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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1251
Barrett & Company
Rhode Island
$103K
TSMHT
1252
Thurston Springer Miller Herd & Titak
Indiana
$102K -$695K -7,021 -86%
OCWP
1253
Owl Creek Wealth Partners
Colorado
$101K +$109K +1,101 New
RWM
1254
Rialto Wealth Management
New York
$100K +$3.56K +36 +3%
USB
1255
Union Savings Bank
Connecticut
$96.6K -$7.42K -75 -7%
WSFG
1256
Wall Street Financial Group
Illinois
$95.3K +$102K +1,034 New
BCWM
1257
Bartlett & Co Wealth Management
Ohio
$92.8K +$6.23K +63 +7%
PP
1258
Pingora Partners
Wyoming
$92.1K
WA
1259
Walsh & Associates
Florida
$91.5K -$49.5K -500 -33%
MBFW
1260
Morton Brown Family Wealth
Pennsylvania
$90.7K
Vanguard National Trust
1261
Vanguard National Trust
Pennsylvania
$89.4K +$96.1K +971 New
VCM
1262
Versant Capital Management
Arizona
$89K +$81.6K +825 +585%
GM
1263
GeoWealth Management
Illinois
$88.6K -$297 -3 -0.3%
MWM
1264
Mascoma Wealth Management
New Hampshire
$84.9K +$297 +3 +0.3%
BOTPPF
1265
Board of the Pension Protection Fund
United Kingdom
$82.9K +$59.4K +600 +200%
GAA
1266
Global Assets Advisory
Florida
$82.4K +$88.6K +895 New
RFP
1267
Root Financial Partners
California
$82.4K +$43.7K +442 +98%
OL
1268
OneFund LLC
Florida
$81K -$2.18K -22 -2%
BBPWM
1269
Blue Bell Private Wealth Management
Pennsylvania
$80.8K
BWA
1270
Basecamp Wealth Advisors
Washington
$80.7K -$3.76K -38 -4%
OA
1271
Operose Advisors
Wisconsin
$80.1K
C
1272
Covestor
United Kingdom
$78K +$3.76K +38 +5%
SS
1273
SBI Securities
Japan
$75.7K +$2.38K +24 +3%
TWD
1274
True Wealth Design
Ohio
$75.4K +$78.7K +795 +3,457%
Cohen & Steers
1275
Cohen & Steers
New York
$74K