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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1401
Prestige Wealth Management Group
New Jersey
$28.6K
WTG
1402
West Tower Group
Virginia
$27.6K +$14.6K +123 +113%
LFA
1403
Legend Financial Advisors
Pennsylvania
$27.4K
SIC
1404
SJS Investment Consulting
Ohio
$27.2K -$592 -5 -2%
CWM
1405
CarsonAllaria Wealth Management
Illinois
$26.9K -$2.73K -23 -9%
SCA
1406
Stuart Chaussee & Associates
California
$26.2K
TSW
1407
Thompson Siegel & Walmsley
Virginia
$26K -$2.37K -20 -8%
OIAM
1408
OFI Invest Asset Management
France
$24.5K -$948 -8 -3%
SAM
1409
Smartleaf Asset Management
Massachusetts
$24K +$23.8K +201 New
CHA
1410
Carmichael Hill & Associates
Maryland
$23.8K
BAM
1411
Byrne Asset Management
New Jersey
$23.8K +$23.7K +200 New
PGAM
1412
Princeton Global Asset Management
New Jersey
$23.7K
TWP
1413
TFO Wealth Partners
Ohio
$22.8K
DCP
1414
DSM Capital Partners
Florida
$21.6K +$21.4K +181 New
CFS
1415
CGC Financial Services
Oregon
$21.4K +$13K +110 +157%
LFG
1416
Larson Financial Group
Missouri
$20.9K -$11.5K -97 -36%
CWM
1417
Cedar Wealth Management
California
$19.9K
WIM
1418
Westside Investment Management
California
$19.7K
VWM
1419
Venturi Wealth Management
Texas
$19.2K +$1.42K +12 +8%
WOC
1420
West Oak Capital
California
$19K
FCMT
1421
Founders Capital Management (Texas)
Texas
$18.7K
MCM
1422
MV Capital Management
Maryland
$18.6K +$237 +2 +1%
WIA
1423
Wetzel Investment Advisors
Indiana
$18K +$17.8K +150 New
PWM
1424
Partnership Wealth Management
Maryland
$17.9K +$17.4K +147 New
TIM
1425
Thompson Investment Management
Wisconsin
$17.9K