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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1001
Lenox Wealth Advisors
New York
$63K +$29.8K +358 +89%
RFA
1002
Reilly Financial Advisors
California
$62K
RWM
1003
Raffa Wealth Management
District of Columbia
$60.4K +$60.7K +730 New
BC
1004
Barnett & Company
Tennessee
$60K
HWA
1005
Heritage Wealth Advisors
Virginia
$57K +$58.2K +700 New
TCM
1006
Tradewinds Capital Management
Washington
$56K
SWM
1007
Selective Wealth Management
Virginia
$56K +$56.3K +678 New
MRCM
1008
M&R Capital Management
New Jersey
$55K
AWM
1009
Avior Wealth Management
Nebraska
$53K +$27.8K +335 +107%
BAMG
1010
Brand Asset Management Group
Missouri
$50K
WWM
1011
Willingdon Wealth Management
North Carolina
$50K +$8.98K +108 +22%
AIM
1012
Advantage Investment Management
Iowa
$47K -$914 -11 -2%
BCA
1013
Berman Capital Advisors
Georgia
$46K
FAM
1014
Fred Alger Management
New York
$45K -$46.1K -555 -50%
HI
1015
Hudock Inc
Pennsylvania
$43K -$665 -8 -2%
VFA
1016
Valeo Financial Advisors
Indiana
$43K +$28.2K +339 +187%
FCA
1017
FinTrust Capital Advisors
South Carolina
$39K
LWA
1018
Lowe Wealth Advisors
Maryland
$37K
TC
1019
Truvestments Capital
Florida
$36K
MAM
1020
Meeder Asset Management
Ohio
$36K +$17.9K +215 +97%
CFGS
1021
Concourse Financial Group Securities
Alabama
$35K -$386K -4,643 -92%
TF
1022
Tompkins Financial
New York
$35K
MGIA
1023
Moneta Group Investment Advisors
Missouri
$35K +$35.2K +423 New
FMTCOCP
1024
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K +$6.57K +79 +24%
CB
1025
Community Bank
New York
$33K