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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
926
TRUE Private Wealth Advisors
Oregon
$83K +$160 +2 +0.2%
AF
927
Allworth Financial
California
$83K +$10.1K +127 +11%
CI
928
CX Institutional
Indiana
$81K -$9.98K -125 -9%
CLOS
929
Compagnie Lombard Odier SCmA
Switzerland
$81K
EWM
930
EPG Wealth Management
Georgia
$81K +$30.2K +378 +42%
DAM
931
Delta Asset Management
Tennessee
$79K
TSW
932
Thompson Siegel & Walmsley
Virginia
$77K
MHR
933
Matthew Hamilton Rosenberg
$75K +$94.2K +1,179 New
VFA
934
Valeo Financial Advisors
Indiana
$74K +$46.8K +586 +113%
PFGIA
935
Patriot Financial Group Insurance Agency
Massachusetts
$73K +$479 +6 +0.5%
PCG
936
Private Capital Group
Connecticut
$70K -$479 -6 -0.5%
MAM
937
Meeder Asset Management
Ohio
$69K +$42.8K +536 +95%
EWM
938
Endurance Wealth Management
Rhode Island
$69K +$87K +1,089 New
SWA
939
Sutton Wealth Advisors
Florida
$66.6K +$1.44K +18 +2%
HFM
940
Harvest Fund Management
China
$64K -$40.2K -503 -33%
CIA
941
CSat Investment Advisory
Michigan
$64K +$9.19K +115 +13%
PGAM
942
Princeton Global Asset Management
New Jersey
$62K
TPCW
943
TD Private Client Wealth
New York
$60.8K -$33K -413 -30%
AA
944
Ancora Advisors
Ohio
$60K
CAL
945
Capital Advisors Ltd
Ohio
$60K
TFS
946
TrustCore Financial Services
Tennessee
$59K
Lazard Asset Management
947
Lazard Asset Management
New York
$59K +$75.5K +945 New
FPFS
948
First Personal Financial Services
North Carolina
$57K -$21.8K -273 -23%
EW
949
Evoke Wealth
California
$56.5K -$15.4K -193 -18%
HWA
950
Heritage Wealth Advisors
Virginia
$55.1K