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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1376
First Pacific Financial
Washington
$20.4K +$8.31K +84 +61%
CWM
1377
Consultiva Wealth Management
Puerto Rico
$20.2K
APW
1378
Aventura Private Wealth
Florida
$20K
SR
1379
Swiss Re
Switzerland
$19.9K
DCM
1380
Dorato Capital Management
Colorado
$19.8K
PL
1381
Protective Life
Alabama
$19.3K +$20.8K +210 New
PP
1382
Paladin Partners
Wisconsin
$19K
MSFP
1383
Mark Sheptoff Financial Planning
Connecticut
$18.6K -$9.89K -100 -33%
WA
1384
Westfuller Advisors
New York
$18.6K -$7.82K -79 -28%
PWA
1385
Portus Wealth Advisors
North Carolina
$18.5K +$19.9K +201 New
PMFA
1386
Plante Moran Financial Advisors
Michigan
$18.4K -$4.95K -50 -20%
ANBT
1387
American National Bank & Trust
Texas
$18.2K -$3.56K -36 -15%
PWMG
1388
Prestige Wealth Management Group
New Jersey
$16.7K
FCMT
1389
Founders Capital Management (Texas)
Texas
$14.5K
IW
1390
Imprint Wealth
South Carolina
$13.8K
SGFG
1391
Silver Grove Financial Group
New York
$13.8K +$14.8K +150 New
NWM
1392
Nova Wealth Management
Florida
$13.4K
MAM
1393
Meeder Asset Management
Ohio
$13K -$2.18K -22 -13%
CCA
1394
Catalyst Capital Advisors
New York
$12.9K +$989 +10 +8%
LAS
1395
Lloyd Advisory Services
Georgia
$12.7K -$116K -1,177 -90%
KFG
1396
Kingdom Financial Group
Arizona
$12.7K -$15.7K -159 -54%
RPA
1397
Redwood Park Advisors
California
$12.4K +$198 +2 +2%
SFG
1398
Strive Financial Group
Indiana
$12K -$1.36M -13,744 -99%
AW
1399
Avion Wealth
Texas
$12K +$6.63K +67 +100%
KAS
1400
Kemnay Advisory Services
New York
$12K +$99 +1 +0.8%