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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
1001
Golden State Wealth Management
California
$32K +$29.5K +400 New
VNA
1002
Valley National Advisers
Pennsylvania
$29K
EI
1003
Ellevest Inc
New York
$27K +$24.5K +332 New
LWM
1004
Liberty Wealth Management
California
$26K -$4.35K -59 -15%
FMTCOCP
1005
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
TWA
1006
TCI Wealth Advisors
Arizona
$26K +$18.8K +255 +405%
MNBTD
1007
Moody National Bank Trust Division
Texas
$25K +$4.65K +63 +26%
FCA
1008
FinTrust Capital Advisors
South Carolina
$25K +$9K +122 +65%
GWS
1009
Glassman Wealth Services
Virginia
$25K +$12.5K +170 +125%
RFWA
1010
RPg Family Wealth Advisory
Massachusetts
$24.1K +$22.1K +300 New
ADL
1011
Asset Dedication LLC
California
$24K
AWM
1012
Avior Wealth Management
Nebraska
$24K
BAM
1013
Barrett Asset Management
New York
$24K
SSB
1014
Sandy Spring Bank
Maryland
$24K
SMG
1015
Spectrum Management Group
Indiana
$24K
TI
1016
Truehand Inc
New Hampshire
$24K
GWA
1017
Guidant Wealth Advisors
Illinois
$24K +$22.1K +300 New
MUS
1018
Mitsubishi UFJ Securities
Japan
$23K
OAJ
1019
Ogorek Anthony Joseph
New York
$23K
SMFS
1020
Squar Milner Financial Services
California
$21K
TA
1021
TCG Advisors
Texas
$20K +$18.3K +248 New
AWMF
1022
Arbor Wealth Management (Florida)
Florida
$19K +$17.9K +243 New
GAM
1023
Gemmer Asset Management
California
$18K
ST
1024
Sageworth Trust
Pennsylvania
$17K +$15.6K +211 New
BC
1025
Bartlett & Co
Ohio
$16K