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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1076
Heritage Wealth Advisors
Virginia
$82K – – –
SSB
1077
Sandy Spring Bank
Maryland
$81K -$111K -1,251 -59%
BFC
1078
Bedel Financial Consulting
Indiana
$74K – – –
IPW
1079
IronBridge Private Wealth
Texas
$74K +$70.3K +792 New
EFSCE
1080
Enterprise Financial Services Corp (EFSC)
Missouri
$72K -$622 -7 -0.9%
VCG
1081
Vantage Consulting Group
Virginia
$72K +$68.4K +770 New
PWM
1082
Perigon Wealth Management
California
$71K +$67.2K +757 New
FPFS
1083
First Personal Financial Services
North Carolina
$70K – – –
RFA
1084
Reilly Financial Advisors
California
$70K – – –
FMP
1085
Financial Management Professionals
Texas
$70K +$3.11K +35 +5%
RWM
1086
Raffa Wealth Management
District of Columbia
$68K – – –
SWM
1087
Sugarloaf Wealth Management
Georgia
$66K – – –
IA
1088
Inspire Advisors
Idaho
$64K +$61K +687 New
BWP
1089
Baldwin Wealth Partners
Massachusetts
$63K – – –
SWM
1090
Selective Wealth Management
Virginia
$63K – – –
QCG
1091
Quadrant Capital Group
Ohio
$63K +$6.22K +70 +12%
PCM
1092
Penserra Capital Management
California
$63K +$12.3K +139 +26%
SAM
1093
S.A. Mason
Michigan
$60K – – –
VBCG
1094
Valley Brook Capital Group
Pennsylvania
$60K +$57.7K +650 New
SIC
1095
Salem Investment Counselors
North Carolina
$59K +$11.6K +131 +26%
LWM
1096
Liberty Wealth Management
California
$59K +$24.7K +278 +72%
GA
1097
GoalVest Advisory
New York
$58K +$55.1K +620 New
LWA
1098
Lenox Wealth Advisors
New York
$57K – – –
ZB
1099
Zions Bancorporation
Utah
$56K -$622 -7 -1%
CFO
1100
CVA Family Office
Colorado
$55K – – –