25K – – –