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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1076
Prestige Wealth Management Group
New Jersey
$6K
FGAM
1077
Financial Gravity Asset Management
Texas
$6K +$1.85K +22 +43%
QCG
1078
Quadrant Capital Group
Ohio
$5K -$2.7K -32 -34%
CAC
1079
Certified Advisory Corp
Florida
$4K
LFG
1080
LifePlan Financial Group
Ohio
$4K
MA
1081
MCF Advisors
Kentucky
$4K
SGAM
1082
Smith Group Asset Management
Texas
$4K
WCG
1083
Weaver Consulting Group
California
$4K
SBL
1084
Sargent Bickham Lagudis
Colorado
$4K +$3.79K +45 New
EWA
1085
Evolution Wealth Advisors
Florida
$4K +$3.96K +47 New
FCH
1086
Freestone Capital Holdings
Washington
$3.81K -$512K -6,069 -12%
TIM
1087
Tortoise Investment Management
New York
$3K
PO
1088
Private Ocean
California
$3K +$3.12K +37 New
MWM
1089
Mascoma Wealth Management
New Hampshire
$2K -$88.8K -1,053 -97%
BWM
1090
BerganKDV Wealth Management
Minnesota
$2K
GWMIA
1091
Global Wealth Management Investment Advisory
Florida
$2K
DWM
1092
Destination Wealth Management
California
$2K +$1.69K +20 New
WAS
1093
Winch Advisory Services
Wisconsin
$2K +$1.69K +20 New
CPIA
1094
Cornell Pochily Investment Advisors
New York
$1.88K -$218K -2,587 -10%
ED
1095
Exane Derivatives
France
$1.4K
MWC
1096
MBM Wealth Consultants
Missouri
$1K +$675 +8 New
W
1097
WealthStone
Ohio
$411 +$422 +5 New
WIM
1098
Westside Investment Management
California
$13 +$13.9K +165 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