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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
926
Raffa Wealth Management
District of Columbia
$54.1K – – –
EWA
927
ERTS Wealth Advisors
Michigan
$53K +$55.5K +820 New
LNB
928
Ledyard National Bank
$51K – – –
NCM
929
Nelson Capital Management
California
$49K – – –
RFA
930
Reilly Financial Advisors
California
$49K – – –
AIA
931
Alera Investment Advisors
Illinois
$49K +$50.9K +751 New
BC
932
Barnett & Company
Tennessee
$48K – – –
CG
933
Cutler Group
California
$46K -$50.8K -750 -51%
BFC
934
Bedel Financial Consulting
Indiana
$46K – – –
TCM
935
Tradewinds Capital Management
Washington
$44K -$2.71K -40 -6%
BTNA
936
Bremer Trust National Association
Minnesota
$44K +$45.5K +671 New
MRCM
937
M&R Capital Management
New Jersey
$43K -$9.14K -135 -17%
WANY
938
Wealthspire Advisors (New York)
New York
$43K +$44.5K +657 New
CFA
939
Clarfeld Financial Advisors
New York
$43K +$44.7K +660 New
LFA
940
Legacy Financial Advisors
Kentucky
$42K +$25.6K +378 +142%
BCA
941
Berman Capital Advisors
Georgia
$41K +$42.7K +631 New
RA
942
Rational Advisors
New York
$40K +$40.7K +601 +4,623%
VFA
943
Valeo Financial Advisors
Indiana
$39K -$23.2K -343 -37%
EFSCE
944
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$2.1K -31 -5%
BAMG
945
Brand Asset Management Group
Missouri
$39K – – –
LPC
946
Loeb Partners Corp
New York
$39K +$40.6K +600 New
AIM
947
Advantage Investment Management
Iowa
$38K – – –
WWM
948
Willingdon Wealth Management
North Carolina
$33K -$2.98K -44 -8%
HI
949
Hudock Inc
Pennsylvania
$31K -$2.44K -36 -7%
RIA
950
RPG Investment Advisory
California
$30K – – –