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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BMO
901
Beck Mack & Oliver
New York
$449K -$1.98K -16 -0.4%
AC
902
Aristides Capital
Kentucky
$449K
RVPG
903
Relative Value Partners Group
$449K +$496K +4,000 New
SWM
904
Segment Wealth Management
Texas
$447K -$4.71K -38 -0.9%
BIM
905
Bridges Investment Management
Nebraska
$445K
IMOV
906
Investment Management of Virginia
Virginia
$445K
AssetMark Inc
907
AssetMark Inc
California
$444K +$141K +1,136 +40%
EI
908
Ellevest Inc
New York
$443K -$84K -678 -15%
CI
909
Cigna Investments
Connecticut
$442K -$23.9K -193 -5%
SP
910
Successful Portfolios
Florida
$442K -$4.34K -35 -0.9%
PGWM
911
Pitti Group Wealth Management
New York
$442K +$620 +5 +0.1%
SS
912
Sunbelt Securities
Texas
$440K
MCWS
913
McKinley Carter Wealth Services
West Virginia
$439K
CCM
914
Carderock Capital Management
Maryland
$438K
BAM
915
Berkshire Asset Management
Pennsylvania
$437K -$2.73K -22 -0.6%
CYG
916
Clean Yield Group
Vermont
$436K
CFB
917
Cullen/Frost Bankers
Texas
$435K +$70.4K +568 +17%
ST
918
Spinnaker Trust
Maine
$432K
SOAMC
919
Spirit of America Management Corp
New York
$432K
IP
920
Investment Partners
Ohio
$432K +$69.8K +563 +17%
FF
921
FourThought Financial
Florida
$431K -$139K -1,125 -23%
DMBA
922
Deseret Mutual Benefit Administrators
Utah
$428K -$84.8K -684 -15%
SIM
923
Studio Investment Management
Illinois
$424K -$63.9K -516 -12%
WBG
924
Wharton Business Group
Pennsylvania
$423K
CG
925
Caprock Group
Idaho
$422K -$15.4K -124 -3%