We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1001
Bedel Financial Consulting
Indiana
$65K +$7.06K +85 +12%
EFSCE
1002
Enterprise Financial Services Corp (EFSC)
Missouri
$63K +$3.41K +41 +6%
LWA
1003
Lenox Wealth Advisors
New York
$63K +$29.8K +358 +89%
RFA
1004
Reilly Financial Advisors
California
$62K – – –
RWM
1005
Raffa Wealth Management
District of Columbia
$60.4K +$60.7K +730 New
BC
1006
Barnett & Company
Tennessee
$60K – – –
HWA
1007
Heritage Wealth Advisors
Virginia
$57K +$58.2K +700 New
TCM
1008
Tradewinds Capital Management
Washington
$56K – – –
SWM
1009
Selective Wealth Management
Virginia
$56K +$56.3K +678 New
MRCM
1010
M&R Capital Management
New Jersey
$55K – – –
AWM
1011
Avior Wealth Management
Nebraska
$53K +$27.8K +335 +107%
BAMG
1012
Brand Asset Management Group
Missouri
$50K – – –
WWM
1013
Willingdon Wealth Management
North Carolina
$50K +$8.98K +108 +22%
AIM
1014
Advantage Investment Management
Iowa
$47K -$914 -11 -2%
BCA
1015
Berman Capital Advisors
Georgia
$46K – – –
FAM
1016
Fred Alger Management
New York
$45K -$46.1K -555 -50%
HI
1017
Hudock Inc
Pennsylvania
$43K -$665 -8 -2%
VFA
1018
Valeo Financial Advisors
Indiana
$43K +$28.2K +339 +187%
FCA
1019
FinTrust Capital Advisors
South Carolina
$39K – – –
LWA
1020
Lowe Wealth Advisors
Maryland
$37K – – –
TC
1021
Truvestments Capital
Florida
$36K – – –
MAM
1022
Meeder Asset Management
Ohio
$36K +$17.9K +215 +97%
CFGS
1023
Concourse Financial Group Securities
Alabama
$35K -$386K -4,643 -92%
TF
1024
Tompkins Financial
New York
$35K – – –
MGIA
1025
Moneta Group Investment Advisors
Missouri
$35K +$35.2K +423 New