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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
GA
1376
GoalVest Advisory
New York
$195K +$5.68K +40 +3%
EPW
1377
Evergreen Private Wealth
Colorado
$185K -$142 -1 -0.1%
SIM
1378
Sentry Investment Management
Wisconsin
$185K -$30.5K -215 -14%
CSPIA
1379
Cary Street Partners Investment Advisory
Virginia
$185K -$1.01M -7,147 -84%
OSNBOA
1380
Old Second National Bank of Aurora
Illinois
$185K +$7.24K +51 +4%
OBWP
1381
O'Brien Wealth Partners
Massachusetts
$179K -$24.6K -173 -12%
BCM
1382
Blume Capital Management
California
$177K – – –
MHR
1383
Matthew Hamilton Rosenberg
$173K – – –
USB
1384
Union Savings Bank
Connecticut
$168K – – –
LI
1385
Louisbourg Investments
New Brunswick, Canada
$168K – – –
AAP
1386
Arax Advisory Partners
Colorado
$166K +$130K +912 +332%
PFG
1387
Putney Financial Group
California
$164K +$166K +1,170 New
VAG
1388
VisionPoint Advisory Group
Texas
$164K -$5.25K -37 -3%
SIC
1389
Salem Investment Counselors
North Carolina
$157K – – –
BC
1390
Barrett & Company
Rhode Island
$157K – – –
MA
1391
MCF Advisors
Kentucky
$156K +$7.53K +53 +5%
KBFS
1392
Kohmann Bosshard Financial Services
Ohio
$150K -$82.7K -582 -35%
DMBA
1393
Deseret Mutual Benefit Administrators
Utah
$150K -$2.84K -20 -2%
AA
1394
Addison Advisors
Vermont
$148K +$14.2K +100 +10%
RWM
1395
Rialto Wealth Management
New York
$145K +$147K +1,035 New
CWM
1396
Centricity Wealth Management
Ohio
$142K +$144K +1,014 New
PP
1397
Pingora Partners
Wyoming
$140K – – –
NL
1398
NVWM LLC
Pennsylvania
$140K – – –
MBFW
1399
Morton Brown Family Wealth
Pennsylvania
$138K – – –
AIC
1400
Archer Investment Corporation
Indiana
$137K -$1.28K -9 -0.9%