We are live on ! Find out more
PAYX icon

Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1101
Ascent Wealth Partners
New York
$249K +$495 +5 +0.2%
MFS
1102
Mirabella Financial Services
United Kingdom
$249K +$268K +2,705 New
CPSAC
1103
Chas P. Smith & Associates (CPS)
Florida
$249K -$43.5K -440 -14%
HTC
1104
Haverford Trust Company
Pennsylvania
$248K -$85K -859 -24%
RDWM
1105
Red Door Wealth Management
Tennessee
$248K +$15K +152 +6%
NL
1106
NWAM LLC
Washington
$247K -$59.1K -597 -18%
HIC
1107
Holderness Investments Company
North Carolina
$247K – – –
BMCM
1108
Bryn Mawr Capital Management
Pennsylvania
$247K +$11K +111 +4%
BC
1109
Burney Company
Virginia
$246K -$179K -1,810 -40%
MMM
1110
Mendel Money Management
Illinois
$245K -$13.9K -140 -5%
CCP
1111
Cushing Capital Partners
Wisconsin
$245K -$242K -2,447 -48%
MG
1112
Mather Group
Illinois
$244K +$58.5K +591 +29%
AGP
1113
Autumn Glory Partners
Texas
$244K +$1.58K +16 +0.6%
IIA
1114
ICW Investment Advisors
Arizona
$243K +$2.38K +24 +0.9%
SIC
1115
Sigma Investment Counselors
Michigan
$243K – – –
MWM
1116
Meridian Wealth Management
Kentucky
$241K -$2.29M -23,106 -90%
LOAMU
1117
Lombard Odier Asset Management (USA)
New York
$241K +$258K +2,612 New
SP
1118
Successful Portfolios
Florida
$240K -$12.8K -129 -5%
OWA
1119
Outlook Wealth Advisors
Texas
$240K +$52.1K +527 +25%
TBT
1120
Texas Bank & Trust
Texas
$239K – – –
BA
1121
Bridgewater Advisors
New York
$239K +$32.5K +328 +14%
RA
1122
Rise Advisors
New York
$238K -$51.5K -521 -17%
NQWM
1123
Northwest Quadrant Wealth Management
Oregon
$238K +$2.38K +24 +0.9%
EHWM
1124
Eads & Heald Wealth Management
Georgia
$237K +$255K +2,574 New
AO
1125
Advisor OS
Illinois
$237K +$42K +424 +20%
43 44
45
46 47