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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1026
Cedar Mountain Advisors
Oregon
$22K +$139 +2 +0.7%
FWM
1027
Filbrandt Wealth Management
Wisconsin
$22K +$20.1K +290 New
OAJ
1028
Ogorek Anthony Joseph
New York
$21K – – –
BCA
1029
Berman Capital Advisors
Georgia
$20K -$14.3K -207 -43%
TFO
1030
Tarbox Family Office
California
$19K +$11.2K +161 +173%
MSFP
1031
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
SL
1032
Savior LLC
Massachusetts
$18K – – –
LWA
1033
Lowe Wealth Advisors
Maryland
$17K -$15.5K -223 -49%
GAM
1034
Gemmer Asset Management
California
$17K – – –
PFSC
1035
Peoples Financial Services Corp
Pennsylvania
$17K – – –
RDWM
1036
Red Door Wealth Management
Tennessee
$17K – – –
AIC
1037
Archer Investment Corporation
Indiana
$16.7K – – –
FCA
1038
FinTrust Capital Advisors
South Carolina
$16K -$37.8K -545 -73%
ST
1039
Sageworth Trust
Pennsylvania
$16K – – –
GWS
1040
Glassman Wealth Services
Virginia
$16K +$3.54K +51 +32%
CQS
1041
Credential Qtrade Securities
$15.6K +$970 +14 +7%
PIMG
1042
Patriot Investment Management Group
Tennessee
$15.2K +$13.9K +200 New
BC
1043
Bartlett & Co
Ohio
$15K -$1.04K -15 -7%
CHA
1044
Carmichael Hill & Associates
Maryland
$15K – – –
HCM
1045
Highlander Capital Management
New Jersey
$15K – – –
MMG
1046
Monetary Management Group
Missouri
$15K – – –
ETC
1047
Exchange Traded Concepts
Oklahoma
$15K +$4.09K +59 +42%
BCWM
1048
Bartlett & Co Wealth Management
Ohio
$14.8K -$1.04K -15 -7%
Loomis, Sayles & Company
1049
Loomis, Sayles & Company
Massachusetts
$14K -$850K -12,261 -99%
SLF
1050
Sun Life Financial
Ontario, Canada
$14K -$485 -7 -4%