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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PHS
876
Pekin Hardy Strauss
Illinois
$227K +$207K +2,993 New
DIM
877
Delta Investment Management
California
$227K +$208K +3,000 New
MJP
878
Michael J. Puzo
$227K +$208K +3,000 New
SSG
879
Summit Securities Group
New York
$227K +$208K +3,000 New
CA
880
Calton & Associates
Florida
$226K -$26.4K -381 -11%
CCM
881
Copeland Capital Management
Pennsylvania
$224K -$1.07M -15,460 -84%
SAM
882
Silvercrest Asset Management
New York
$224K +$205K +2,959 New
DWT
883
Dorsey & Whitney Trust
South Dakota
$224K +$205K +2,964 New
FWM
884
Foresight Wealth Management
Utah
$222K +$203K +2,930 New
IP
885
Investment Partners
Ohio
$222K +$203K +2,936 New
ACM
886
AlphaStar Capital Management
North Carolina
$221K +$208K +3,008 New
AW
887
Alpha Windward
Massachusetts
$219K -$107K -1,538 -35%
RE
888
RBC Europe
United Kingdom
$219K – – –
WA
889
Wealth Alliance
New York
$215K +$196K +2,832 New
MFG
890
Magnus Financial Group
New York
$215K +$197K +2,845 New
PVH
891
Psagot Value Holdings
Israel
$214K – – –
GLA
892
Good Life Advisors
Pennsylvania
$214K +$194K +2,806 New
PAS
893
Partnervest Advisory Services
California
$214K +$196K +2,822 New
HC
894
HNP Capital
New York
$213K -$1.8M -25,905 -90%
MGIA
895
Moneta Group Investment Advisors
Missouri
$213K +$195K +2,812 New
SA
896
SRH Advisors
Kansas
$212K – – –
QSS
897
Quantitative Systematic Strategies
Florida
$212K +$194K +2,798 New
AFS
898
Axiom Financial Strategies
Indiana
$212K +$194K +2,804 New
VRM
899
Vectors Research Management
New York
$211K – – –
SWP
900
Summit Wealth Partners
Florida
$211K +$193K +2,780 New