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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
951
Flagship Harbor Advisors
Massachusetts
$406K +$118 +1 +0%
ORG
952
Optimist Retirement Group
Washington
$406K +$404K +3,409 New
RTC
953
Riverview Trust Company
Washington
$406K -$47.2K -398 -10%
CT
954
Colonial Trust
South Carolina
$406K +$69.5K +587 +21%
PAS
955
Professional Advisory Services
Florida
$405K
NL
956
NWAM LLC
Washington
$405K -$8.77K -74 -2%
SP
957
Successful Portfolios
Florida
$403K -$1.19K -10 -0.3%
O
958
Ossiam
France
$403K -$261K -2,202 -39%
IIA
959
ICW Investment Advisors
Arizona
$402K +$2.49K +21 +0.6%
PJSIMP
960
P.J. Schmidt Investment Management (PJS)
Wisconsin
$401K -$237 -2 -0.1%
SWM
961
SeaCrest Wealth Management
New York
$398K -$2.84K -24 -0.7%
ECM
962
Everence Capital Management
Indiana
$397K
VFA
963
Valeo Financial Advisors
Indiana
$395K +$53.9K +455 +16%
LIM
964
Leavell Investment Management
Alabama
$395K
HP
965
Hyperion Partners
Pennsylvania
$394K -$12.9K -109 -3%
SOS
966
Silver Oak Securities
Tennessee
$393K +$360K +3,040 +1,156%
CCM
967
Carderock Capital Management
Maryland
$393K -$47.4K -400 -11%
CPRC
968
Consolidated Portfolio Review Corp
New York
$393K -$21.2K -179 -5%
PCA
969
Pallas Capital Advisors
Massachusetts
$392K -$2.96K -25 -0.8%
MCWS
970
McKinley Carter Wealth Services
West Virginia
$392K -$26.5K -224 -6%
M
971
MOTCO
Texas
$391K
MFC
972
Mechanics Financial Corp
Ohio
$391K +$7.7K +65 +2%
PWM
973
Perigon Wealth Management
California
$386K +$150K +1,266 +64%
DL
974
DOHJ LLC
Washington
$386K +$11.5K +97 +3%
GLA
975
Good Life Advisors
Pennsylvania
$384K -$44.8K -378 -10%