We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1026
Summit X LLC
Missouri
$321K -$3.98K -34 -1%
KAM
1027
Knightsbridge Asset Management
California
$317K – – –
KCM
1028
Kathmere Capital Management
Pennsylvania
$317K +$105K +896 +49%
EH
1029
Equitable Holdings
New York
$313K -$2.93K -25 -0.9%
AWP
1030
Ascent Wealth Partners
New York
$312K – – –
OWA
1031
One Wealth Advisors
California
$311K -$170K -1,451 -35%
WAM
1032
Wakefield Asset Management
Colorado
$311K +$819 +7 +0.3%
NQWM
1033
Northwest Quadrant Wealth Management
Oregon
$310K -$33.6K -287 -10%
QCG
1034
Quadrant Capital Group
Ohio
$310K -$14.3K -122 -4%
AR
1035
Apeiron RIA
Texas
$310K +$314K +2,679 New
CI
1036
Conning Inc
Connecticut
$309K -$1.05K -9 -0.3%
DWT
1037
Dorsey & Whitney Trust
South Dakota
$308K -$21.5K -184 -6%
MFC
1038
Mechanics Financial Corp
Ohio
$308K -$17.6K -150 -5%
BWM
1039
Baron Wealth Management
Michigan
$308K +$312K +2,662 New
EP
1040
Eudaimonia Partners
Tennessee
$308K -$29.8K -255 -9%
GCM
1041
Gallacher Capital Management
Colorado
$307K +$311K +2,655 New
WIM
1042
WealthPlan Investment Management
Nebraska
$307K +$58K +496 +23%
WAM
1043
WNY Asset Management
New York
$304K -$2.58K -22 -0.8%
BIM
1044
Bridgecreek Investment Management
Oklahoma
$303K – – –
MHS
1045
M Holdings Securities
Oregon
$303K +$15.7K +134 +5%
WP
1046
WealthPLAN Partners
Nebraska
$303K +$311K +2,656 New
E
1047
Ergoteles
New York
$300K +$303K +2,593 New
LFAS
1048
Level Four Advisory Services
Texas
$299K +$67.6K +578 +29%
BJL
1049
Brighton Jones LLC
Washington
$299K +$83.4K +713 +38%
BFW
1050
Brady Family Wealth
Missouri
$299K +$302K +2,584 New
40 41
42
43 44