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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
926
Tarbox Family Office
California
$9K – – –
GFP
927
Gryphon Financial Partners
Ohio
$9K +$8.6K +131 New
FFG
928
Ford Financial Group
California
$9K +$8.73K +133 New
WIM
929
Westside Investment Management
California
$8.94K +$8.6K +131 New
BWA
930
BDO Wealth Advisors
Florida
$8K +$7.29K +111 New
ME
931
McIlrath & Eck
Washington
$8K +$7.74K +118 New
AWM
932
AllSquare Wealth Management
New York
$7K – – –
AWMS
933
Advocacy Wealth Management Services
Georgia
$6K – – –
DAM
934
Delta Asset Management
Tennessee
$6K – – –
LWA
935
Lowe Wealth Advisors
Maryland
$5K -$2.63K -40 -33%
AA
936
AlphaMark Advisors
Kentucky
$5K – – –
PCP
937
Proficio Capital Partners
Massachusetts
$5K – – –
GWS
938
Glassman Wealth Services
Virginia
$5K +$4.59K +70 New
TWA
939
TCI Wealth Advisors
Arizona
$4K -$26.3K -400 -88%
VNA
940
Valley National Advisers
Pennsylvania
$3K -$16.4K -250 -85%
FMA
941
FNY Managed Accounts
New York
$3K -$11K -168 -75%
MA
942
MCF Advisors
Kentucky
$3K – – –
CAC
943
Certified Advisory Corp
Florida
$3K +$2.95K +45 New
CAW
944
Cornerstone Advisors (Washington)
Washington
$2K – – –
MWM
945
Mascoma Wealth Management
New Hampshire
$2K – – –
SBL
946
Sargent Bickham Lagudis
Colorado
$2K – – –
TIM
947
Tortoise Investment Management
New York
$2K – – –
DBT
948
Dubuque Bank & Trust
Iowa
$2K +$1.77K +27 New
MWM
949
MinichMacGregor Wealth Management
New York
$1K – – –
VCM
950
Virtue Capital Management
Tennessee
$1K +$591 +9 New