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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1051
Sutton Wealth Advisors
Florida
$88.5K – – –
FGAM
1052
Financial Gravity Asset Management
Texas
$85K -$3.29K -39 -55%
PGAM
1053
Princeton Global Asset Management
New Jersey
$84K +$83.8K +993 New
CAL
1054
Capital Advisors Ltd
Ohio
$82K – – –
AA
1055
Ancora Advisors
Ohio
$81K +$80.1K +950 New
TFS
1056
TrustCore Financial Services
Tennessee
$80K – – –
GLI
1057
Guardian Life Insurance
New York
$79K – – –
CIA
1058
CSat Investment Advisory
Michigan
$78K +$11.5K +136 +17%
EWM
1059
EPG Wealth Management
Georgia
$77K +$76.1K +902 New
HWA
1060
Heritage Wealth Advisors
Virginia
$74.4K +$14.8K +175 +25%
RA
1061
Rational Advisors
New York
$73K -$143K -1,700 -66%
SIC
1062
Samalin Investment Counsel
New York
$68K +$68.2K +809 New
BFC
1063
Bedel Financial Consulting
Indiana
$67K – – –
EFSCE
1064
Enterprise Financial Services Corp (EFSC)
Missouri
$66K +$1.43K +17 +2%
LWA
1065
Lenox Wealth Advisors
New York
$65K – – –
RFA
1066
Reilly Financial Advisors
California
$64K – – –
WOC
1067
West Oak Capital
California
$63K -$34.2K -405 -35%
RWM
1068
Raffa Wealth Management
District of Columbia
$62.1K – – –
BC
1069
Barnett & Company
Tennessee
$62K – – –
SWM
1070
Sugarloaf Wealth Management
Georgia
$60K +$59.3K +703 New
SWM
1071
Selective Wealth Management
Virginia
$58K – – –
MRCM
1072
M&R Capital Management
New Jersey
$57K – – –
TCM
1073
Tradewinds Capital Management
Washington
$57K – – –
FCA
1074
FinTrust Capital Advisors
South Carolina
$55K +$15.6K +185 +40%
TI
1075
tru Independence
Oregon
$53K +$70.5K +836 New