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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1376
Rialto Wealth Management
New York
$132K -$832 -6 -0.6%
PP
1377
Pingora Partners
Wyoming
$127K – – –
MBFW
1378
Morton Brown Family Wealth
Pennsylvania
$125K – – –
DAM
1379
Delta Asset Management
Tennessee
$123K – – –
HCM
1380
Hollencrest Capital Management
California
$122K – – –
LFA
1381
LGT Financial Advisors
Texas
$122K +$555 +4 +0.4%
CH
1382
Cromwell Holdings
Wyoming
$121K -$3.75K -27 -3%
Bartlett & Co Wealth Management
1383
Bartlett & Co Wealth Management
Ohio
$119K +$45.2K +326 +53%
MWM
1384
Mascoma Wealth Management
New Hampshire
$116K +$139 +1 +0.1%
LCM
1385
Logan Capital Management
Pennsylvania
$112K – – –
BBPWM
1386
Blue Bell Private Wealth Management
Pennsylvania
$111K -$1.53K -11 -1%
OA
1387
Operose Advisors
Wisconsin
$110K – – –
SWA
1388
SOA Wealth Advisors
New York
$110K +$832 +6 +0.7%
OL
1389
OneFund LLC
Florida
$109K +$4.02K +29 +3%
QC
1390
Quent Capital
New York
$108K +$118K +852 New
LIA
1391
Limestone Investment Advisors
New York
$104K +$114K +820 New
FDP
1392
Financiere des Professionnels
Quebec, Canada
$101K – – –
Cohen & Steers
1393
Cohen & Steers
New York
$101K -$971 -7 -0.9%
SIM
1394
Sentry Investment Management
Wisconsin
$97K -$34.3K -247 -24%
OFI Invest Asset Management
1395
OFI Invest Asset Management
France
$96.8K +$32K +231 +35%
OIA
1396
Optimum Investment Advisors
Illinois
$95.1K – – –
ANBT
1397
American National Bank & Trust
Texas
$90.3K -$76.4K -551 -44%
ADL
1398
Asset Dedication LLC
California
$90.1K – – –
SBI Securities
1399
SBI Securities
Japan
$88.4K +$15.8K +114 +20%
VC
1400
Vestor Capital
Illinois
$87K -$91K -656 -49%