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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1051
Davis Capital Management
Florida
$4K +$4.87K +61 New
CAGAS
1052
Capital Advisory Group Advisory Services
Minnesota
$4K +$5.03K +63 New
LSA
1053
Lion Street Advisors
Texas
$4K +$5.43K +68 New
CAC
1054
Certified Advisory Corp
Florida
$3K – – –
LFG
1055
LifePlan Financial Group
Ohio
$3K – – –
MA
1056
MCF Advisors
Kentucky
$3K – – –
CWAF
1057
Core Wealth Advisors (Florida)
Florida
$3K +$2.32K +29 +153%
EWM
1058
Elmwood Wealth Management
California
$2.4K +$3.12K +39 New
ZB
1059
Zions Bancorporation
Utah
$2K -$2.56K -32 -54%
WAS
1060
Winch Advisory Services
Wisconsin
$2K -$799 -10 -25%
IWP
1061
IAG Wealth Partners
Wisconsin
$2K – – –
PO
1062
Private Ocean
California
$2K – – –
TIM
1063
Tortoise Investment Management
New York
$2K – – –
WAMC
1064
Western Asset Management Company
California
$2K +$1.92K +24 New
AA
1065
AlphaMark Advisors
Kentucky
$2K +$2.08K +26 +2,600%
ED
1066
Exane Derivatives
France
$1.07K – – –
BWM
1067
BerganKDV Wealth Management
Minnesota
$1K – – –
CCA
1068
Column Capital Advisors
Indiana
$1K – – –
PFO
1069
Pathstone Family Office
New Jersey
$1K +$1.2K +15 New
PW
1070
Price Wealth
Texas
$1K +$1.2K +15 New
SIAS
1071
Shine Investment Advisory Services
Colorado
$1K +$1.52K +19 New
WIM
1072
Westside Investment Management
California
$10 +$13.2K +165 New
Assenagon Asset Management
1073
Assenagon Asset Management
Luxembourg
– -$32.3M -379,297 Closed
SC
1074
Samlyn Capital
New York
– -$30.8M -362,009 Closed
ACM
1075
Advisors Capital Management
New Jersey
– -$16M -188,632 Closed