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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1376
Tyler-Stone Wealth Management
Ohio
$18K +$16.1K +130 New
MW
1377
Milestone Wealth
New York
$18K +$16.6K +134 New
CWM
1378
Curi Wealth Management
North Carolina
$17K +$15.5K +125 New
Baillie Gifford & Co
1379
Baillie Gifford & Co
United Kingdom
$16K – – –
LFG
1380
Larson Financial Group
Missouri
$16K +$124 +1 +0.9%
ZB
1381
Zions Bancorporation
Utah
$16K +$8.28K +67 +137%
PSB
1382
Piscataqua Savings Bank
New Hampshire
$15K -$1.48K -12 -10%
AWM
1383
AllSquare Wealth Management
New York
$14K – – –
TF
1384
TimeScale Financial
Massachusetts
$14K +$124 +1 +1%
TWM
1385
Tradition Wealth Management
Minnesota
$14K +$742 +6 +6%
NF
1386
Norwood Financial
Pennsylvania
$14K +$12.4K +100 New
EIP
1387
Ellis Investment Partners
Pennsylvania
$13K – – –
TFGT
1388
TS Financial Group (TSFG)
Illinois
$13K – – –
BBPWM
1389
Blue Bell Private Wealth Management
Pennsylvania
$13K +$12K +97 New
SGAM
1390
Smith Group Asset Management
Texas
$12K -$247 -2 -2%
FFA
1391
Freedman Financial Associates
Massachusetts
$12K – – –
SC
1392
Solstein Capital
California
$12K – – –
KA
1393
Kozak & Associates
Colorado
$12K +$4.7K +38 +59%
CT
1394
Cambridge Trust
Massachusetts
$12K +$11.1K +90 New
DWP
1395
Destiny Wealth Partners
Florida
$12K +$11.3K +91 New
CCA
1396
Column Capital Advisors
Indiana
$11K -$1.11K -9 -10%
EWM
1397
Evermay Wealth Management
Virginia
$11K – – –
FEG
1398
Financial Enhancement Group
Indiana
$11K – – –
TJHA
1399
Thomas J. Herzfeld Advisors
Florida
$11K – – –
SC
1400
Seldon Capital
California
$11K +$9.64K +78 New