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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1076
IronBridge Private Wealth
Texas
$74K +$70.3K +792 New
EFSCE
1077
Enterprise Financial Services Corp (EFSC)
Missouri
$72K -$622 -7 -0.9%
VCG
1078
Vantage Consulting Group
Virginia
$72K +$68.4K +770 New
PWM
1079
Perigon Wealth Management
California
$71K +$67.2K +757 New
FPFS
1080
First Personal Financial Services
North Carolina
$70K
RFA
1081
Reilly Financial Advisors
California
$70K
FMP
1082
Financial Management Professionals
Texas
$70K +$3.11K +35 +5%
RWM
1083
Raffa Wealth Management
District of Columbia
$68K
SWM
1084
Sugarloaf Wealth Management
Georgia
$66K
IA
1085
Inspire Advisors
Idaho
$64K +$61K +687 New
BWP
1086
Baldwin Wealth Partners
Massachusetts
$63K
SWM
1087
Selective Wealth Management
Virginia
$63K
QCG
1088
Quadrant Capital Group
Ohio
$63K +$6.22K +70 +12%
PCM
1089
Penserra Capital Management
California
$63K +$12.3K +139 +26%
SAM
1090
S.A. Mason
Michigan
$60K
VBCG
1091
Valley Brook Capital Group
Pennsylvania
$60K +$57.7K +650 New
SIC
1092
Salem Investment Counselors
North Carolina
$59K +$11.6K +131 +26%
LWM
1093
Liberty Wealth Management
California
$59K +$24.7K +278 +72%
GA
1094
GoalVest Advisory
New York
$58K +$55.1K +620 New
LWA
1095
Lenox Wealth Advisors
New York
$57K
ZB
1096
Zions Bancorporation
Utah
$56K -$622 -7 -1%
CFO
1097
CVA Family Office
Colorado
$55K
MRCM
1098
M&R Capital Management
New Jersey
$55K
SQA
1099
Simon Quick Advisors
New Jersey
$51K +$48.7K +548 New
ST
1100
Sageworth Trust
Pennsylvania
$50K +$28.7K +323 +153%