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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1376
Align Financial
Minnesota
$20.9K -$2.5M -25,238 -99%
MWA
1377
Medallion Wealth Advisors
Connecticut
$20.7K – – –
WIM
1378
Westside Investment Management
California
$20.4K -$4.85K -49 -18%
FPF
1379
First Pacific Financial
Washington
$20.4K +$8.31K +84 +61%
CWM
1380
Consultiva Wealth Management
Puerto Rico
$20.2K – – –
APW
1381
Aventura Private Wealth
Florida
$20K – – –
SR
1382
Swiss Re
Switzerland
$19.9K – – –
DCM
1383
Dorato Capital Management
Colorado
$19.8K – – –
PL
1384
Protective Life
Alabama
$19.3K +$20.8K +210 New
PP
1385
Paladin Partners
Wisconsin
$19K – – –
MSFP
1386
Mark Sheptoff Financial Planning
Connecticut
$18.6K -$9.89K -100 -33%
WA
1387
Westfuller Advisors
New York
$18.6K -$7.82K -79 -28%
PWA
1388
Portus Wealth Advisors
North Carolina
$18.5K +$19.9K +201 New
PMFA
1389
Plante Moran Financial Advisors
Michigan
$18.4K -$4.95K -50 -20%
ANBT
1390
American National Bank & Trust
Texas
$18.2K -$3.56K -36 -15%
PWMG
1391
Prestige Wealth Management Group
New Jersey
$16.7K – – –
FCMT
1392
Founders Capital Management (Texas)
Texas
$14.5K – – –
IW
1393
Imprint Wealth
South Carolina
$13.8K – – –
SGFG
1394
Silver Grove Financial Group
New York
$13.8K +$14.8K +150 New
NWM
1395
Nova Wealth Management
Florida
$13.4K – – –
MAM
1396
Meeder Asset Management
Ohio
$13K -$2.18K -22 -13%
CCA
1397
Catalyst Capital Advisors
New York
$12.9K +$989 +10 +8%
LAS
1398
Lloyd Advisory Services
Georgia
$12.7K -$116K -1,177 -90%
KFG
1399
Kingdom Financial Group
Arizona
$12.7K -$15.7K -159 -54%
RPA
1400
Redwood Park Advisors
California
$12.4K +$198 +2 +2%