We are live on ! Find out more
PAYX icon

Paychex

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