We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
901
Fox Run Management
Connecticut
$445K +$157K +1,305 +51%
BI
902
Berkeley Inc
Idaho
$444K +$844 +7 +0.2%
SOAMC
903
Spirit of America Management Corp
New York
$444K – – –
SWM
904
Segment Wealth Management
Texas
$444K – – –
PHIC
905
Pine Haven Investment Counsel
Massachusetts
$443K -$24.1K -200 -5%
LFAS
906
Level Four Advisory Services
Texas
$441K -$1.33K -11 -0.3%
MAM
907
MWA Asset Management
Massachusetts
$441K +$461K +3,822 New
RTC
908
Riverview Trust Company
Washington
$439K – – –
SAG
909
SageView Advisory Group
California
$436K +$6.51K +54 +1%
AT
910
Arden Trust
Delaware
$435K +$227K +1,884 +100%
WBG
911
Wharton Business Group
Pennsylvania
$435K – – –
AR
912
Apeiron RIA
Texas
$428K +$35.9K +298 +9%
EAM
913
Empirical Asset Management
Massachusetts
$427K -$114K -944 -20%
CCM
914
Carderock Capital Management
Maryland
$427K – – –
PWA
915
Phoenix Wealth Advisors
North Carolina
$427K +$10K +83 +2%
RWA
916
Ropes Wealth Advisors
Massachusetts
$426K – – –
QCG
917
Quadrant Capital Group
Ohio
$424K +$117K +970 +36%
WI
918
Wintrust Investments
Illinois
$424K +$2.65K +22 +0.6%
BP
919
BBR Partners
New York
$422K +$441K +3,657 New
NHT
920
New Hampshire Trust
New Hampshire
$419K – – –
GP
921
Girard Partners
Pennsylvania
$418K -$18.1K -150 -4%
MWM
922
Mission Wealth Management
California
$418K -$40.6K -337 -9%
SP
923
Symmetry Partners
Connecticut
$417K – – –
FM
924
Foster & Motley
Ohio
$416K -$5.3K -44 -1%
RB
925
Renasant Bank
Mississippi
$416K +$120K +999 +38%
35 36
37
38 39