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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1101
Romano Brothers & Co
Illinois
$309K -$29.8K -255 -8%
JSAM
1102
J. Safra Asset Management
New York
$309K +$322K +2,751 New
FC
1103
Fulcrum Capital
Washington
$308K +$37.1K +317 +13%
HWA
1104
Heritage Wealth Advisors
Virginia
$307K -$2.34K -20 -0.7%
ORG
1105
Optimist Retirement Group
Washington
$307K
DBRC
1106
D.B. Root & Company
Pennsylvania
$306K -$2.11K -18 -0.7%
RWA
1107
River Wealth Advisors
Pennsylvania
$305K +$319K +2,723 New
DC
1108
Diametric Capital
Massachusetts
$305K +$318K +2,721 New
CNTOF
1109
Canandaigua National Trust of Florida
New York
$305K +$70.5K +602 +28%
SFB
1110
STAR Financial Bank
Indiana
$304K -$15.3K -131 -5%
AWP
1111
Ascent Wealth Partners
New York
$303K
CAG
1112
Crestwood Advisors Group
Massachusetts
$302K +$316K +2,696 New
IB
1113
Intrust Bank
Kansas
$301K +$314K +2,687 New
AOWM
1114
Alpha Omega Wealth Management
Virginia
$301K
HIC
1115
Holderness Investments Company
North Carolina
$301K
OCPWS
1116
One Charles Private Wealth Services
Massachusetts
$300K -$3.28K -28 -1%
PCM
1117
Prana Capital Management
Connecticut
$299K -$17.4M -148,702 -98%
VA
1118
VestGen Advisors
Illinois
$299K +$100K +855 +47%
SOAMC
1119
Spirit of America Management Corp
New York
$297K -$140K -1,200 -31%
CB
1120
Cadence Bank
Mississippi
$297K +$19.1K +163 +7%
IPW
1121
Inlet Private Wealth
Florida
$296K -$456K -3,900 -60%
SIC
1122
Sigma Investment Counselors
Michigan
$295K
AGP
1123
Autumn Glory Partners
Texas
$295K
SFG
1124
SevenBridge Financial Group
Pennsylvania
$294K -$11.7K -100 -3%
IIA
1125
ICW Investment Advisors
Arizona
$293K -$13.1K -112 -4%