We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1026
NorthRock Partners
Minnesota
$313K +$66.9K +540 +24%
WFA
1027
Wipfli Financial Advisors
Wisconsin
$313K +$345K +2,787 New
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$311K -$4.58K -37 -1%
WTB
1029
Washington Trust Bank
Washington
$311K – – –
KAM
1030
Knightsbridge Asset Management
California
$307K – – –
MPI
1031
Mairs & Power Inc
Minnesota
$306K – – –
EH
1032
Equitable Holdings
New York
$306K +$68.9K +556 +26%
LNB
1033
Ledyard National Bank
$306K +$338K +2,731 New
CFG
1034
Cooper Financial Group
California
$305K +$51.6K +416 +18%
AWP
1035
Ascent Wealth Partners
New York
$303K +$112K +900 +50%
AFG
1036
Allegheny Financial Group
Pennsylvania
$302K +$124 +1 +0%
CI
1037
Conning Inc
Connecticut
$301K -$29.5K -238 -8%
MCM
1038
Monument Capital Management
Virginia
$301K +$13.3K +107 +4%
WAM
1039
Wakefield Asset Management
Colorado
$301K +$332K +2,681 New
CWM
1040
Cahaba Wealth Management
Georgia
$300K -$10K -81 -3%
NL
1041
NWAM LLC
Washington
$300K +$248 +2 +0.1%
FFA
1042
Fragasso Financial Advisors
Pennsylvania
$298K +$20.4K +165 +7%
WAM
1043
WNY Asset Management
New York
$297K -$1.24K -10 -0.4%
RTS
1044
Round Table Services
New Jersey
$297K – – –
BIM
1045
Bridgecreek Investment Management
Oklahoma
$295K – – –
WPC
1046
Wedmont Private Capital
Pennsylvania
$295K +$82.2K +663 +34%
CT
1047
Colonial Trust
South Carolina
$295K +$326K +2,628 New
JWWM
1048
Johnson & White Wealth Management
Pennsylvania
$295K +$326K +2,628 New
QIM
1049
Quantitative Investment Management
Virginia
$295K +$327K +2,637 New
TW
1050
Transform Wealth
Colorado
$294K -$211K -1,705 -39%
40 41
42
43 44