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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1501
Proathlete Wealth Management
Florida
$1.19K
CIAM
1502
Caitong International Asset Management
Hong Kong
$1.18K -$369K -3,902 -100%
NWMP
1503
Noble Wealth Management PBC
Colorado
$1.18K +$1.14K +12 New
CA
1504
Crewe Advisors
Utah
$984 +$95 +1 +11%
BIM
1505
Breakwater Investment Management
Washington
$984 +$473 +5 +100%
SWIM
1506
Smallwood Wealth Investment Management
New Jersey
$983
SFCL
1507
Strengthening Families & Communities LLC
Massachusetts
$885 -$3.79K -40 -82%
JFA
1508
JNBA Financial Advisors
Minnesota
$885 +$852 +9 New
WAG
1509
Wilkerson Advisory Group
Missouri
$688 -$6.53K -69 -91%
CTA
1510
Colonial Trust Advisors
South Carolina
$684
QL
1511
Quarry LP
New York
$393 -$52.9K -559 -99%
RS
1512
Rakuten Securities
Japan
$393 -$473 -5 -56%
RJA
1513
Ross\Johnson & Associates
Minnesota
$393 +$95 +1 +33%
NICM
1514
Neo Ivy Capital Management
New York
$393 +$379 +4 New
SA
1515
Seneschal Advisors
Washington
$295 -$95 -1 -25%
HI
1516
Hoey Investments
Pennsylvania
$295 +$284 +3 New
IAS
1517
IMA Advisory Services
Colorado
$295 +$284 +3 New
YDMI
1518
Y.D. More Investments
Israel
$262 +$2.65K +28 +4%
GFA
1519
Godfrey Financial Associates
New York
$197
3FI
1520
3 Factor Indexing
California
$197 +$95 +1 +100%
HIA
1521
Highland Investment Advisors
Florida
$197 +$189 +2 New
MCA
1522
Maryland Capital Advisors
Maryland
$197 +$189 +2 New
CI
1523
Cordant Inc
Oregon
$130 +$95 +1 New
1CP
1524
1015 Capital Partners
Pennsylvania
$98 -$95 -1 -50%
MEG
1525
Millstone Evans Group
Colorado
$98