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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
QT
926
Quantamental Technologies
New York
$413K -$7.74K -68 -2%
TPWA
927
TRUE Private Wealth Advisors
Oregon
$411K -$1.93K -17 -0.5%
PMG
928
ProVise Management Group
Florida
$408K -$57.6K -506 -12%
AWM
929
Absher Wealth Management
North Carolina
$406K +$142K +1,250 +55%
RBFC
930
Roman Butler Fullerton & Co
Missouri
$406K +$455 +4 +0.1%
PCH
931
PGIM Custom Harvest
New Jersey
$406K -$35.7K -314 -8%
ABC
932
Associated Banc-Corp
Wisconsin
$405K -$7.51K -66 -2%
GL
933
Graypoint LLC
New York
$404K +$401K +3,527 New
CFP
934
Catalyst Financial Partners
Massachusetts
$400K +$397K +3,491 New
SWM
935
SeaCrest Wealth Management
New York
$399K +$2.73K +24 +0.7%
CRI
936
Colonial River Investments
Virginia
$398K -$3.19K -28 -0.8%
FA
937
Faithward Advisors
Pennsylvania
$397K +$423K +3,721 New
WTB
938
Washington Trust Bank
Washington
$394K +$19.6K +172 +5%
CPRC
939
Consolidated Portfolio Review Corp
New York
$394K +$391K +3,436 New
ESB
940
Essex Savings Bank
Connecticut
$393K +$3.19K +28 +0.8%
CPSAC
941
Chas P. Smith & Associates (CPS)
Florida
$393K +$14.8K +130 +4%
RPC
942
Rossmore Private Capital
Connecticut
$393K
HFM
943
Harvest Fund Management
China
$392K +$150K +1,316 +63%
HP
944
Hyperion Partners
Pennsylvania
$391K +$1.48K +13 +0.4%
GLA
945
Good Life Advisors
Pennsylvania
$390K +$228 +2 +0.1%
AIA
946
Alera Investment Advisors
Illinois
$386K +$910 +8 +0.2%
LIM
947
Leavell Investment Management
Alabama
$386K -$11.7K -103 -3%
SIA
948
Soltis Investment Advisors
Utah
$385K -$9.1K -80 -2%
PIM
949
Penobscot Investment Management
Massachusetts
$385K
CFG
950
Cooper Financial Group
California
$385K +$49.8K +438 +15%