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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1301
Total Clarity Wealth Management
Illinois
$37K +$40.4K +322 New
AWM
1302
Avior Wealth Management
Nebraska
$35K – – –
CMA
1303
Cedar Mountain Advisors
Oregon
$35K +$126 +1 +0.3%
JWA
1304
JFS Wealth Advisors
Pennsylvania
$35K +$879 +7 +2%
FPS
1305
Fieldpoint Private Securities
Connecticut
$34K -$54.8K -436 -59%
FCB
1306
First Command Bank
Texas
$34K -$3.27K -26 -8%
FCFS
1307
First Command Financial Services
Texas
$34K -$3.27K -26 -8%
BAM
1308
Bellevue Asset Management
Washington
$34K – – –
CB
1309
CNB Bank
Pennsylvania
$34K – – –
MSFP
1310
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
IAMOG
1311
Investors Asset Management of Georgia
Georgia
$34K +$37.7K +300 New
AA
1312
Ancora Advisors
Ohio
$33K – – –
BCMLT
1313
Beacon Capital Management LLC (Tennessee)
Tennessee
$33K – – –
CCA
1314
Catalyst Capital Advisors
New York
$33K +$4.9K +39 +16%
AAP
1315
Arax Advisory Partners
Colorado
$33K +$12.6K +100 +52%
NFSG
1316
Newbridge Financial Services Group
Florida
$33K +$14.6K +116 +68%
OAJ
1317
Ogorek Anthony Joseph
New York
$32K – – –
EA
1318
Evolution Advisers
Virginia
$31K – – –
HDIM
1319
Hanson & Doremus Investment Management
Vermont
$31K – – –
BWL
1320
Bogart Wealth LLC
Virginia
$31K +$6.03K +48 +21%
MA
1321
MCF Advisors
Kentucky
$31K +$10.4K +83 +45%
TWA
1322
TCI Wealth Advisors
Arizona
$30K -$10.8K -86 -25%
BWM
1323
BerganKDV Wealth Management
Minnesota
$30K -$1.63K -13 -5%
FPFS
1324
First Personal Financial Services
North Carolina
$29K – – –
MTIC
1325
Missouri Trust & Investment Company
Missouri
$28K – – –