We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
ST
1001
Spinnaker Trust
Maine
$262K +$31.1K +277 +14%
CPA
1002
Clear Perspective Advisors
Illinois
$261K – – –
SLWA
1003
San Luis Wealth Advisors
California
$259K +$258K +2,299 New
APP
1004
Alpha Paradigm Partners
Illinois
$258K +$201K +1,792 +357%
HUB Investment Partners
1005
HUB Investment Partners
Texas
$256K – – –
CCIA
1006
Cherry Creek Investment Advisors
Colorado
$255K +$1.46K +13 +0.6%
TCM
1007
Teza Capital Management
Illinois
$254K +$253K +2,256 New
Caprock Group
1008
Caprock Group
Idaho
$254K +$254K +2,258 New
Tokio Marine Asset Management
1009
Tokio Marine Asset Management
Japan
$253K +$30.6K +272 +14%
WTB
1010
Washington Trust Bank
Washington
$253K +$253K +2,254 New
AWP
1011
Accretive Wealth Partners
New Jersey
$252K -$8.76K -78 -3%
IFG
1012
Investors Financial Group
Minnesota
$251K -$31.1K -277 -11%
AFS
1013
Axiom Financial Strategies
Indiana
$251K -$1.8K -16 -0.7%
Americana Partners
1014
Americana Partners
Texas
$250K +$250K +2,228 New
CWM
1015
Cabot Wealth Management
Massachusetts
$249K – – –
MFW
1016
Meristem Family Wealth
Minnesota
$249K +$248K +2,212 New
1832 Asset Management
1017
1832 Asset Management
Ontario, Canada
$249K +$251K +2,231 +3,486%
AIP
1018
Almanack Investment Partners
Pennsylvania
$247K -$4.61K -41 -2%
Harbour Investments
1019
Harbour Investments
Wisconsin
$247K +$4.94K +44 +2%
JCM
1020
Jacobi Capital Management
Pennsylvania
$246K -$2.13K -19 -0.9%
AIM
1021
Aspen Investment Management
Michigan
$246K +$33.7K +300 +16%
BRWM
1022
B. Riley Wealth Management
Tennessee
$245K +$245K +2,183 New
Equitable Holdings
1023
Equitable Holdings
New York
$242K +$8.88K +79 +4%
BW
1024
Bison Wealth
Georgia
$241K – – –
MIM
1025
Moseley Investment Management
Florida
$241K +$112 +1 +0%