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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
FMB
1226
Field & Main Bank
Kentucky
$105K
RIM
1227
Rockbridge Investment Management
New York
$103K -$130K -1,035 -53%
SAM
1228
Shell Asset Management
Netherlands
$102K -$104K -827 -48%
HWA
1229
Heritage Wealth Advisors
Virginia
$100K
OA
1230
Operose Advisors
Wisconsin
$99K
ME
1231
McIlrath & Eck
Washington
$99K +$17.6K +140 +19%
MMG
1232
Monetary Management Group
Missouri
$97K -$6.28K -50 -6%
SAM
1233
S.A. Mason
Michigan
$97K
SWA
1234
SOA Wealth Advisors
New York
$95K -$65.7K -523 -39%
GLLW
1235
Graves Light Lenhart Wealth
Virginia
$95K
PPWM
1236
PFG Private Wealth Management
Florida
$93K +$502 +4 +0.5%
GWS
1237
Glassman Wealth Services
Virginia
$92K +$6.15K +49 +6%
C
1238
Covestor
United Kingdom
$89K -$136K -1,081 -58%
SWM
1239
Selective Wealth Management
Virginia
$89K +$12.6K +100 +15%
RWM
1240
Raffa Wealth Management
District of Columbia
$85.6K +$628 +5 +0.7%
HIIFS
1241
Harel Insurance Investments & Financial Services
Israel
$85K -$277K -2,202 -75%
Jones Financial Companies
1242
Jones Financial Companies
Missouri
$84K -$76.4K -608 -45%
HBW
1243
Hazlett, Burt & Watson
West Virginia
$84K
MWM
1244
Mascoma Wealth Management
New Hampshire
$81K
QC
1245
Quent Capital
New York
$80K -$15.3K -122 -15%
SWM
1246
Sugarloaf Wealth Management
Georgia
$80K
JWM
1247
Janiczek Wealth Management
Colorado
$78K +$46.7K +372 +156%
BWP
1248
Baldwin Wealth Partners
Massachusetts
$77K
Bank of Montreal
1249
Bank of Montreal
Ontario, Canada
$72K +$2.22M +17,683 +3%
GIA
1250
GHP Investment Advisors
Colorado
$71K +$20K +159 +34%