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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1076
TrustCore Financial Services
Tennessee
$92K – – –
HWA
1077
Heritage Wealth Advisors
Virginia
$85.8K – – –
CSPIA
1078
Cary Street Partners Investment Advisory
Virginia
$85K -$167K -1,815 -68%
SSB
1079
Sandy Spring Bank
Maryland
$85K – – –
QCG
1080
Quadrant Capital Group
Ohio
$85K +$17.5K +190 +28%
GLLW
1081
Graves Light Lenhart Wealth
Virginia
$82K -$15.5K -168 -17%
FMP
1082
Financial Management Professionals
Texas
$82K +$7.09K +77 +10%
PCM
1083
Penserra Capital Management
California
$79K +$11.8K +128 +19%
IPW
1084
IronBridge Private Wealth
Texas
$78K – – –
EFSCE
1085
Enterprise Financial Services Corp (EFSC)
Missouri
$75K -$184 -2 -0.3%
FPFS
1086
First Personal Financial Services
North Carolina
$74K – – –
RFA
1087
Reilly Financial Advisors
California
$74K – – –
RWM
1088
Raffa Wealth Management
District of Columbia
$72.5K +$921 +10 +1%
CFO
1089
CVA Family Office
Colorado
$70K +$10.6K +115 +19%
SWM
1090
Sugarloaf Wealth Management
Georgia
$69K – – –
ME
1091
McIlrath & Eck
Washington
$67K +$24.7K +268 +64%
BWP
1092
Baldwin Wealth Partners
Massachusetts
$66K – – –
SWM
1093
Selective Wealth Management
Virginia
$66K – – –
GWS
1094
Glassman Wealth Services
Virginia
$65K -$34.1K -370 -36%
SAM
1095
S.A. Mason
Michigan
$64K – – –
VBCG
1096
Valley Brook Capital Group
Pennsylvania
$63K – – –
MWM
1097
Mascoma Wealth Management
New Hampshire
$63K +$59K +641 New
ED
1098
Exane Derivatives
France
$62.7K +$21.5K +233 +57%
LWA
1099
Lenox Wealth Advisors
New York
$60K – – –
Jones Financial Companies
1100
Jones Financial Companies
Missouri
$59K -$27.6K -300 -33%