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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1126
International Assets Investment Management
Florida
$224K +$9.63K +88 +5%
BHIA
1127
Birch Hill Investment Advisors
Massachusetts
$224K
CAM
1128
Cubic Asset Management
Massachusetts
$224K
SJL
1129
Shayne & Jacobs LLC
Tennessee
$224K
SAM
1130
Sequent Asset Management
Texas
$224K +$219K +2,000 New
LS
1131
Livforsakringsbolaget Skandia
Sweden
$224K
BCM
1132
Brookstone Capital Management
Illinois
$223K +$984 +9 +0.5%
FMP
1133
Financial Management Professionals
Texas
$223K +$54.6K +499 +33%
WP
1134
WealthPLAN Partners
Nebraska
$220K -$20.7K -189 -9%
SA
1135
Syntax Advisors
New York
$218K -$16.4K -150 -7%
VCG
1136
Vantage Consulting Group
Virginia
$218K -$16.4K -150 -7%
EFG
1137
Ethos Financial Group
Pennsylvania
$218K
DAS
1138
Dynamic Advisor Solutions
Arizona
$218K +$3.72K +34 +2%
VDI
1139
Vaughan David Investments
Illinois
$217K
CAWM
1140
Capital Advisors Wealth Management
Washington
$216K -$3.61K -33 -2%
PIA
1141
Perennial Investment Advisors
California
$216K -$219 -2 -0.1%
OC
1142
Oakworth Capital
Alabama
$216K -$24.5K -224 -10%
GS
1143
GTS Securities
Florida
$215K +$210K +1,924 New
EWM
1144
Executive Wealth Management
Michigan
$215K +$210K +1,923 New
DMBA
1145
Deseret Mutual Benefit Administrators
Utah
$214K -$1.53K -14 -0.7%
GM
1146
GeoWealth Management
Illinois
$214K -$1.31K -12 -0.6%
TH
1147
TCTC Holdings
Texas
$212K
GWS
1148
Glassman Wealth Services
Virginia
$211K -$7.98K -73 -4%
RPWA
1149
Regent Peak Wealth Advisors
Georgia
$211K -$6.23K -57 -3%
AT
1150
Arden Trust
Delaware
$211K +$207K +1,891 New