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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1451
Bruce G. Allen Investments
Colorado
$13K +$728 +6 +6%
BBPWM
1452
Blue Bell Private Wealth Management
Pennsylvania
$13K +$1.09K +9 +9%
LF
1453
LifeSteps Financial
California
$12.5K +$12.4K +102 New
AWM
1454
AllSquare Wealth Management
New York
$12.3K – – –
NF
1455
Norwood Financial
Pennsylvania
$12.3K – – –
SGC
1456
Slocum, Gordon & Co
Rhode Island
$12.3K – – –
TFGT
1457
TS Financial Group (TSFG)
Illinois
$12K +$12.3K +101 New
VWM
1458
Venturi Wealth Management
Texas
$11.5K -$8.13K -67 -42%
PO
1459
Private Ocean
California
$11.3K +$2.19K +18 +24%
ATC
1460
Adirondack Trust Company
New York
$11.3K – – –
SC
1461
Solstein Capital
California
$11.2K – – –
RTL
1462
Red Tortoise LLC
Georgia
$10.4K – – –
S
1463
Sachetta
Massachusetts
$10.2K – – –
EWM
1464
Evermay Wealth Management
Virginia
$9.82K -$364 -3 -4%
LWA
1465
Lowe Wealth Advisors
Maryland
$9.82K – – –
FIM
1466
Fernwood Investment Management
Massachusetts
$9.82K +$9.71K +80 New
VCM
1467
Versant Capital Management
Arizona
$9.46K -$364 -3 -4%
OP
1468
ORG Partners
Indiana
$9.25K -$50.7K -418 -85%
AA
1469
Ancora Advisors
Ohio
$9.09K – – –
Fuller & Thaler Asset Management
1470
Fuller & Thaler Asset Management
California
$8.84K – – –
FWA
1471
FSC Wealth Advisors
New York
$8.72K -$121 -1 -1%
MSG
1472
Main Street Group
Virginia
$8.63K – – –
CFS
1473
CGC Financial Services
Oregon
$8.6K -$13.3K -110 -61%
CCMI
1474
Creative Capital Management Investments
California
$8.6K – – –
KA
1475
Kozak & Associates
Colorado
$8.54K – – –