We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RA
1076
Riversedge Advisors
Delaware
$285K +$274K +2,895 New
IA
1077
IFG Advisory
Georgia
$284K +$266K +2,813 +3,516%
OL
1078
Optas LLC
Texas
$283K -$152K -1,607 -36%
IA
1079
Integrity Alliance
Iowa
$282K -$10.3K -109 -4%
GVAG
1080
Great Valley Advisor Group
Delaware
$282K +$271K +2,867 New
SPW
1081
Signet Private Wealth
Illinois
$282K +$5.77K +61 +2%
HTIM
1082
Harbour Trust & Investment Management
Indiana
$281K -$9.65K -102 -3%
APP
1083
Avantax Planning Partners
Iowa
$280K +$8.71K +92 +3%
SPC
1084
Spirepoint Private Client
Florida
$280K -$106K -1,119 -28%
CWG
1085
Cornerstone Wealth Group
North Carolina
$280K +$31.6K +334 +13%
TWIM
1086
TIAA Wealth Investment Management
New York
$279K -$9.65K -102 -3%
BWM
1087
Baron Wealth Management
Michigan
$278K +$1.89K +20 +0.7%
FCG
1088
Fielder Capital Group
Tennessee
$277K +$29.5K +312 +12%
FWP
1089
Fiduciary Wealth Partners
Massachusetts
$276K – – –
PP
1090
Patten & Patten
Tennessee
$276K -$5.68K -60 -2%
JSAM
1091
J. Safra Asset Management
New York
$275K – – –
SP
1092
Successful Portfolios
Florida
$274K -$1.89K -20 -0.8%
MW
1093
MBL Wealth
North Carolina
$274K +$264K +2,786 New
MKC
1094
M. Kraus & Co
Vermont
$273K +$6.34K +67 +2%
SIG
1095
Sargent Investment Group
Maryland
$273K -$10.5K -111 -4%
BMCM
1096
Bryn Mawr Capital Management
Pennsylvania
$272K +$8.8K +93 +3%
FFBTD
1097
First Financial Bank - Trust Division
Ohio
$272K – – –
KFI
1098
Key Financial Inc
Pennsylvania
$272K – – –
SPF
1099
South Plains Financial
Texas
$272K – – –
RWFS
1100
Rayburn West Financial Services
Tennessee
$271K +$4.73K +50 +2%