We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1126
Accretive Wealth Partners
New Jersey
$267K – – –
TIA
1127
Tiemann Investment Advisors
California
$266K +$12.3K +100 +5%
BO
1128
Bank OZK
Arkansas
$265K -$10.9K -89 -4%
TWM
1129
Titus Wealth Management
California
$265K – – –
Vaughan David Investments
1130
Vaughan David Investments
Illinois
$265K – – –
IAIM
1131
International Assets Investment Management
Florida
$264K -$1.72K -14 -0.7%
Ingalls & Snyder LLC
1132
Ingalls & Snyder LLC
New York
$264K – – –
Western Wealth Management
1133
Western Wealth Management
Colorado
$264K +$238K +1,938 New
JCIA
1134
Jackson Creek Investment Advisors
Colorado
$263K -$12.8K -104 -5%
ITIM
1135
Indiana Trust & Investment Management
Indiana
$261K – – –
Brookstone Capital Management
1136
Brookstone Capital Management
Illinois
$260K +$13K +106 +6%
GEA
1137
Glen Eagle Advisors
New Jersey
$260K – – –
BFS
1138
Bard Financial Services
Connecticut
$259K – – –
ACM
1139
Ategra Capital Management
Virginia
$257K – – –
RPWA
1140
Regent Peak Wealth Advisors
Georgia
$257K +$3.56K +29 +2%
C
1141
Covestor
United Kingdom
$255K +$112K +911 +95%
KBFS
1142
Kohmann Bosshard Financial Services
Ohio
$255K +$229K +1,865 New
SCI
1143
S&CO Inc
Massachusetts
$253K – – –
NorthRock Partners
1144
NorthRock Partners
Minnesota
$251K -$26.1K -213 -10%
NewEdge Wealth
1145
NewEdge Wealth
Pennsylvania
$249K +$224K +1,828 New
MFW
1146
Meristem Family Wealth
Minnesota
$248K -$48.7K -397 -18%
AF
1147
Affiance Financial
Minnesota
$247K – – –
CX Institutional
1148
CX Institutional
Indiana
$247K +$16.7K +136 +8%
MCM
1149
McDonough Capital Management
Florida
$246K -$10.8K -88 -5%
CC
1150
Cornerstone Capital
California
$246K – – –