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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
951
Cyndeo Wealth Partners
Florida
$394K +$95 +1 +0%
ClearBridge Investments
952
ClearBridge Investments
New York
$393K – – –
LFG
953
Larson Financial Group
Missouri
$393K +$114K +1,208 +43%
BRWA
954
B. Riley Wealth Advisors
Florida
$391K -$75.2K -795 -17%
ACM
955
Advisors Capital Management
New Jersey
$387K -$13.8K -146 -4%
AFW
956
Atlantic Family Wealth
Florida
$385K – – –
MGIA
957
Moneta Group Investment Advisors
Missouri
$385K +$25K +264 +7%
NP
958
NorthRock Partners
Minnesota
$383K +$189 +2 +0.1%
MA
959
Mutual Advisors
Nebraska
$382K -$36.1K -381 -9%
HI
960
Human Investing
Oregon
$382K -$5.96K -63 -2%
AO
961
Advisor OS
Illinois
$381K +$123K +1,297 +50%
LBC
962
Lowe Brockenbrough & Co
Virginia
$380K – – –
WA1
963
Wimmer Associates 1
California
$379K – – –
VF
964
Vest Financial
Virginia
$378K +$70.2K +742 +24%
AGWCA
965
Annis Gardner Whiting Capital Advisors
Florida
$375K +$1.32K +14 +0.4%
NG
966
Novem Group
New York
$375K -$17.1K -181 -5%
JCFM
967
JBR Co Financial Management
Oklahoma
$375K -$5.68K -60 -2%
FHA
968
Flagship Harbor Advisors
Massachusetts
$374K -$3.79K -40 -1%
CIA
969
Compass Ion Advisors
Pennsylvania
$373K +$284 +3 +0.1%
ATS
970
Ashton Thomas Securities
New York
$373K +$41.9K +443 +13%
RCA
971
Resonant Capital Advisors
Wisconsin
$371K +$357K +3,768 New
MYIA
972
Mount Yale Investment Advisors
Colorado
$370K -$13.6K -144 -4%
FHC
973
First Horizon Corporation
Tennessee
$369K -$29.8K -315 -8%
SW
974
SVB Wealth
Massachusetts
$367K -$155K -1,640 -31%
TNAM
975
Terra Nova Asset Management
New York
$366K +$4.16K +44 +1%