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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1101
Advisors Capital Management
New Jersey
$298K -$22.1K -182 -7%
TPI
1102
Trust Point Inc
Wisconsin
$297K -$4.25K -35 -1%
BCM
1103
Brookstone Capital Management
Illinois
$297K +$80.2K +661 +38%
CSS
1104
Cubist Systematic Strategies
Connecticut
$296K +$292K +2,410 New
SWM
1105
Spire Wealth Management
Virginia
$294K -$1.94K -16 -0.7%
CFG
1106
Cooper Financial Group
California
$292K +$5.34K +44 +2%
PI
1107
Pettee Investors
Connecticut
$292K
CB
1108
Cadence Bank
Mississippi
$291K -$7.53K -62 -3%
FFM
1109
Forum Financial Management
Illinois
$290K -$14.9K -123 -5%
PPWP
1110
Premier Path Wealth Partners
New Jersey
$289K -$364 -3 -0.1%
DOA
1111
D'Orazio & Associates
Virginia
$289K +$4.86K +40 +2%
AA
1112
Aufman Associates
Pennsylvania
$289K
LIM
1113
Loudon Investment Management
New Hampshire
$289K
WA
1114
WBH Advisory
Maryland
$288K +$121 +1 +0%
AWM
1115
Aberdeen Wealth Management
Illinois
$288K +$36.8K +303 +15%
BFA
1116
Beaumont Financial Advisors
Massachusetts
$287K -$1.46K -12 -0.5%
LS
1117
Livforsakringsbolaget Skandia
Sweden
$286K
PIA
1118
Powell Investment Advisors
Florida
$286K +$121 +1 +0%
BCM
1119
Brown Capital Management
Maryland
$286K
OL
1120
Optas LLC
Texas
$283K -$9.1K -75 -3%
MJP
1121
Michael J. Puzo
$282K -$14K -115 -5%
IB
1122
Intrust Bank
Kansas
$281K -$5.7K -47 -2%
NL
1123
Navalign LLC
California
$281K -$30.5K -251 -10%
SWM
1124
Stockman Wealth Management
Montana
$276K +$364 +3 +0.1%
OWA
1125
Outlook Wealth Advisors
Texas
$276K +$54.7K +451 +25%