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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
876
Delta Investment Management
California
$227K +$208K +3,000 New
MJP
877
Michael J. Puzo
$227K +$208K +3,000 New
SSG
878
Summit Securities Group
New York
$227K +$208K +3,000 New
CA
879
Calton & Associates
Florida
$226K -$26.4K -381 -11%
CCM
880
Copeland Capital Management
Pennsylvania
$224K -$1.07M -15,460 -84%
SAM
881
Silvercrest Asset Management
New York
$224K +$205K +2,959 New
DWT
882
Dorsey & Whitney Trust
South Dakota
$224K +$205K +2,964 New
FWM
883
Foresight Wealth Management
Utah
$222K +$203K +2,930 New
IP
884
Investment Partners
Ohio
$222K +$203K +2,936 New
ACM
885
AlphaStar Capital Management
North Carolina
$221K +$208K +3,008 New
AW
886
Alpha Windward
Massachusetts
$219K -$107K -1,538 -35%
RE
887
RBC Europe
United Kingdom
$219K
WA
888
Wealth Alliance
New York
$215K +$196K +2,832 New
MFG
889
Magnus Financial Group
New York
$215K +$197K +2,845 New
PVH
890
Psagot Value Holdings
Israel
$214K
GLA
891
Good Life Advisors
Pennsylvania
$214K +$194K +2,806 New
PAS
892
Partnervest Advisory Services
California
$214K +$196K +2,822 New
HC
893
HNP Capital
New York
$213K -$1.8M -25,905 -90%
MGIA
894
Moneta Group Investment Advisors
Missouri
$213K +$195K +2,812 New
SA
895
SRH Advisors
Kansas
$212K
QSS
896
Quantitative Systematic Strategies
Florida
$212K +$194K +2,798 New
AFS
897
Axiom Financial Strategies
Indiana
$212K +$194K +2,804 New
VRM
898
Vectors Research Management
New York
$211K
SWP
899
Summit Wealth Partners
Florida
$211K +$193K +2,780 New
First Manhattan
900
First Manhattan
New York
$210K +$69 +1 +0%