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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
901
Legacy Capital Wealth Partners
Arkansas
$450K +$42.1K +445 +11%
LBC
902
Leigh Baldwin & Co
New York
$450K +$852 +9 +0.2%
WPW
903
Winthrop Partners - WNY
New York
$450K -$14.2K -150 -3%
SWM
904
Sandro Wealth Management
New Jersey
$447K +$7.85K +83 +2%
CCA
905
Checchi Capital Advisers
California
$444K -$25.9K -274 -6%
JWM
906
Jacksonville Wealth Management
Florida
$444K -$39.7K -420 -9%
OHWP
907
Oak Harbor Wealth Partners
North Carolina
$443K -$546K -5,765 -56%
SW
908
Simplicity Wealth
New Jersey
$441K +$35K +370 +9%
PWM
909
Perigon Wealth Management
California
$440K +$33.3K +352 +9%
ECA
910
Elevated Capital Advisors
Utah
$440K -$332K -3,506 -44%
MHIC
911
Marble Harbor Investment Counsel
Massachusetts
$436K – – –
CIA
912
Choate Investment Advisors
Massachusetts
$435K -$14.7K -155 -3%
DWML
913
Decker Wealth Management LLC
Tennessee
$435K – – –
RWC
914
Rare Wolf Capital
Washington
$432K -$9.94K -105 -2%
MSA
915
Marino Stram & Associates
Massachusetts
$432K -$43.3K -458 -9%
FPB
916
First PREMIER Bank
South Dakota
$428K -$2.46K -26 -0.6%
TNBTD
917
Trustmark National Bank Trust Department
Mississippi
$427K – – –
PCP
918
Proficio Capital Partners
Massachusetts
$424K +$409K +4,317 New
JE
919
JMAC Enterprises
Pennsylvania
$423K – – –
BLC
920
Brown, Lisle/Cummings
Rhode Island
$421K +$399K +4,221 +7,405%
SOAM
921
SBI Okasan Asset Management
Japan
$419K – – –
PGWM
922
Pitti Group Wealth Management
New York
$419K +$1.14K +12 +0.3%
BWM
923
BAM Wealth Management
Colorado
$418K +$402K +4,252 New
WAP
924
Wealthcare Advisory Partners
Pennsylvania
$418K -$147K -1,555 -27%
JSSH
925
J. Safra Sarasin Holding
$417K +$29.1K +307 +8%