We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1151
Mascoma Wealth Management
New Hampshire
$83K +$82.7K +736 New
GWS
1152
Glassman Wealth Services
Virginia
$80K +$2.92K +26 +4%
SWM
1153
Sugarloaf Wealth Management
Georgia
$79K – – –
AS
1154
Altshuler Shaham
Israel
$79K +$78.4K +698 New
BWP
1155
Baldwin Wealth Partners
Massachusetts
$76K – – –
SSB
1156
Sandy Spring Bank
Maryland
$72K -$8.43K -75 -10%
LWA
1157
Lenox Wealth Advisors
New York
$70K +$899 +8 +1%
GCGDR
1158
Geo Capital Gestora de Recursos
Brazil
$68K -$4.49K -40 -6%
WBC
1159
West Branch Capital
Massachusetts
$67K – – –
SIC
1160
Salem Investment Counselors
North Carolina
$67K +$11.2K +100 +20%
Jones Financial Companies
1161
Jones Financial Companies
Missouri
$66K – – –
CG
1162
Cutler Group
California
$65K +$65K +579 New
ADL
1163
Asset Dedication LLC
California
$63K +$14.2K +126 +29%
RTL
1164
Red Tortoise LLC
Georgia
$61K +$60.8K +541 New
HI
1165
Hudock Inc
Pennsylvania
$58K – – –
MRCM
1166
M&R Capital Management
New Jersey
$58K – – –
PWMG
1167
Prestige Wealth Management Group
New Jersey
$58K – – –
CH
1168
Canton Hathaway
Rhode Island
$57K +$7.3K +65 +15%
ED
1169
Exane Derivatives
France
$56.2K – – –
GIA
1170
Goodwin Investment Advisory
Georgia
$56K – – –
CPC
1171
Consolidated Planning Corp
Georgia
$56K +$56.4K +502 New
EW
1172
Evoke Wealth
California
$54K -$2.25K -20 -4%
HWMA
1173
Heritage Wealth Management (Arizona)
Arizona
$52K -$17.4K -155 -25%
TCM
1174
Tradewinds Capital Management
Washington
$51K – – –
CFO
1175
CVA Family Office
Colorado
$47K -$21.9K -195 -25%