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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TL
1151
TrueWealth LLC
Georgia
$7K – – –
PWMG
1152
Prestige Wealth Management Group
New Jersey
$7K +$253 +3 +4%
TCWM
1153
Total Clarity Wealth Management
Illinois
$7K +$6.83K +81 New
JAM
1154
JCIC Asset Management
Ontario, Canada
$6K – – –
KTC
1155
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
LFA
1156
Lighthouse Financial Advisors
Maryland
$6K +$6.66K +79 New
ZB
1157
Zions Bancorporation
Utah
$5K -$2.28K -27 -31%
PA
1158
PSI Advisors
Florida
$5K +$5.4K +64 New
AA
1159
Argent Advisors
Louisiana
$5K +$5.48K +65 New
CAC
1160
Certified Advisory Corp
Florida
$4K – – –
LFG
1161
LifePlan Financial Group
Ohio
$4K – – –
MA
1162
MCF Advisors
Kentucky
$4K – – –
PO
1163
Private Ocean
California
$4K – – –
WCG
1164
Weaver Consulting Group
California
$4K – – –
EWA
1165
Evolution Wealth Advisors
Florida
$4K +$337 +4 +9%
TIM
1166
Tortoise Investment Management
New York
$3K – – –
SQA
1167
Simon Quick Advisors
New Jersey
$3K +$2.53K +30 New
WAS
1168
Winch Advisory Services
Wisconsin
$3K +$3.37K +40 New
BL
1169
Balentine LLC
Georgia
$2K +$844 +10 +83%
CWAF
1170
Core Wealth Advisors (Florida)
Florida
$2K +$1.6K +19 New
IWP
1171
IAG Wealth Partners
Wisconsin
$2K +$1.69K +20 New
ETC
1172
Exchange Traded Concepts
Oklahoma
$2K +$1.94K +23 New
RG
1173
Retirement Group
California
$2K +$1.94K +23 New
WCM
1174
Wealthcare Capital Management
Virginia
$2K +$2.36K +28 New
ED
1175
Exane Derivatives
France
$1.49K – – –