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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CA
876
Claro Advisors
Massachusetts
$313K +$5.23K +62 +2%
FA
877
Faithward Advisors
Pennsylvania
$313K +$311K +3,682 New
SFA
878
Sequoia Financial Advisors
Ohio
$312K +$42.9K +509 +16%
AssetMark Inc
879
AssetMark Inc
California
$311K -$2.02M -23,928 -87%
HIC
880
Holderness Investments Company
North Carolina
$311K
CHA
881
Cooper/Haims Advisors
New York
$311K +$84 +1 +0%
EWA
882
EP Wealth Advisors
California
$309K +$58.5K +694 +24%
MFG
883
Magnus Financial Group
New York
$307K +$99K +1,173 +48%
SAM
884
Smithbridge Asset Management
Pennsylvania
$306K
SM
885
Sciencast Management
New Jersey
$306K +$304K +3,600 New
AWE
886
Avidian Wealth Enterprises
Texas
$305K +$303K +3,587 New
CIAS
887
Capital Investment Advisory Services
North Carolina
$303K +$36.9K +437 +14%
MCWS
888
McKinley Carter Wealth Services
West Virginia
$302K +$759 +9 +0.3%
MSA
889
Marino Stram & Associates
Massachusetts
$302K +$6.5K +77 +2%
WG
890
Winton Group
United Kingdom
$299K +$591 +7 +0.2%
PMG
891
ProVise Management Group
Florida
$299K +$68.6K +813 +30%
BHIA
892
Birch Hill Investment Advisors
Massachusetts
$298K
DT
893
Diversified Trust
Tennessee
$298K +$296K +3,508 New
IMOV
894
Investment Management of Virginia
Virginia
$296K -$2.11K -25 -0.7%
BC
895
Burleson & Co
California
$296K
Fisher Asset Management
896
Fisher Asset Management
Washington
$295K +$69.9K +829 +31%
CC
897
ClearArc Capital
Ohio
$294K -$115K -1,359 -28%
RMDI
898
R.M. Davis Inc
Maine
$294K
SDH
899
Sloy Dahl & Holst
Washington
$293K +$291K +3,455 New
GLA
900
Good Life Advisors
Pennsylvania
$291K -$3.96K -47 -1%