We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1001
Axiom Financial Strategies
Indiana
$215K +$202K +2,196 New
HI
1002
Horizon Investments
North Carolina
$211K +$198K +2,149 New
BAM
1003
Belpointe Asset Management
Nevada
$210K +$461 +5 +0.2%
SAM
1004
SignalPoint Asset Management
Missouri
$210K +$198K +2,146 New
GL
1005
Graypoint LLC
New York
$209K +$196K +2,128 New
SCM
1006
Silvant Capital Management
Georgia
$207K – – –
AWA
1007
Arete Wealth Advisors
Illinois
$207K +$195K +2,116 New
IA
1008
IFG Advisory
Georgia
$207K +$195K +2,117 New
RFN
1009
RDA Financial Network
Iowa
$206K +$194K +2,102 New
WW
1010
Westshore Wealth
California
$206K +$194K +2,103 New
BWP
1011
BSW Wealth Partners
Colorado
$204K +$192K +2,087 New
SB
1012
Sunflower Bank
Texas
$203K +$191K +2,071 New
VCM
1013
Vivaldi Capital Management
Illinois
$201K -$22.7K -246 -11%
RC
1014
RegentAtlantic Capital
New Jersey
$201K +$189K +2,048 New
WGAM
1015
Wilkinson Global Asset Management
New York
$201K +$189K +2,052 New
ST
1016
Spinnaker Trust
Maine
$201K +$189K +2,053 New
RG
1017
Rikoon Group
New Mexico
$200K +$188K +2,038 New
SWM
1018
Spire Wealth Management
Virginia
$199K +$187K +2,029 New
GEA
1019
Glen Eagle Advisors
New Jersey
$195K – – –
AIG
1020
American International Group
New York
$190K -$15.3M -166,662 -8%
LS
1021
Leelyn Smith
Illinois
$189K +$11.1K +121 +7%
HFA
1022
Hoover Financial Advisors
Pennsylvania
$186K – – –
VNA
1023
Valley National Advisers
Pennsylvania
$185K -$22.8K -248 -12%
CFA
1024
Carroll Financial Associates
North Carolina
$181K -$3.78K -41 -2%
APP
1025
Alpha Paradigm Partners
Illinois
$181K +$170K +1,851 New
39 40
41
42 43