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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1076
Regent Peak Wealth Advisors
Georgia
$206K +$899 +8 +0.4%
SFG
1077
SNS Financial Group
Minnesota
$203K +$203K +1,806 New
IFG
1078
Independent Financial Group
California
$202K -$11.2K -100 -5%
CPA
1079
Cowen Prime Advisors
New York
$202K
VNA
1080
Valley National Advisers
Pennsylvania
$197K -$8.88K -79 -4%
SWM
1081
Spire Wealth Management
Virginia
$196K -$18.2K -162 -8%
FNBOSM
1082
First National Bank of South Miami
Florida
$195K +$4.83K +43 +3%
OBWP
1083
O'Brien Wealth Partners
Massachusetts
$192K +$185K +1,647 New
AF
1084
Advisornet Financial
Minnesota
$186K -$580K -5,162 -76%
CFA
1085
Carroll Financial Associates
North Carolina
$181K +$337 +3 +0.2%
AII
1086
AGF Investments Inc
Ontario, Canada
$180K +$180K +1,600 New
BFC
1087
Bedel Financial Consulting
Indiana
$179K
PMFA
1088
Plante Moran Financial Advisors
Michigan
$179K +$56.2K +500 +46%
CI
1089
CX Institutional
Indiana
$177K +$5.05K +45 +3%
IWA
1090
IBEX Wealth Advisors
New Jersey
$177K +$177K +1,574 New
RIM
1091
Rockbridge Investment Management
New York
$174K
OSNBOA
1092
Old Second National Bank of Aurora
Illinois
$173K -$786 -7 -0.5%
LS
1093
Leelyn Smith
Illinois
$171K -$42.6K -379 -20%
HFM
1094
Harvest Fund Management
China
$167K +$168K +1,493 New
BCM
1095
Blume Capital Management
California
$165K -$5.05K -45 -3%
NICM
1096
Neo Ivy Capital Management
New York
$164K +$243K +2,163 New
FFC
1097
First Financial Corp
Indiana
$163K
OIA
1098
Optimum Investment Advisors
Illinois
$163K
TFM
1099
TFC Financial Management
Massachusetts
$161K +$899 +8 +0.6%
FWM
1100
Focused Wealth Management
New York
$158K +$674 +6 +0.4%