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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1126
Vigilare Wealth Management
Arizona
$238K +$351 +3 +0.1%
VCM
1127
Vivaldi Capital Management
Illinois
$238K +$1.99K +17 +0.8%
ISWM
1128
Independent Solutions Wealth Management
New York
$237K – – –
RPWA
1129
Regent Peak Wealth Advisors
Georgia
$237K +$8.89K +76 +4%
WGAM
1130
Wilkinson Global Asset Management
New York
$237K – – –
TCA
1131
Transcend Capital Advisors
New Jersey
$237K +$21.9K +187 +10%
AFG
1132
Allegheny Financial Group
Pennsylvania
$236K -$77.1K -659 -24%
AWM
1133
Aries Wealth Management
Maine
$236K – – –
AWM
1134
Atticus Wealth Management
Florida
$235K -$1.87K -16 -0.8%
SFWC
1135
Strategic Family Wealth Counselors
New Jersey
$233K +$1.17K +10 +0.5%
DEA
1136
DoubleLine ETF Adviser
Florida
$233K +$236K +2,016 New
SIA
1137
SkyView Investment Advisors
New Jersey
$232K -$19.5K -167 -8%
Brookstone Capital Management
1138
Brookstone Capital Management
Illinois
$232K +$231K +1,975 New
Birch Hill Investment Advisors
1139
Birch Hill Investment Advisors
Massachusetts
$231K – – –
CAM
1140
Cubic Asset Management
Massachusetts
$231K – – –
PIM
1141
Provident Investment Management
Michigan
$231K – – –
SC
1142
Searle & Co
Connecticut
$231K – – –
SJL
1143
Shayne & Jacobs LLC
Tennessee
$231K – – –
GWS
1144
Glassman Wealth Services
Virginia
$231K +$141K +1,204 +151%
WP
1145
Wedgewood Partners
Missouri
$231K – – –
SAM
1146
SignalPoint Asset Management
Missouri
$231K +$351 +3 +0.2%
Livforsakringsbolaget Skandia
1147
Livforsakringsbolaget Skandia
Sweden
$231K – – –
EA
1148
Emerald Advisors
Washington
$230K +$23.5K +201 +11%
OFS
1149
OneAscent Financial Services
Alabama
$230K +$233K +1,992 New
IP
1150
Investment Partners
Ohio
$229K -$219K -1,874 -49%