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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CM
1026
Castleark Management
Illinois
$30K -$1.12M -13,430 -97%
BEI
1027
Benjamin Edwards Inc
Missouri
$29K +$10.6K +128 +58%
GI
1028
Gradient Investments
Minnesota
$28K -$18.6K -224 -40%
LWM
1029
Liberty Wealth Management
California
$27K +$166 +2 +0.6%
CAW
1030
Cornerstone Advisors (Washington)
Washington
$27K +$13.1K +158 +92%
VCM
1031
Vigilant Capital Management
Maine
$27K +$26.7K +321 New
PCM
1032
Prelude Capital Management
New York
$27K +$26.9K +324 New
ADL
1033
Asset Dedication LLC
California
$26K +$1.5K +18 +6%
QCMC
1034
Quantum Capital Management (California)
California
$26K +$26.2K +315 New
BAM
1035
Barrett Asset Management
New York
$25K
GWA
1036
Guidant Wealth Advisors
Illinois
$25K
SMG
1037
Spectrum Management Group
Indiana
$25K
TF
1038
TimeScale Financial
Massachusetts
$25K
TI
1039
Truehand Inc
New Hampshire
$25K
AS
1040
Altshuler Shaham
Israel
$25K +$1.75K +21 +7%
RFWA
1041
RPg Family Wealth Advisory
Massachusetts
$24.8K
GWS
1042
Glassman Wealth Services
Virginia
$24K -$249 -3 -1%
MUS
1043
Mitsubishi UFJ Securities
Japan
$24K
OAJ
1044
Ogorek Anthony Joseph
New York
$23K
SLF
1045
Sun Life Financial
Ontario, Canada
$22K +$332 +4 +2%
SCA
1046
Stonebridge Capital Advisors
Minnesota
$20K -$12.8K -154 -39%
MSFP
1047
Mark Sheptoff Financial Planning
Connecticut
$19K +$19.5K +235 New
GAM
1048
Gemmer Asset Management
California
$18K
GSWM
1049
Golden State Wealth Management
California
$17K -$16.6K -200 -50%
HCM
1050
Highlander Capital Management
New Jersey
$17K