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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
MMM
1001
Mendel Money Management
Illinois
$337K +$32.2K +260 +9%
PPWM
1002
Paragon Private Wealth Management
Kentucky
$337K +$359K +2,893 New
HAIM
1003
Hunter Associates Investment Management
Pennsylvania
$336K
RB
1004
Renasant Bank
Mississippi
$335K +$369K +2,980 New
GIP
1005
Greatmark Investment Partners
Georgia
$333K -$6.2K -50 -2%
NQWM
1006
Northwest Quadrant Wealth Management
Oregon
$333K +$1.49K +12 +0.4%
BFAG
1007
Blackston Financial Advisory Group
Florida
$332K +$71K +573 +26%
ETC
1008
Exchange Traded Concepts
Oklahoma
$330K +$80.6K +650 +28%
SFA
1009
Sequoia Financial Advisors
Ohio
$329K -$7.81K -63 -2%
SWMG
1010
Signature Wealth Management Group
Georgia
$328K -$11.4K -92 -3%
BFS
1011
Beacon Financial Strategies
North Carolina
$328K
EP
1012
Eudaimonia Partners
Tennessee
$327K -$70.3K -567 -16%
GC
1013
Gilbert & Cook
Iowa
$327K -$22.9K -185 -6%
CCB
1014
Country Club Bank
Missouri
$327K -$3.47K -28 -1%
GWM
1015
Geneos Wealth Management
Colorado
$326K -$62.7K -506 -15%
IIA
1016
ICW Investment Advisors
Arizona
$326K +$2.11K +17 +0.6%
CMBA
1017
C.M. Bidwell & Associates
Hawaii
$325K +$1.74K +14 +0.5%
First Manhattan
1018
First Manhattan
New York
$323K
OL
1019
Optas LLC
Texas
$322K -$5.83K -47 -2%
LCM
1020
Logan Capital Management
Pennsylvania
$321K
RMDI
1021
R.M. Davis Inc
Maine
$321K
WA
1022
Wealth Alliance
New York
$320K +$19K +153 +6%
DWT
1023
Dorsey & Whitney Trust
South Dakota
$319K -$5.95K -48 -2%
FMLI
1024
Fukoku Mutual Life Insurance
Japan
$318K -$41.3K -333 -11%
SXL
1025
Summit X LLC
Missouri
$318K +$4.21K +34 +1%