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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
951
Forum Financial Management
Illinois
$412K +$44.3K +361 +14%
PFA
952
Pure Financial Advisors
California
$412K +$371K +3,021 New
GIP
953
Greatmark Investment Partners
Georgia
$411K
SFG
954
SevenBridge Financial Group
Pennsylvania
$411K
NQWM
955
Northwest Quadrant Wealth Management
Oregon
$410K +$1.47K +12 +0.4%
WA
956
WestEnd Advisors
North Carolina
$409K -$246 -2 Closed
MJP
957
Michael J. Puzo
$409K
CANY
958
Caxton Associates (New York)
New York
$408K -$515K -4,198 -58%
MHS
959
M Holdings Securities
Oregon
$408K +$367K +2,988 New
HIIFS
960
Harel Insurance Investments & Financial Services
Israel
$403K -$446K -3,632 -55%
WFI
961
West Family Investments
California
$403K -$29.8K -243 -8%
WA
962
Wealth Alliance
New York
$401K -$14.7K -120 -4%
CI
963
Conning Inc
Connecticut
$400K -$66.3K -540 -16%
MWM
964
Mattern Wealth Management
Kansas
$400K -$18.3K -149 -5%
S
965
Seeyond
France
$400K -$10.8K -88 -3%
BFS
966
Beacon Financial Strategies
North Carolina
$399K -$2.7K -22 -0.7%
RPC
967
Rossmore Private Capital
Connecticut
$398K
CCB
968
Country Club Bank
Missouri
$395K +$354K +2,887 New
MOS
969
MGO One Seven
Ohio
$394K +$1.1K +9 +0.3%
GWM
970
Geneos Wealth Management
Colorado
$394K +$15.1K +123 +4%
First Manhattan
971
First Manhattan
New York
$393K
OL
972
Optas LLC
Texas
$393K +$7.61K +62 +2%
IIA
973
ICW Investment Advisors
Arizona
$392K +$1.72K +14 +0.5%
DWT
974
Dorsey & Whitney Trust
South Dakota
$391K +$3.81K +31 +1%
ETC
975
Exchange Traded Concepts
Oklahoma
$391K +$239K +1,943 +211%