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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
1376
Heritage Wealth Management (Arizona)
Arizona
$7.4K – – –
Fuller & Thaler Asset Management
1377
Fuller & Thaler Asset Management
California
$7K – – –
JAM
1378
JCIC Asset Management
Ontario, Canada
$7K – – –
LFA
1379
Level Financial Advisors
New York
$7K – – –
SC
1380
Schubert & Co
Texas
$7K +$3.52K +28 +76%
TJHA
1381
Thomas J. Herzfeld Advisors
Florida
$6K -$2.26K -18 -24%
SC
1382
Stephens Consulting
Michigan
$5.01K – – –
CHC
1383
City Holding Co
West Virginia
$5K – – –
PP
1384
PrairieView Partners
Minnesota
$5K – – –
PA
1385
PSI Advisors
Florida
$5K – – –
RCM
1386
Raleigh Capital Management
North Carolina
$5K – – –
ACA
1387
Atlas Capital Advisors
Wyoming
$4.9K +$4.9K +39 +975%
ACM
1388
AUA Capital Management
Pennsylvania
$4K -$1.63K -13 -25%
DWA
1389
Delos Wealth Advisors
Texas
$4K – – –
LIM
1390
Longfellow Investment Management
Massachusetts
$3K -$296K -2,353 -99%
SC
1391
Sierra Capital
Florida
$3K -$1.26K -10 -29%
AWM
1392
Accel Wealth Management
Iowa
$3K – – –
BHWM
1393
Beaird Harris Wealth Management
Texas
$3K – – –
CFFP
1394
Center for Financial Planning
Michigan
$3K – – –
CCM
1395
Copeland Capital Management
Pennsylvania
$3K – – –
SPWM
1396
Spartan Planning & Wealth Management
North Carolina
$3K – – –
WOSD
1397
WFA of San Diego
California
$3K +$2.76K +22 New
TC
1398
Truvestments Capital
Florida
$3K +$3.64K +29 New
TF
1399
TimeScale Financial
Massachusetts
$1K -$8.79K -70 -95%
BCH
1400
Berkshire Capital Holdings
California
$1K – – –