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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1426
Gitterman Wealth Management
New Jersey
$163K +$169K +1,125 New
BC
1427
Barrett & Company
Rhode Island
$163K
EPW
1428
Evergreen Private Wealth
Colorado
$158K -$35.1K -233 -18%
PFG
1429
Putney Financial Group
California
$156K -$15.1K -100 -9%
RWM
1430
Rialto Wealth Management
New York
$152K -$151 -1 -0.1%
SIC
1431
Salem Investment Counselors
North Carolina
$152K -$11.9K -79 -7%
CWM
1432
Centricity Wealth Management
Ohio
$147K
SIM
1433
Sentry Investment Management
Wisconsin
$147K
PP
1434
Pingora Partners
Wyoming
$145K
MBFW
1435
Morton Brown Family Wealth
Pennsylvania
$143K
CH
1436
Cromwell Holdings
Wyoming
$143K +$5.72K +38 +4%
DAM
1437
Delta Asset Management
Tennessee
$141K
HCM
1438
Hollencrest Capital Management
California
$140K
LFA
1439
LGT Financial Advisors
Texas
$139K +$452 +3 +0.3%
MSE
1440
MUFG Securities EMEA
United Kingdom
$137K +$142K +944 New
MWM
1441
Mascoma Wealth Management
New Hampshire
$133K +$301 +2 +0.2%
VC
1442
Vestor Capital
Illinois
$132K +$98.6K +655 +95%
BBPWM
1443
Blue Bell Private Wealth Management
Pennsylvania
$129K +$120K +800 +909%
LCM
1444
Logan Capital Management
Pennsylvania
$129K
OA
1445
Operose Advisors
Wisconsin
$127K
SWA
1446
SOA Wealth Advisors
New York
$125K +$753 +5 +0.6%
OL
1447
OneFund LLC
Florida
$121K +$125K +829 New
Cohen & Steers
1448
Cohen & Steers
New York
$117K
FDP
1449
Financiere des Professionnels
Quebec, Canada
$116K
OIA
1450
Optimum Investment Advisors
Illinois
$109K