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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1151
Glen Eagle Advisors
New Jersey
$217K
GL
1152
Graypoint LLC
New York
$216K -$89.9K -716 -27%
BFS
1153
Bard Financial Services
Connecticut
$216K
SA
1154
Syntax Advisors
New York
$215K +$11.1K +88 +5%
VCG
1155
Vantage Consulting Group
Virginia
$215K +$11.1K +88 +5%
BO
1156
Bank OZK
Arkansas
$214K -$7.54K -60 -3%
EWA
1157
Exencial Wealth Advisors
Oklahoma
$213K -$23.1K -184 -9%
KBFS
1158
Kohmann Bosshard Financial Services
Ohio
$212K
IUHSA
1159
Itau Unibanco Holding S.A.
Brazil
$212K +$233K +1,856 +18,560%
CSPIA
1160
Cary Street Partners Investment Advisory
Virginia
$212K +$234K +1,865 New
IA
1161
IFP Advisors
Florida
$211K
SCI
1162
S&CO Inc
Massachusetts
$211K
PIA
1163
Perennial Investment Advisors
California
$208K +$230K +1,833 New
FPAS
1164
Focus Partners Advisor Solutions
Missouri
$206K -$25.1K -200 -10%
AF
1165
Affiance Financial
Minnesota
$206K
AWP
1166
Ascent Wealth Partners
New York
$205K -$113K -900 -33%
CCMG
1167
Clark Capital Management Group
Pennsylvania
$205K -$57.1K -455 -20%
CC
1168
Cornerstone Capital
California
$205K
CPA
1169
Cowen Prime Advisors
New York
$205K
PWPS
1170
Pinnacle Wealth Planning Services
Ohio
$204K +$19.6K +156 +10%
ACM
1171
Ategra Capital Management
Virginia
$203K -$12.9K -103 -5%
KFP
1172
KB Financial Partners
New Jersey
$201K +$220K +1,748 +8,740%
AWA
1173
Amplius Wealth Advisors
Pennsylvania
$200K -$117K -933 -35%
CI
1174
CX Institutional
Indiana
$199K -$7.91K -63 -3%
PI
1175
PEAK6 Investments
Illinois
$197K +$221K +1,757 New