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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
EI
951
Ellevest Inc
New York
$157K +$31.2K +415 +27%
OIA
952
Optimum Investment Advisors
Illinois
$152K – – –
CCM
953
Copeland Capital Management
Pennsylvania
$151K -$80.2K -1,068 -36%
BAM
954
Belpointe Asset Management
Nevada
$147K +$12.8K +170 +10%
CPA
955
Cowen Prime Advisors
New York
$144K – – –
PMFA
956
Plante Moran Financial Advisors
Michigan
$136K -$9.76K -130 -7%
CI
957
CX Institutional
Indiana
$136K +$14.9K +198 +13%
GCM
958
Gables Capital Management
Florida
$134K – – –
FHA
959
First Horizon Advisors
Tennessee
$134K +$6.08K +81 +5%
MIFH
960
Migdal Insurance & Financial Holdings
Israel
$133K +$126K +1,673 New
GRP
961
Global Retirement Partners
California
$127K -$976 -13 -0.8%
FFC
962
First Financial Corp
Indiana
$116K – – –
RIM
963
Rockbridge Investment Management
New York
$116K – – –
TFM
964
TFC Financial Management
Massachusetts
$111K +$105K +1,395 New
CB
965
Community Bank
New York
$110K -$23.6K -314 -19%
AF
966
Allworth Financial
California
$109K -$12K -160 -11%
NFG
967
Next Financial Group
Texas
$108K +$101K +1,350 New
BWM
968
Baystate Wealth Management
Massachusetts
$107K +$826 +11 +0.8%
CIA
969
CSat Investment Advisory
Michigan
$106K +$9.39K +125 +10%
FNBOSM
970
First National Bank of South Miami
Florida
$105K -$62.5K -832 -39%
CLOS
971
Compagnie Lombard Odier SCmA
Switzerland
$103K – – –
PFGIA
972
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$8.64K +115 +10%
PFBT
973
Parkside Financial Bank & Trust
Missouri
$100K -$375 -5 -0.4%
TSW
974
Thompson Siegel & Walmsley
Virginia
$98K – – –
CBT
975
Central Bank & Trust
Kentucky
$97K – – –