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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1426
Marquette Asset Management
Minnesota
$12K +$11.5K +122 New
HNW
1427
High Note Wealth
Minnesota
$11.8K +$4.64K +49 +69%
KAS
1428
Kemnay Advisory Services
New York
$11.6K -$1.14K -12 -9%
NEWAS
1429
N.E.W. Advisory Services
Wisconsin
$11.4K – – –
PSB
1430
Piscataqua Savings Bank
New Hampshire
$11.1K – – –
AWA
1431
Acumen Wealth Advisors
Tennessee
$11K -$12.5K -132 -54%
TFGT
1432
TS Financial Group (TSFG)
Illinois
$11K +$189 +2 +2%
RWM
1433
RMG Wealth Management
Wisconsin
$11K – – –
BT
1434
Banque Transatlantique
France
$10.9K – – –
SFG
1435
Strive Financial Group
Indiana
$10.4K -$1.99K -21 -17%
MCA
1436
McGuire Capital Advisors
Oklahoma
$10.4K – – –
LF
1437
LifeSteps Financial
California
$10.3K +$9.94K +105 New
SIM
1438
Synergy Investment Management
Florida
$10.1K +$2.65K +28 +42%
MSG
1439
Main Street Group
Virginia
$10K +$2.93K +31 +44%
AA
1440
Ancora Advisors
Ohio
$9.93K -$38.4K -406 -80%
RF
1441
Roxbury Financial
New Jersey
$9.87K – – –
AF
1442
Abound Financial
California
$9.83K – – –
SC
1443
Stance Capital
Massachusetts
$9.83K +$9.46K +100 New
BFS
1444
Bare Financial Services
Pennsylvania
$9.73K +$5.21K +55 +125%
CCMI
1445
Creative Capital Management Investments
California
$9.34K +$2.37K +25 +36%
DAM
1446
Delta Asset Management
Tennessee
$9.24K -$57.8K -611 -87%
MGI
1447
Miller Global Investments
Texas
$9.24K – – –
SWP
1448
Strategic Wealth Partners
Ohio
$9.05K – – –
MNA
1449
Manning & Napier Advisors
New York
$8.98K – – –
TM
1450
Torren Management
California
$8.95K -$2.93K -31 -25%