We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
ME
1251
McIlrath & Eck
Washington
$98K – – –
OA
1252
Operose Advisors
Wisconsin
$98K – – –
FAM
1253
Fred Alger Management
New York
$96K +$34.6K +279 +48%
MMG
1254
Monetary Management Group
Missouri
$95K – – –
SAM
1255
S.A. Mason
Michigan
$95K – – –
JWM
1256
Janiczek Wealth Management
Colorado
$95K +$31.1K +251 +41%
SWA
1257
SOA Wealth Advisors
New York
$92K -$868 -7 -0.8%
PPWM
1258
PFG Private Wealth Management
Florida
$90K -$1.98K -16 -2%
DBG
1259
De Burlo Group
Massachusetts
$89.8K +$99.1K +800 New
GWS
1260
Glassman Wealth Services
Virginia
$89K -$1.61K -13 -2%
NC
1261
NewSquare Capital
Pennsylvania
$88K -$4.18M -33,757 -98%
RWM
1262
Raffa Wealth Management
District of Columbia
$83K -$1.49K -12 -2%
Jones Financial Companies
1263
Jones Financial Companies
Missouri
$83K – – –
QC
1264
Quent Capital
New York
$82K +$3.47K +28 +4%
HBW
1265
Hazlett, Burt & Watson
West Virginia
$80K -$3.84K -31 -4%
ADL
1266
Asset Dedication LLC
California
$80K +$87.7K +708 New
MWM
1267
Mascoma Wealth Management
New Hampshire
$79K – – –
SWM
1268
Sugarloaf Wealth Management
Georgia
$79K – – –
CBT
1269
Central Bank & Trust
Kentucky
$76K -$71K -573 -46%
SWM
1270
Selective Wealth Management
Virginia
$76K -$12.4K -100 -13%
BWP
1271
Baldwin Wealth Partners
Massachusetts
$76K – – –
SFCL
1272
Strengthening Families & Communities LLC
Massachusetts
$75K -$65.1K -525 -44%
BC
1273
Barrett & Company
Rhode Island
$71.6K +$76.8K +620 New
PFBT
1274
Parkside Financial Bank & Trust
Missouri
$69K +$6.07K +49 +9%
AWM
1275
Avior Wealth Management
Nebraska
$69K +$37.2K +300 +95%