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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1251
Community Bank
New York
$160K – – –
DAM
1252
Delta Asset Management
Tennessee
$158K -$1.24K -10 -0.9%
TFP
1253
Tilia Fiduciary Partners
North Carolina
$156K +$142K +1,145 New
FFG
1254
Ford Financial Group
California
$156K +$142K +1,150 New
COCM
1255
Charter Oak Capital Management
New Hampshire
$152K – – –
CBT
1256
CoreFirst Bank & Trust
Kansas
$150K – – –
EWM
1257
Endurance Wealth Management
Rhode Island
$149K – – –
SWA
1258
Sutton Wealth Advisors
Florida
$146K +$742 +6 +0.6%
CFD
1259
Creative Financial Designs
Indiana
$141K -$2.23K -18 -2%
FMB
1260
Field & Main Bank
Kentucky
$137K – – –
MBFW
1261
Morton Brown Family Wealth
Pennsylvania
$137K +$124K +1,005 New
MMG
1262
Monetary Management Group
Missouri
$136K – – –
CFO
1263
CVA Family Office
Colorado
$133K +$47K +380 +64%
AIC
1264
Archer Investment Corporation
Indiana
$132K +$92.5K +748 +340%
C
1265
Covestor
United Kingdom
$130K +$118K +955 New
TFS
1266
TrustCore Financial Services
Tennessee
$128K – – –
ETC
1267
Exchange Traded Concepts
Oklahoma
$126K +$74K +599 +185%
SWM
1268
Selective Wealth Management
Virginia
$123K – – –
SQA
1269
Simon Quick Advisors
New Jersey
$123K +$10.4K +84 +10%
FPS
1270
Fieldpoint Private Securities
Connecticut
$122K -$7.54K -61 -6%
IPAM
1271
ICICI Prudential Asset Management
India
$121K +$110K +890 New
FMP
1272
Financial Management Professionals
Texas
$120K +$2.6K +21 +2%
HWA
1273
Heritage Wealth Advisors
Virginia
$119K – – –
OA
1274
Operose Advisors
Wisconsin
$119K +$108K +870 New
SAM
1275
S.A. Mason
Michigan
$116K – – –