We are live on ! Find out more
PAYX icon

Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1501
Waypoint Capital Advisors
Minnesota
– -$241K -2,147 Closed
AFS
1502
Axiom Financial Strategies
Indiana
– -$240K -2,135 Closed
MWA
1503
Motive Wealth Advisors
Michigan
– -$235K -2,097 Closed
BWP
1504
BSW Wealth Partners
Colorado
– -$232K -2,072 Closed
FPCP
1505
Fort Point Capital Partners
California
– -$227K -2,019 Closed
DWM
1506
Dorchester Wealth Management
Quebec, Canada
– -$224K -2,000 Closed
AWA
1507
Arete Wealth Advisors
Illinois
– -$221K -1,971 Closed
WWM
1508
Western Wealth Management
Colorado
– -$221K -1,965 Closed
NB
1509
NBT Bank
New York
– -$221K -1,964 Closed
AWA
1510
Amplius Wealth Advisors
Pennsylvania
– -$220K -1,957 Closed
AWP
1511
Accretive Wealth Partners
New Jersey
– -$219K -1,955 Closed
CC
1512
Centiva Capital
New York
– -$224K -1,915 Closed
MAM
1513
Martingale Asset Management
Massachusetts
– -$204K -1,811 Closed
PWPS
1514
Pinnacle Wealth Planning Services
Ohio
– -$203K -1,808 Closed
HC
1515
HNP Capital
New York
– -$201K -1,788 Closed
VRM
1516
Vectors Research Management
New York
– -$201K -1,788 Closed
FNA
1517
First National Advisers
Nebraska
– -$162K -1,446 Closed
NEAM
1518
New England Asset Management
Connecticut
– -$114K -1,020 Closed
CL
1519
COWA LLC
Oklahoma
– -$112K -1,000 Closed
NICM
1520
Neo Ivy Capital Management
New York
– -$100K -888 Closed
DBG
1521
De Burlo Group
Massachusetts
– -$89.8K -800 Closed
SWM
1522
Selective Wealth Management
Virginia
– -$76K -678 Closed
EW
1523
Evoke Wealth
California
– -$62K -549 Closed
HGERS
1524
Householder Group Estate & Retirement Specialist
Arizona
– -$56K -504 Closed
HI
1525
Hudock Inc
Pennsylvania
– -$55K -495 Closed