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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1451
Partnership Wealth Management
Maryland
$19.7K
PAI
1452
Pittenger & Anderson Inc
Nebraska
$19.2K +$18.2K +143 New
BIA
1453
Bell Investment Advisors
California
$18.5K
OPTFSNA
1454
Old Point Trust & Financial Services N A
Virginia
$18K
AEPWM
1455
Atlantic Edge Private Wealth Management
Florida
$16.9K +$16K +126 New
NBT
1456
Northwest Bank & Trust
Iowa
$16.9K
NAAA
1457
New Age Alpha Advisors
New York
$16.8K +$15.9K +125 New
CAS
1458
Coppell Advisory Solutions
Texas
$16.8K +$1.52K +12 +11%
BBPWM
1459
Blue Bell Private Wealth Management
Pennsylvania
$16.5K +$2.16K +17 +16%
CTA
1460
Colonial Trust Advisors
South Carolina
$15.7K
SFCL
1461
Strengthening Families & Communities LLC
Massachusetts
$15.7K +$127 +1 +0.9%
ATC
1462
Advantage Trust Company
Kansas
$15.4K
PSB
1463
Piscataqua Savings Bank
New Hampshire
$15.2K
CIA
1464
Cape Investment Advisory
Georgia
$14.8K -$24.9K -196 -64%
TFGT
1465
TS Financial Group (TSFG)
Illinois
$14K
KA
1466
Kozak & Associates
Colorado
$13.8K +$3.56K +28 +41%
AWM
1467
AllSquare Wealth Management
New York
$13.4K
SGC
1468
Slocum, Gordon & Co
Rhode Island
$13.4K
S
1469
Sachetta
Massachusetts
$13K
SC
1470
Solstein Capital
California
$12.2K
CA
1471
Crewe Advisors
Utah
$11.4K
RTL
1472
Red Tortoise LLC
Georgia
$11.4K
IUHSA
1473
Itau Unibanco Holding S.A.
Brazil
$11.4K +$10.8K +85 New
EWM
1474
Evermay Wealth Management
Virginia
$10.7K
LWA
1475
Lowe Wealth Advisors
Maryland
$10.7K