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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
901
Roberts, Glore & Co
Illinois
$365K -$3.6K -32 -1%
GLA
902
Good Life Advisors
Pennsylvania
$365K +$64.1K +571 +21%
VWM
903
Vigilare Wealth Management
Arizona
$363K -$30K -267 -8%
SAM
904
Strategy Asset Managers
California
$362K -$778K -6,923 -68%
WA
905
WBH Advisory
Maryland
$362K +$112 +1 +0%
MKC
906
M. Kraus & Co
Vermont
$362K +$6.18K +55 +2%
OC
907
Oarsman Capital
Wisconsin
$358K -$30.3K -270 -8%
PCP
908
Proficio Capital Partners
Massachusetts
$356K -$29.1K -259 -8%
LIM
909
Longfellow Investment Management
Massachusetts
$355K – – –
KFI
910
Key Financial Inc
Pennsylvania
$355K +$562 +5 +0.2%
TF
911
Tompkins Financial
New York
$355K +$354K +3,153 New
MAFM
912
Mid Atlantic Financial Management
Pennsylvania
$354K +$449 +4 +0.1%
WA
913
Wealth Alliance
New York
$351K -$32.6K -290 -8%
MWM
914
Mattern Wealth Management
Kansas
$350K -$1.8K -16 -0.5%
SFG
915
SevenBridge Financial Group
Pennsylvania
$350K – – –
TAM
916
Trust Asset Management
Texas
$349K +$23.1K +206 +7%
ER
917
Enlightenment Research
Florida
$349K +$348K +3,100 New
OCPWS
918
One Charles Private Wealth Services
Massachusetts
$348K – – –
Balentine LLC
919
Balentine LLC
Georgia
$348K +$348K +3,094 New
SIG
920
Sargent Investment Group
Maryland
$346K – – –
RTS
921
Round Table Services
New Jersey
$344K – – –
DIM
922
Delta Investment Management
California
$343K – – –
CA
923
Continuum Advisory
Idaho
$341K +$17.4K +155 +5%
SA
924
SRH Advisors
Kansas
$341K +$26.3K +234 +8%
FRM
925
Fox Run Management
Connecticut
$340K -$114K -1,015 -25%