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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1476
Medallion Wealth Advisors
Connecticut
$28.5K
SCA
1477
Stuart Chaussee & Associates
California
$27.9K
CWM
1478
Consultiva Wealth Management
Puerto Rico
$27.8K
VWWMG
1479
Vermillion & White Wealth Management Group
Pennsylvania
$27.4K +$30K +216 New
HFS
1480
Hopwood Financial Services
Virginia
$25.4K
HWA
1481
Heartwood Wealth Advisors
Virginia
$25.4K +$27.7K +200 New
ABWM
1482
Alpine Bank Wealth Management
Colorado
$25K -$3.61K -26 -12%
MEG
1483
Millstone Evans Group
Colorado
$24.6K
NWM
1484
Nova Wealth Management
Florida
$24K -$23.9K -172 -48%
PAI
1485
Pittenger & Anderson Inc
Nebraska
$24K +$6.38K +46 +32%
VWA
1486
Valued Wealth Advisors
Utah
$23.9K -$10.3K -74 -28%
CCA
1487
Catalyst Capital Advisors
New York
$23.2K -$68K -490 -73%
PWMG
1488
Prestige Wealth Management Group
New Jersey
$22.9K -$7.49K -54 -23%
LWA
1489
Lantern Wealth Advisors
New York
$21.8K
CWM
1490
Cedar Wealth Management
California
$21.2K
AAS
1491
Ameritas Advisory Services
Nebraska
$21K -$212K -1,531 -90%
BHWM
1492
Beaird Harris Wealth Management
Texas
$20.7K +$277 +2 +1%
OP
1493
ORG Partners
Indiana
$20.6K -$27.7K -200 -55%
FCMT
1494
Founders Capital Management (Texas)
Texas
$19.9K
GWSG
1495
GPS Wealth Strategies Group
Colorado
$19.7K -$15K -108 -41%
IW
1496
Imprint Wealth
South Carolina
$19K +$20.8K +150 New
TIM
1497
Tortoise Investment Management
New York
$18.1K -$277 -2 -1%
PWA
1498
Physician Wealth Advisors
Utah
$17.7K +$17.2K +124 +775%
BIA
1499
Bell Investment Advisors
California
$17.4K -$3.33K -24 -15%
RPA
1500
Redwood Park Advisors
California
$16.7K +$139 +1 +0.8%