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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1201
Salem Investment Counselors
North Carolina
$141K +$29.1K +266 +27%
GAG
1202
Goodman Advisory Group
Massachusetts
$139K
MHR
1203
Matthew Hamilton Rosenberg
$138K
BCP
1204
Blue Chip Partners
Michigan
$135K +$6.01K +55 +5%
NL
1205
NVWM LLC
Pennsylvania
$133K
TFP
1206
Tilia Fiduciary Partners
North Carolina
$128K
BC
1207
Barrett & Company
Rhode Island
$125K +$54.7K +500 +81%
EWM
1208
Endurance Wealth Management
Rhode Island
$122K
SWA
1209
Sutton Wealth Advisors
Florida
$121K -$437 -4 -0.4%
DAM
1210
Delta Asset Management
Tennessee
$114K
PMFA
1211
Plante Moran Financial Advisors
Michigan
$112K -$2.52K -23 -2%
AA
1212
Alta Advisers
United Kingdom
$112K
CWM
1213
Compass Wealth Management
Connecticut
$112K
MBFW
1214
Morton Brown Family Wealth
Pennsylvania
$112K
ADL
1215
Asset Dedication LLC
California
$111K
AA
1216
Addison Advisors
Vermont
$107K
BWAM
1217
Boyd Watterson Asset Management
Ohio
$106K
FCAG
1218
First Capital Advisors Group
New Jersey
$102K +$99.9K +913 New
FFA
1219
Farther Finance Advisors
California
$102K -$35.4K -324 -26%
HWA
1220
Heritage Wealth Advisors
Virginia
$101K
VC
1221
Vestor Capital
Illinois
$98K +$96.1K +879 New
FMB
1222
Field & Main Bank
Kentucky
$97.9K -$2.73K -25 -3%
OA
1223
Operose Advisors
Wisconsin
$97.3K
SAM
1224
S.A. Mason
Michigan
$97.3K
BTI
1225
Blue Trust Inc
Georgia
$97K -$104K -955 -53%