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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Atticus Wealth Management
Florida
$233K
BB
1127
Busey Bank
Illinois
$233K
FLI
1128
Family Legacy Inc
South Carolina
$233K
BWP
1129
BSW Wealth Partners
Colorado
$232K -$36.2K -292 -12%
KFP
1130
KB Financial Partners
New Jersey
$232K +$37.5K +303 +17%
VWM
1131
Vigilare Wealth Management
Arizona
$231K -$75.5K -609 -23%
PWM
1132
Perigon Wealth Management
California
$231K -$12.1K -98 -5%
ISWM
1133
Independent Solutions Wealth Management
New York
$231K
WGAM
1134
Wilkinson Global Asset Management
New York
$230K
FPCP
1135
Fort Point Capital Partners
California
$227K -$1.24K -10 -0.5%
LFAS
1136
Level Four Advisory Services
Texas
$226K -$5.45K -44 -2%
BFM
1137
Boothbay Fund Management
New York
$226K +$250K +2,017 New
LS
1138
Livforsakringsbolaget Skandia
Sweden
$225K -$211K -1,700 -46%
SFWC
1139
Strategic Family Wealth Counselors
New Jersey
$225K
BHIA
1140
Birch Hill Investment Advisors
Massachusetts
$224K
CAM
1141
Cubic Asset Management
Massachusetts
$224K
DWM
1142
Dorchester Wealth Management
Quebec, Canada
$224K
PIM
1143
Provident Investment Management
Michigan
$224K
SC
1144
Searle & Co
Connecticut
$224K
SJL
1145
Shayne & Jacobs LLC
Tennessee
$224K
WP
1146
Wedgewood Partners
Missouri
$224K
SAM
1147
SignalPoint Asset Management
Missouri
$224K +$9.54K +77 +4%
AWM
1148
Accurate Wealth Management
Florida
$223K +$248K +1,999 New
CWM
1149
Cabot Wealth Management
Massachusetts
$222K -$9.91K -80 -4%
CAWM
1150
Capital Advisors Wealth Management
Washington
$221K