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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1451
West Oak Capital
California
$21.5K – – –
FCMT
1452
Founders Capital Management (Texas)
Texas
$21.1K – – –
VWA
1453
Valued Wealth Advisors
Utah
$20.5K +$8.25K +65 +74%
TIM
1454
Thompson Investment Management
Wisconsin
$20.1K – – –
PWM
1455
Partnership Wealth Management
Maryland
$19.7K – – –
PAI
1456
Pittenger & Anderson Inc
Nebraska
$19.2K +$18.2K +143 New
BIA
1457
Bell Investment Advisors
California
$18.5K – – –
OPTFSNA
1458
Old Point Trust & Financial Services N A
Virginia
$18K – – –
AEPWM
1459
Atlantic Edge Private Wealth Management
Florida
$16.9K +$16K +126 New
NBT
1460
Northwest Bank & Trust
Iowa
$16.9K – – –
NAAA
1461
New Age Alpha Advisors
New York
$16.8K +$15.9K +125 New
CAS
1462
Coppell Advisory Solutions
Texas
$16.8K +$1.52K +12 +11%
BBPWM
1463
Blue Bell Private Wealth Management
Pennsylvania
$16.5K +$2.16K +17 +16%
CTA
1464
Colonial Trust Advisors
South Carolina
$15.7K – – –
SFCL
1465
Strengthening Families & Communities LLC
Massachusetts
$15.7K +$127 +1 +0.9%
ATC
1466
Advantage Trust Company
Kansas
$15.4K – – –
PSB
1467
Piscataqua Savings Bank
New Hampshire
$15.2K – – –
CIA
1468
Cape Investment Advisory
Georgia
$14.8K -$24.9K -196 -64%
TFGT
1469
TS Financial Group (TSFG)
Illinois
$14K – – –
KA
1470
Kozak & Associates
Colorado
$13.8K +$3.56K +28 +41%
AWM
1471
AllSquare Wealth Management
New York
$13.4K – – –
SGC
1472
Slocum, Gordon & Co
Rhode Island
$13.4K – – –
S
1473
Sachetta
Massachusetts
$13K – – –
SC
1474
Solstein Capital
California
$12.2K – – –
CA
1475
Crewe Advisors
Utah
$11.4K – – –