We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
976
Sendero Wealth Management
Texas
$351K +$344K +3,142 New
ECM
977
Everence Capital Management
Indiana
$350K
PWM
978
Perigon Wealth Management
California
$348K +$219 +2 +0.1%
MNBTD
979
Moody National Bank Trust Division
Texas
$348K
MFG
980
Merit Financial Group
Georgia
$345K -$84K -768 -20%
GIA
981
Gladstone Institutional Advisory
Florida
$343K -$1.37M -12,493 -80%
NL
982
Navalign LLC
California
$342K -$7.44K -68 -2%
CI
983
CX Institutional
Indiana
$342K +$86.5K +791 +35%
JMFC
984
J.M. Forbes & Co
Massachusetts
$342K
HIC
985
Holderness Investments Company
North Carolina
$342K
DIM
986
Delta Investment Management
California
$342K
FAM
987
Flaharty Asset Management
Florida
$341K -$6.34K -58 -2%
ACA
988
Aptus Capital Advisors
Alabama
$341K -$12.7K -116 -4%
GA
989
Geller Advisors
New York
$339K +$95.9K +877 +41%
LIM
990
Longfellow Investment Management
Massachusetts
$339K +$329K +3,010 +16,722%
Fisher Asset Management
991
Fisher Asset Management
Washington
$339K +$73.8K +675 +29%
SFG
992
SevenBridge Financial Group
Pennsylvania
$337K
PIA
993
Pinion Investment Advisors
Kansas
$336K +$119K +1,090 +57%
CAM
994
Close Asset Management
United Kingdom
$336K
VCM
995
Vigilant Capital Management
Maine
$336K +$328K +3,000 New
VFA
996
Valeo Financial Advisors
Indiana
$336K +$16.4K +150 +5%
NFC
997
Northeast Financial Consultants
Connecticut
$336K
SIC
998
Sigma Investment Counselors
Michigan
$335K +$73.3K +670 +29%
OCPWS
999
One Charles Private Wealth Services
Massachusetts
$334K -$9.84K -90 -3%
BW
1000
Bison Wealth
Georgia
$333K +$326K +2,980 New