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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1401
Hexagon Capital Partners
Arkansas
$10K – – –
VCM
1402
Versant Capital Management
Arizona
$10K – – –
CDIA
1403
Capital Directions Investment Advisors
Georgia
$10K +$9.33K +76 New
CI
1404
Cordant Inc
Oregon
$10K +$9.33K +76 New
Fuller & Thaler Asset Management
1405
Fuller & Thaler Asset Management
California
$9K – – –
WAS
1406
Winch Advisory Services
Wisconsin
$9K – – –
HWMA
1407
Heritage Wealth Management (Arizona)
Arizona
$9K +$7.98K +65 New
JAM
1408
JCIC Asset Management
Ontario, Canada
$8K – – –
LFA
1409
Level Financial Advisors
New York
$8K – – –
ACM
1410
AUA Capital Management
Pennsylvania
$7K -$491 -4 -7%
SC
1411
Stephens Consulting
Michigan
$6K – – –
CHC
1412
City Holding Co
West Virginia
$6K – – –
PA
1413
PSI Advisors
Florida
$6K – – –
RCM
1414
Raleigh Capital Management
North Carolina
$6K +$5.52K +45 New
SC
1415
Schubert & Co
Texas
$5K -$614 -5 -12%
SC
1416
Sierra Capital
Florida
$5K +$1.72K +14 +70%
PP
1417
PrairieView Partners
Minnesota
$5K +$4.91K +40 New
BHWM
1418
Beaird Harris Wealth Management
Texas
$4K – – –
CFFP
1419
Center for Financial Planning
Michigan
$4K – – –
CCM
1420
Copeland Capital Management
Pennsylvania
$4K – – –
DWA
1421
Delos Wealth Advisors
Texas
$4K – – –
SPWM
1422
Spartan Planning & Wealth Management
North Carolina
$4K +$3.31K +27 New
KFP
1423
KB Financial Partners
New Jersey
$3K -$1.96K -16 -44%
AWM
1424
Accel Wealth Management
Iowa
$3K – – –
SBL
1425
Sargent Bickham Lagudis
Colorado
$3K – – –