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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
926
Parkside Financial Bank & Trust
Missouri
$87K -$3.83K -48 -3%
MCM
927
Manchester Capital Management
Vermont
$85K – – –
CBT
928
Central Bank & Trust
Kentucky
$84K – – –
TPWA
929
TRUE Private Wealth Advisors
Oregon
$83K +$160 +2 +0.2%
AF
930
Allworth Financial
California
$83K +$10.1K +127 +11%
CI
931
CX Institutional
Indiana
$81K -$9.98K -125 -9%
CLOS
932
Compagnie Lombard Odier SCmA
Switzerland
$81K – – –
EWM
933
EPG Wealth Management
Georgia
$81K +$30.2K +378 +42%
DAM
934
Delta Asset Management
Tennessee
$79K – – –
TSW
935
Thompson Siegel & Walmsley
Virginia
$77K – – –
MHR
936
Matthew Hamilton Rosenberg
$75K +$94.2K +1,179 New
VFA
937
Valeo Financial Advisors
Indiana
$74K +$46.8K +586 +113%
PFGIA
938
Patriot Financial Group Insurance Agency
Massachusetts
$73K +$479 +6 +0.5%
PCG
939
Private Capital Group
Connecticut
$70K -$479 -6 -0.5%
MAM
940
Meeder Asset Management
Ohio
$69K +$42.8K +536 +95%
EWM
941
Endurance Wealth Management
Rhode Island
$69K +$87K +1,089 New
SWA
942
Sutton Wealth Advisors
Florida
$66.6K +$1.44K +18 +2%
HFM
943
Harvest Fund Management
China
$64K -$40.2K -503 -33%
CIA
944
CSat Investment Advisory
Michigan
$64K +$9.19K +115 +13%
PGAM
945
Princeton Global Asset Management
New Jersey
$62K – – –
TPCW
946
TD Private Client Wealth
New York
$60.8K -$33K -413 -30%
AA
947
Ancora Advisors
Ohio
$60K – – –
CAL
948
Capital Advisors Ltd
Ohio
$60K – – –
TFS
949
TrustCore Financial Services
Tennessee
$59K – – –
Lazard Asset Management
950
Lazard Asset Management
New York
$59K +$75.5K +945 New