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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1051
LifePlan Financial Group
Ohio
$3K
MA
1052
MCF Advisors
Kentucky
$3K
CWAF
1053
Core Wealth Advisors (Florida)
Florida
$3K +$2.32K +29 +153%
EWM
1054
Elmwood Wealth Management
California
$2.4K +$3.12K +39 New
ZB
1055
Zions Bancorporation
Utah
$2K -$2.56K -32 -54%
WAS
1056
Winch Advisory Services
Wisconsin
$2K -$799 -10 -25%
IWP
1057
IAG Wealth Partners
Wisconsin
$2K
PO
1058
Private Ocean
California
$2K
TIM
1059
Tortoise Investment Management
New York
$2K
WAMC
1060
Western Asset Management Company
California
$2K +$1.92K +24 New
AA
1061
AlphaMark Advisors
Kentucky
$2K +$2.08K +26 +2,600%
OAM
1062
Optimal Asset Management
California
$1.51K +$1.34M +16,799 +233%
ED
1063
Exane Derivatives
France
$1.07K
BWM
1064
BerganKDV Wealth Management
Minnesota
$1K
CCA
1065
Column Capital Advisors
Indiana
$1K
PFO
1066
Pathstone Family Office
New Jersey
$1K +$1.2K +15 New
PW
1067
Price Wealth
Texas
$1K +$1.2K +15 New
SIAS
1068
Shine Investment Advisory Services
Colorado
$1K +$1.52K +19 New
FCH
1069
Freestone Capital Holdings
Washington
$336 -$101K -1,269 -19%
WA
1070
WBH Advisory
Maryland
$235 -$23.7K -297 -7%
FGAM
1071
Financial Gravity Asset Management
Texas
$152 -$2.4K -30 -94%
TI
1072
tru Independence
Oregon
$53
WIM
1073
Westside Investment Management
California
$10 +$13.2K +165 New
Assenagon Asset Management
1074
Assenagon Asset Management
Luxembourg
-$32.3M -379,297 Closed
SC
1075
Samlyn Capital
New York
-$30.8M -362,009 Closed