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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
1151
Strategic Family Wealth Counselors
New Jersey
$232K – – –
PWMG
1152
Pinnacle Wealth Management Group
Michigan
$231K -$12.1K -100 -5%
SAM
1153
Smithbridge Asset Management
Pennsylvania
$231K – – –
Birch Hill Investment Advisors
1154
Birch Hill Investment Advisors
Massachusetts
$231K – – –
CAM
1155
Cubic Asset Management
Massachusetts
$231K – – –
SC
1156
Searle & Co
Connecticut
$231K – – –
SAM
1157
Sequent Asset Management
Texas
$231K – – –
SJL
1158
Shayne & Jacobs LLC
Tennessee
$231K – – –
Livforsakringsbolaget Skandia
1159
Livforsakringsbolaget Skandia
Sweden
$230K – – –
SAM
1160
Shell Asset Management
Netherlands
$230K -$31K -257 -11%
SB
1161
Sunflower Bank
Texas
$229K -$7.35K -61 -3%
R.M. Davis Inc
1162
R.M. Davis Inc
Maine
$228K -$106K -883 -31%
Perigon Wealth Management
1163
Perigon Wealth Management
California
$228K -$137K -1,135 -36%
RIA
1164
Regal Investment Advisors
Michigan
$226K +$236K +1,958 New
Vaughan David Investments
1165
Vaughan David Investments
Illinois
$224K – – –
CAWM
1166
Capital Advisors Wealth Management
Washington
$223K – – –
1WM
1167
1900 Wealth Management
Texas
$221K +$231K +1,919 New
GM
1168
GeoWealth Management
Illinois
$220K – – –
RPWA
1169
Regent Peak Wealth Advisors
Georgia
$220K +$2.17K +18 +1%
EWM
1170
Executive Wealth Management
Michigan
$220K -$2.17K -18 -0.9%
LA
1171
Legacy Advisors
Pennsylvania
$219K +$229K +1,903 New
PIA
1172
Perennial Investment Advisors
California
$219K -$3.74K -31 -2%
TCTC Holdings
1173
TCTC Holdings
Texas
$219K – – –
PBO
1174
Peoples Bank (Ohio)
Ohio
$218K – – –
VNA
1175
Valley National Advisers
Pennsylvania
$217K +$19.3K +160 +9%