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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1426
Deseret Mutual Benefit Administrators
Utah
$167K – – –
GWM
1427
Gitterman Wealth Management
New Jersey
$163K +$169K +1,125 New
BC
1428
Barrett & Company
Rhode Island
$163K – – –
EPW
1429
Evergreen Private Wealth
Colorado
$158K -$35.1K -233 -18%
PFG
1430
Putney Financial Group
California
$156K -$15.1K -100 -9%
RWM
1431
Rialto Wealth Management
New York
$152K -$151 -1 -0.1%
SIC
1432
Salem Investment Counselors
North Carolina
$152K -$11.9K -79 -7%
CWM
1433
Centricity Wealth Management
Ohio
$147K – – –
SIM
1434
Sentry Investment Management
Wisconsin
$147K – – –
PP
1435
Pingora Partners
Wyoming
$145K – – –
MBFW
1436
Morton Brown Family Wealth
Pennsylvania
$143K – – –
CH
1437
Cromwell Holdings
Wyoming
$143K +$5.72K +38 +4%
DAM
1438
Delta Asset Management
Tennessee
$141K – – –
HCM
1439
Hollencrest Capital Management
California
$140K – – –
LFA
1440
LGT Financial Advisors
Texas
$139K +$452 +3 +0.3%
MSE
1441
MUFG Securities EMEA
United Kingdom
$137K +$142K +944 New
MWM
1442
Mascoma Wealth Management
New Hampshire
$133K +$301 +2 +0.2%
VC
1443
Vestor Capital
Illinois
$132K +$98.6K +655 +95%
BBPWM
1444
Blue Bell Private Wealth Management
Pennsylvania
$129K +$120K +800 +909%
LCM
1445
Logan Capital Management
Pennsylvania
$129K – – –
OA
1446
Operose Advisors
Wisconsin
$127K – – –
SWA
1447
SOA Wealth Advisors
New York
$125K +$753 +5 +0.6%
OL
1448
OneFund LLC
Florida
$121K +$125K +829 New
Cohen & Steers
1449
Cohen & Steers
New York
$117K – – –
FDP
1450
Financiere des Professionnels
Quebec, Canada
$116K – – –