We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
DW
1251
Dodds Wealth
Colorado
$285K
CPC
1252
Consolidated Planning Corp
Georgia
$284K -$71.2K -473 -19%
KAS
1253
KPP Advisory Services
Kentucky
$284K -$301 -2 -0.1%
EFG
1254
Ethos Financial Group
Pennsylvania
$283K +$151 +1 +0.1%
CWG
1255
Cornerstone Wealth Group
North Carolina
$283K +$26.5K +176 +10%
EAM
1256
Evanson Asset Management
California
$282K +$292K +1,937 New
SGAM
1257
Smith Group Asset Management
Texas
$282K -$245K -1,630 -46%
RWM
1258
Rockline Wealth Management
New York
$281K
NF
1259
Nikulski Financial
Iowa
$280K
AR
1260
Apeiron RIA
Texas
$279K -$28.9K -192 -9%
CWM
1261
Cahaba Wealth Management
Georgia
$279K +$7.23K +48 +3%
EA
1262
Enclave Advisors
Texas
$279K -$5.87K -39 -2%
AIM
1263
Aspen Investment Management
Michigan
$278K
BCM
1264
Becker Capital Management
Oregon
$278K
PMG
1265
ProVise Management Group
Florida
$276K -$20K -133 -7%
CSB
1266
City State Bank
Iowa
$275K -$10.5K -70 -4%
FIM
1267
Freedom Investment Management
Connecticut
$275K -$11.3K -75 -4%
MFG
1268
Magnus Financial Group
New York
$274K +$1.51K +10 +0.5%
CAWM
1269
Capital Advisors Wealth Management
Washington
$274K -$903 -6 -0.3%
KFS
1270
Kelly Financial Services
Massachusetts
$273K +$32.8K +218 +13%
SIC
1271
Schwartz Investment Counsel
Michigan
$273K
VA
1272
VestGen Advisors
Illinois
$273K +$20.5K +136 +8%
DJSG
1273
D.J. St. Germain
Massachusetts
$273K -$57.1K -379 -17%
WBC
1274
Westpac Banking Corp
Australia
$273K
AWAG
1275
ARS Wealth Advisors Group
Florida
$272K +$452 +3 +0.2%