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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1226
TFC Financial Management
Massachusetts
$197K +$982 +8 +0.6%
PFGIA
1227
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$2.7K +22 +2%
BWM
1228
Baystate Wealth Management
Massachusetts
$187K +$368 +3 +0.2%
SWA
1229
SOA Wealth Advisors
New York
$185K +$614 +5 +0.4%
BWA
1230
BDO Wealth Advisors
Florida
$184K – – –
Jones Financial Companies
1231
Jones Financial Companies
Missouri
$184K +$83.5K +680 +101%
DCM
1232
Dupont Capital Management
Delaware
$180K -$6.14K -50 -4%
SCA
1233
Stonebridge Capital Advisors
Minnesota
$179K – – –
TH
1234
TCTC Holdings
Texas
$174K -$170K -1,383 -52%
RE
1235
RBC Europe
United Kingdom
$174K – – –
HNWAG
1236
High Net Worth Advisory Group
Florida
$173K +$61.4K +500 +65%
CBT
1237
Central Bank & Trust
Kentucky
$171K – – –
TSW
1238
Thompson Siegel & Walmsley
Virginia
$168K – – –
FMP
1239
Financial Management Professionals
Texas
$164K +$39.3K +320 +36%
SFCL
1240
Strengthening Families & Communities LLC
Massachusetts
$164K +$147K +1,200 New
NL
1241
NVWM LLC
Pennsylvania
$163K – – –
MHR
1242
Matthew Hamilton Rosenberg
$161K – – –
CB
1243
Community Bank
New York
$160K – – –
NICM
1244
Neo Ivy Capital Management
New York
$158K +$142K +1,158 New
TFP
1245
Tilia Fiduciary Partners
North Carolina
$156K – – –
PCG
1246
Private Capital Group
Connecticut
$153K -$9.57K -78 -7%
COCM
1247
Charter Oak Capital Management
New Hampshire
$152K – – –
CBT
1248
CoreFirst Bank & Trust
Kansas
$150K – – –
SWA
1249
Sutton Wealth Advisors
Florida
$149K +$2.7K +22 +2%
EWM
1250
Endurance Wealth Management
Rhode Island
$149K – – –