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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1426
Evergreen Private Wealth
Colorado
$204K -$147 -1 -0.1%
BA
1427
Bristlecone Advisors
Washington
$203K +$194K +1,317 New
FPCP
1428
Fort Point Capital Partners
California
$202K +$193K +1,312 New
GWAG
1429
Garrett Wealth Advisory Group
Texas
$201K +$192K +1,306 New
TIA
1430
Tiemann Investment Advisors
California
$201K +$192K +1,305 New
AIA
1431
Accelerate Investment Advisors
California
$201K +$192K +1,303 New
OBWP
1432
O'Brien Wealth Partners
Massachusetts
$197K
OSNBOA
1433
Old Second National Bank of Aurora
Illinois
$195K -$7.5K -51 -4%
BCM
1434
Blume Capital Management
California
$195K
GAG
1435
Goodman Advisory Group
Massachusetts
$191K +$182K +1,240 New
USB
1436
Union Savings Bank
Connecticut
$185K
LI
1437
Louisbourg Investments
New Brunswick, Canada
$185K
Loomis, Sayles & Company
1438
Loomis, Sayles & Company
Massachusetts
$181K +$30.4K +207 +21%
PFG
1439
Putney Financial Group
California
$181K
VCM
1440
Versant Capital Management
Arizona
$179K +$171K +1,162 New
DMBA
1441
Deseret Mutual Benefit Administrators
Utah
$177K +$11.9K +81 +8%
SIC
1442
Salem Investment Counselors
North Carolina
$173K
BC
1443
Barrett & Company
Rhode Island
$173K
CIAM
1444
Caitong International Asset Management
Hong Kong
$172K +$162K +1,102 +11,020%
AA
1445
Addison Advisors
Vermont
$166K +$2.65K +18 +2%
MA
1446
MCF Advisors
Kentucky
$166K -$5.88K -40 -4%
CA
1447
Continuum Advisory
Idaho
$165K +$68.1K +463 +77%
PFBT
1448
Parkside Financial Bank & Trust
Missouri
$163K +$44.4K +302 +40%
RWM
1449
Rialto Wealth Management
New York
$162K +$1.76K +12 +1%
CWM
1450
Centricity Wealth Management
Ohio
$156K