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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1401
AUA Capital Management
Pennsylvania
$4K – – –
PP
1402
PrairieView Partners
Minnesota
$4K – – –
AWM
1403
Accel Wealth Management
Iowa
$3K – – –
BHWM
1404
Beaird Harris Wealth Management
Texas
$3K – – –
CCM
1405
Copeland Capital Management
Pennsylvania
$3K – – –
DWA
1406
Delos Wealth Advisors
Texas
$3K – – –
TC
1407
Truvestments Capital
Florida
$3K – – –
SFO
1408
Standard Family Office
South Dakota
$3K +$3.59K +29 New
AWM
1409
Abound Wealth Management
Tennessee
$2.81K +$3.1K +25 New
LIM
1410
Longfellow Investment Management
Massachusetts
$2K – – –
EC
1411
EdgeRock Capital
Colorado
$2K +$1.74K +14 New
ARS
1412
Adirondack Retirement Specialists
New York
$2K +$2.6K +21 New
CP
1413
Castleview Partners
Texas
$2K +$2.73K +22 New
HWP
1414
Highline Wealth Partners
California
$1.23K +$1.36K +11 New
SC
1415
Sierra Capital
Florida
$1K -$1.74K -14 -58%
TFA
1416
Transamerica Financial Advisors
Florida
$1K -$124 -1 -17%
BCH
1417
Berkshire Capital Holdings
California
$1K – – –
S
1418
Surevest
California
$1K – – –
TF
1419
TimeScale Financial
Massachusetts
$1K – – –
WWM
1420
Wolff Wiese Magana
California
$1K – – –
LSA
1421
Leonteq Securities AG
Switzerland
$337 -$14.9K -120 -98%
FSWA
1422
Financial Synergies Wealth Advisors
Texas
$337 – – –
WIM
1423
Westside Investment Management
California
$24 – – –
Jacobs Levy Equity Management
1424
Jacobs Levy Equity Management
New Jersey
– -$7.38M -64,857 Closed
BFG
1425
Beacon Financial Group
Texas
– -$4.54M -37,582 Closed