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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BPB
876
Badgley, Phelps & Bell
Washington
$314K +$5.06K +60 +2%
CA
877
Claro Advisors
Massachusetts
$313K +$5.23K +62 +2%
FA
878
Faithward Advisors
Pennsylvania
$313K +$311K +3,682 New
SFA
879
Sequoia Financial Advisors
Ohio
$312K +$42.9K +509 +16%
AssetMark Inc
880
AssetMark Inc
California
$311K -$2.02M -23,928 -87%
HIC
881
Holderness Investments Company
North Carolina
$311K – – –
CHA
882
Cooper/Haims Advisors
New York
$311K +$84 +1 +0%
EWA
883
EP Wealth Advisors
California
$309K +$58.5K +694 +24%
MFG
884
Magnus Financial Group
New York
$307K +$99K +1,173 +48%
SAM
885
Smithbridge Asset Management
Pennsylvania
$306K – – –
SM
886
Sciencast Management
New Jersey
$306K +$304K +3,600 New
AWE
887
Avidian Wealth Enterprises
Texas
$305K +$303K +3,587 New
CIAS
888
Capital Investment Advisory Services
North Carolina
$303K +$36.9K +437 +14%
MCWS
889
McKinley Carter Wealth Services
West Virginia
$302K +$759 +9 +0.3%
MSA
890
Marino Stram & Associates
Massachusetts
$302K +$6.5K +77 +2%
WG
891
Winton Group
United Kingdom
$299K +$591 +7 +0.2%
PMG
892
ProVise Management Group
Florida
$299K +$68.6K +813 +30%
BHIA
893
Birch Hill Investment Advisors
Massachusetts
$298K – – –
DT
894
Diversified Trust
Tennessee
$298K +$296K +3,508 New
IMOV
895
Investment Management of Virginia
Virginia
$296K -$2.11K -25 -0.7%
BC
896
Burleson & Co
California
$296K – – –
Fisher Asset Management
897
Fisher Asset Management
Washington
$295K +$69.9K +829 +31%
CC
898
ClearArc Capital
Ohio
$294K -$115K -1,359 -28%
RMDI
899
R.M. Davis Inc
Maine
$294K – – –
SDH
900
Sloy Dahl & Holst
Washington
$293K +$291K +3,455 New