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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
951
GSB Wealth Management
Connecticut
$518K -$107K -774 -16%
PGWM
952
Pitti Group Wealth Management
New York
$518K +$832 +6 +0.1%
ACM
953
Advisors Capital Management
New Jersey
$515K +$1.53K +11 +0.3%
APP
954
Avantax Planning Partners
Iowa
$514K -$3.19K -23 -0.6%
RZH
955
Relyea Zuckerberg Hanson
Connecticut
$514K -$8.19K -59 -1%
EI
956
Ellevest Inc
New York
$514K -$194K -1,395 -26%
MMM
957
Mendel Money Management
Illinois
$513K +$694 +5 +0.1%
BFM
958
Boothbay Fund Management
New York
$512K -$3.09M -22,294 -85%
BIM
959
Bridges Investment Management
Nebraska
$512K -$3.75K -27 -0.7%
RA
960
Rise Advisors
New York
$512K -$29.3K -211 -5%
MA
961
Mutual Advisors
Nebraska
$511K +$100K +721 +21%
CGL
962
Clarius Group LLC
Washington
$509K -$88.4K -637 -14%
BMO
963
Beck Mack & Oliver
New York
$507K
ClearBridge Investments
964
ClearBridge Investments
New York
$507K
EAM
965
EdenTree Asset Management
United Kingdom
$507K
PFA
966
Pure Financial Advisors
California
$505K -$11K -79 -2%
MHIC
967
Marble Harbor Investment Counsel
Massachusetts
$504K
FA
968
Faithward Advisors
Pennsylvania
$503K +$971 +7 +0.2%
MCCP
969
Mission Creek Capital Partners
California
$502K -$12.5K -90 -2%
FHA
970
Flagship Harbor Advisors
Massachusetts
$500K +$4.02K +29 +0.7%
HFS
971
Heritage Financial Services
Massachusetts
$499K +$277 +2 +0.1%
WA
972
Wealth Alliance
New York
$499K -$30.5K -220 -5%
PPWP
973
Premier Path Wealth Partners
New Jersey
$495K -$66.2K -477 -11%
CT
974
Colonial Trust
South Carolina
$494K +$59.4K +428 +12%
AWA
975
ARQ Wealth Advisors
Arizona
$494K +$541K +3,898 New