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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
901
Harvest Fund Management
China
$102K – – –
IUHSA
902
Itau Unibanco Holding S.A.
Brazil
$102K +$107K +1,583 New
BBHC
903
Brown Brothers Harriman & Co
New York
$100K -$6.5K -96 -6%
ARMT
904
Amica Retiree Medical Trust
Rhode Island
$98K – – –
JCM
905
Jacobi Capital Management
Pennsylvania
$98K +$66.9K +987 +193%
Carson Wealth (CWM LLC)
906
Carson Wealth (CWM LLC)
Nebraska
$90K +$11.7K +173 +14%
BWM
907
Baystate Wealth Management
Massachusetts
$89K -$12.9K -190 -13%
PFBT
908
Parkside Financial Bank & Trust
Missouri
$89K +$10.4K +154 +13%
GEA
909
Glen Eagle Advisors
New Jersey
$83.3K -$948 -14 -1%
FFC
910
First Financial Corp
Indiana
$83K – – –
PCG
911
Private Capital Group
Connecticut
$81K -$745 -11 -0.9%
GRP
912
Global Retirement Partners
California
$79K +$25.2K +372 +44%
AF
913
Allworth Financial
California
$78K +$50.8K +750 +170%
CIAS
914
Capital Investment Advisory Services
North Carolina
$78K +$80.7K +1,192 New
PFGIA
915
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$43.7K +645 +129%
AC
916
Avestar Capital
New York
$72K +$2.44K +36 +3%
OFW
917
Omnia Family Wealth
Florida
$72K +$67.1K +991 +926%
CYG
918
Clean Yield Group
Vermont
$70K +$73.3K +1,082 New
MWNA
919
Marshall Wace North America
New York
$69K +$71.3K +1,052 New
SWA
920
Sutton Wealth Advisors
Florida
$67.2K +$37.3K +550 +114%
TSW
921
Thompson Siegel & Walmsley
Virginia
$66K – – –
CAL
922
Capital Advisors Ltd
Ohio
$63K – – –
GLI
923
Guardian Life Insurance
New York
$59K – – –
FANJ
924
Financial Architects (New Jersey)
New Jersey
$59K +$339 +5 +0.6%
SLF
925
Sun Life Financial
Ontario, Canada
$57K +$68 +1 +0.1%