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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
876
Paragon Private Wealth Management
Kentucky
$475K +$142K +1,215 +42%
JWCA
877
J.W. Cole Advisors
Florida
$473K +$234 +2 +0%
BI
878
Berkeley Inc
Idaho
$471K +$819 +7 +0.2%
FMWA
879
Forvis Mazars Wealth Advisors
Missouri
$471K +$40.7K +348 +9%
PGWM
880
Pitti Group Wealth Management
New York
$470K +$15.8K +135 +3%
PMG
881
ProVise Management Group
Florida
$470K +$702 +6 +0.1%
PHIC
882
Pine Haven Investment Counsel
Massachusetts
$467K -$14.2K -121 -3%
CIAS
883
Capital Investment Advisory Services
North Carolina
$467K -$24.5K -209 -5%
TA
884
TFG Advisers
Michigan
$467K +$2.58K +22 +0.5%
KFS
885
Kelly Financial Services
Massachusetts
$466K
1WA
886
180 Wealth Advisors
Washington
$466K +$58.9K +503 +14%
CGL
887
Clarius Group LLC
Washington
$465K -$1.75K -15 -0.4%
AC
888
Aristides Capital
Kentucky
$462K
BMO
889
Beck Mack & Oliver
New York
$462K
SS
890
Sunbelt Securities
Texas
$460K +$7.14K +61 +2%
SWM
891
Segment Wealth Management
Texas
$460K
SFA
892
Sequoia Financial Advisors
Ohio
$457K +$120K +1,028 +35%
IA
893
Insight Advisors
Pennsylvania
$457K -$46.3K -396 -9%
AssetMark Inc
894
AssetMark Inc
California
$456K -$819 -7 -0.2%
NHT
895
New Hampshire Trust
New Hampshire
$456K +$462K +3,946 New
CI
896
Cigna Investments
Connecticut
$455K +$117 +1 +0%
BIM
897
Bridges Investment Management
Nebraska
$452K -$5.85K -50 -1%
RTC
898
Riverview Trust Company
Washington
$451K -$54.1K -462 -11%
SP
899
Successful Portfolios
Florida
$451K -$4.68K -40 -1%
CCM
900
Carderock Capital Management
Maryland
$451K