We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TL
1076
TrueWealth LLC
Georgia
$7K +$7.17K +85 New
KTC
1077
Kistler-Tiffany Companies
Pennsylvania
$6K -$9.11K -108 -60%
JAM
1078
JCIC Asset Management
Ontario, Canada
$6K – – –
PWMG
1079
Prestige Wealth Management Group
New Jersey
$6K – – –
FGAM
1080
Financial Gravity Asset Management
Texas
$6K +$1.85K +22 +43%
QCG
1081
Quadrant Capital Group
Ohio
$5K -$2.7K -32 -34%
CAC
1082
Certified Advisory Corp
Florida
$4K – – –
LFG
1083
LifePlan Financial Group
Ohio
$4K – – –
MA
1084
MCF Advisors
Kentucky
$4K – – –
SGAM
1085
Smith Group Asset Management
Texas
$4K – – –
WCG
1086
Weaver Consulting Group
California
$4K – – –
SBL
1087
Sargent Bickham Lagudis
Colorado
$4K +$3.79K +45 New
EWA
1088
Evolution Wealth Advisors
Florida
$4K +$3.96K +47 New
TIM
1089
Tortoise Investment Management
New York
$3K – – –
PO
1090
Private Ocean
California
$3K +$3.12K +37 New
MWM
1091
Mascoma Wealth Management
New Hampshire
$2K -$88.8K -1,053 -97%
BWM
1092
BerganKDV Wealth Management
Minnesota
$2K – – –
GWMIA
1093
Global Wealth Management Investment Advisory
Florida
$2K – – –
DWM
1094
Destination Wealth Management
California
$2K +$1.69K +20 New
WAS
1095
Winch Advisory Services
Wisconsin
$2K +$1.69K +20 New
ED
1096
Exane Derivatives
France
$1.4K – – –
MWC
1097
MBM Wealth Consultants
Missouri
$1K +$675 +8 New
W
1098
WealthStone
Ohio
$411 +$422 +5 New
WIC
1099
Willis Investment Counsel
Georgia
– -$30.9M -727,488 Closed
Lord, Abbett & Co
1100
Lord, Abbett & Co
New Jersey
– -$24.8M -308,800 Closed