We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
1001
Verity Asset Management
North Carolina
$357K +$139K +1,129 +76%
SIM
1002
Sentry Investment Management
Wisconsin
$356K +$123 +1 +0%
KIA
1003
KCM Investment Advisors
California
$356K +$5.03K +41 +2%
GL
1004
Graypoint LLC
New York
$356K +$99.4K +810 +45%
GWSG
1005
GPS Wealth Strategies Group
Colorado
$356K +$316K +2,575 +7,803%
MFG
1006
Menard Financial Group
Texas
$355K -$3.07K -25 -1%
VI
1007
Versor Investments
New York
$355K +$4.79K +39 +2%
MTC
1008
Matrix Trust Company
Colorado
$353K +$318K +2,588 New
RIA
1009
Richwood Investment Advisors
Ohio
$350K +$153K +1,250 +95%
Integrated Wealth Concepts
1010
Integrated Wealth Concepts
Massachusetts
$349K -$389K -3,172 -55%
AWM
1011
Absher Wealth Management
North Carolina
$349K -$13.3K -108 -4%
EverSource Wealth Advisors
1012
EverSource Wealth Advisors
Alabama
$349K +$59K +481 +23%
PPW
1013
Pinnacle Private Wealth
Massachusetts
$348K -$4.91K -40 -2%
Level Four Advisory Services
1014
Level Four Advisory Services
Texas
$348K +$36.5K +297 +13%
CWM
1015
Cahaba Wealth Management
Georgia
$348K +$69.4K +565 +26%
PIA
1016
Powell Investment Advisors
Florida
$346K +$246 +2 +0.1%
FFA
1017
First Foundation Advisors
California
$344K -$614 -5 -0.2%
BCM
1018
Brown Capital Management
Maryland
$343K -$17.9K -146 -5%
Silvercrest Asset Management
1019
Silvercrest Asset Management
New York
$342K -$1.84K -15 -0.6%
WR
1020
WD Rutherford
Oregon
$342K – – –
WesBanco Bank
1021
WesBanco Bank
West Virginia
$341K -$35.7K -291 -10%
NME
1022
Notis-McConarty Edward
$341K – – –
SIG
1023
Sargent Investment Group
Maryland
$338K -$73.7K -600 -20%
FFA
1024
Fragasso Financial Advisors
Pennsylvania
$338K +$1.72K +14 +0.6%
FIM
1025
Fruth Investment Management
Texas
$337K – – –