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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1351
Live Oak Private Wealth
North Carolina
$226K -$1.96K -13 -0.8%
AC
1352
Avestar Capital
New York
$226K -$10.4K -69 -4%
MFS
1353
Madrona Financial Services
Washington
$225K -$6.32K -42 -3%
ACM
1354
Allred Capital Management
Texas
$225K -$11.9K -79 -5%
FAM
1355
Formidable Asset Management
Ohio
$225K – – –
VC
1356
Veery Capital
Delaware
$224K – – –
OL
1357
one8zero8 LLC
North Carolina
$224K – – –
PFM
1358
Patton Fund Management
Texas
$224K +$231K +1,537 New
TF
1359
Trek Financial
Arizona
$223K -$20.8K -138 -8%
FSA
1360
Franklin Street Advisors
North Carolina
$223K – – –
Los Angeles Capital Management
1361
Los Angeles Capital Management
California
$223K -$6.62K -44 -3%
WG
1362
Wealth Group
North Carolina
$221K +$3.31K +22 +1%
BHWM
1363
Bar Harbor Wealth Management
New Hampshire
$220K -$21.8K -145 -9%
CFO
1364
CVA Family Office
Colorado
$219K -$2.71K -18 -1%
FG
1365
Foster Group
Iowa
$218K -$9.63K -64 -4%
CISOA
1366
Capital Investment Services of America
Wisconsin
$218K – – –
GEA
1367
Glen Eagle Advisors
New Jersey
$218K – – –
HFAS
1368
Hummer Financial Advisory Services
Illinois
$218K – – –
PTC
1369
Philadelphia Trust Company
Pennsylvania
$218K – – –
IPWA
1370
International Private Wealth Advisors
California
$218K -$21.2K -141 -9%
MCAI
1371
Members Capital Advisors Inc
Wisconsin
$218K – – –
WFI
1372
West Family Investments
California
$218K +$225K +1,497 New
CAG
1373
Crestwood Advisors Group
Massachusetts
$216K +$301 +2 +0.1%
CWM
1374
Connecticut Wealth Management
Connecticut
$216K – – –
TFM
1375
TFC Financial Management
Massachusetts
$216K – – –