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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BO
1126
Bank OZK
Arkansas
$265K -$10.9K -89 -4%
TWM
1127
Titus Wealth Management
California
$265K
VDI
1128
Vaughan David Investments
Illinois
$265K
IAIM
1129
International Assets Investment Management
Florida
$264K -$1.72K -14 -0.7%
ISL
1130
Ingalls & Snyder LLC
New York
$264K
WWM
1131
Western Wealth Management
Colorado
$264K +$238K +1,938 New
JCIA
1132
Jackson Creek Investment Advisors
Colorado
$263K -$12.8K -104 -5%
ITIM
1133
Indiana Trust & Investment Management
Indiana
$261K
BCM
1134
Brookstone Capital Management
Illinois
$260K +$13K +106 +6%
GEA
1135
Glen Eagle Advisors
New Jersey
$260K
BFS
1136
Bard Financial Services
Connecticut
$259K
ACM
1137
Ategra Capital Management
Virginia
$257K
RPWA
1138
Regent Peak Wealth Advisors
Georgia
$257K +$3.56K +29 +2%
C
1139
Covestor
United Kingdom
$255K +$112K +911 +95%
KBFS
1140
Kohmann Bosshard Financial Services
Ohio
$255K +$229K +1,865 New
SCI
1141
S&CO Inc
Massachusetts
$253K
NP
1142
NorthRock Partners
Minnesota
$251K -$26.1K -213 -10%
NW
1143
NewEdge Wealth
Pennsylvania
$249K +$224K +1,828 New
MFW
1144
Meristem Family Wealth
Minnesota
$248K -$48.7K -397 -18%
AF
1145
Affiance Financial
Minnesota
$247K
CI
1146
CX Institutional
Indiana
$247K +$16.7K +136 +8%
MCM
1147
McDonough Capital Management
Florida
$246K -$10.8K -88 -5%
CC
1148
Cornerstone Capital
California
$246K
CPA
1149
Cowen Prime Advisors
New York
$246K
AT
1150
Arden Trust
Delaware
$245K -$30K -244 -12%