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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1151
Regent Peak Wealth Advisors
Georgia
$221K +$1.49K +12 +0.6%
WWM
1152
Western Wealth Management
Colorado
$221K +$2.6K +21 +1%
AWA
1153
Arete Wealth Advisors
Illinois
$221K +$7.56K +61 +3%
NB
1154
NBT Bank
New York
$221K +$243K +1,964 New
CAM
1155
Columbia Asset Management
Michigan
$220K -$204K -1,650 -15%
VCM
1156
Vivaldi Capital Management
Illinois
$220K +$991 +8 +0.4%
AWA
1157
Amplius Wealth Advisors
Pennsylvania
$220K +$24.4K +197 +11%
AWP
1158
Accretive Wealth Partners
New Jersey
$219K
TIA
1159
Tiemann Investment Advisors
California
$219K
LCC
1160
Lincoln Capital Corp
Rhode Island
$218K -$1.36K -11 -0.6%
VDI
1161
Vaughan David Investments
Illinois
$218K
BWS
1162
Buck Wealth Strategies
Colorado
$217K +$234K +1,886 New
ISL
1163
Ingalls & Snyder LLC
New York
$217K
VIA
1164
Virtus Investment Advisers
Connecticut
$217K +$240K +1,937 New
CC
1165
Centiva Capital
New York
$215K -$436K -3,517 -65%
SA
1166
Syntax Advisors
New York
$215K +$3.72K +30 +2%
VCG
1167
Vantage Consulting Group
Virginia
$215K +$3.72K +30 +2%
BFS
1168
Bard Financial Services
Connecticut
$213K
OR
1169
Olympiad Research
Connecticut
$213K +$235K +1,896 New
PBO
1170
Peoples Bank (Ohio)
Ohio
$212K -$27.3K -220 -10%
SIC
1171
Schwartz Investment Counsel
Michigan
$211K -$59.4K -479 -20%
FNBOSM
1172
First National Bank of South Miami
Florida
$211K -$32.3K -261 -12%
BJL
1173
Brighton Jones LLC
Washington
$210K -$13.3K -107 -5%
BPWM
1174
Badgley Phelps Wealth Managers
Washington
$210K +$232K +1,873 New
TCA
1175
Transcend Capital Advisors
New Jersey
$209K -$11.2K -90 -5%