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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1276
Cranbrook Wealth Management
Michigan
$174K +$180K +1,470 New
OBWP
1277
O'Brien Wealth Partners
Massachusetts
$172K -$611 -5 -0.3%
OIA
1278
Optimum Investment Advisors
Illinois
$172K – – –
ST
1279
Smithfield Trust
Pennsylvania
$171K -$2.44K -20 -1%
CAL
1280
Capital Advisors Ltd
Ohio
$169K +$1.59K +13 +0.9%
DSC
1281
Duncker Streett & Co
Missouri
$168K +$733 +6 +0.4%
CFD
1282
Creative Financial Designs
Indiana
$166K +$122 +1 +0.1%
SIM
1283
Sentry Investment Management
Wisconsin
$166K -$34.9K -286 -17%
GA
1284
GoalVest Advisory
New York
$160K – – –
CFO
1285
CVA Family Office
Colorado
$156K +$5.01K +41 +3%
HCM
1286
Hollencrest Capital Management
California
$156K – – –
EPW
1287
Evergreen Private Wealth
Colorado
$156K -$367 -3 -0.2%
OSNBOA
1288
Old Second National Bank of Aurora
Illinois
$152K – – –
BCM
1289
Blume Capital Management
California
$150K -$6.11K -50 -4%
FCA
1290
FinTrust Capital Advisors
South Carolina
$148K +$58.6K +480 +62%
GAG
1291
Goodman Advisory Group
Massachusetts
$147K – – –
MHR
1292
Matthew Hamilton Rosenberg
$144K – – –
AFWM
1293
Abich Financial Wealth Management
Virginia
$143K +$148K +1,209 New
LI
1294
Louisbourg Investments
New Brunswick, Canada
$142K – – –
DMBA
1295
Deseret Mutual Benefit Administrators
Utah
$139K – – –
LWM
1296
Liberty Wealth Management
California
$135K +$6.24M +51,055 New
SIC
1297
Salem Investment Counselors
North Carolina
$133K – – –
BC
1298
Barrett & Company
Rhode Island
$133K – – –
BCP
1299
Blue Chip Partners
Michigan
$129K – – –
NL
1300
NVWM LLC
Pennsylvania
$129K +$10.4K +85 +9%