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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1501
Whipplewood Advisors
Colorado
$7.07K -$4.92K -42 -40%
T. Rowe Price Investment Management
1502
T. Rowe Price Investment Management
Maryland
$7K -$702 -6 -10%
AW
1503
Avion Wealth
Texas
$7K +$2.46K +21 +46%
Q1WB
1504
Quest 10 Wealth Builders
Virginia
$6.99K +$702 +6 +11%
MSWM
1505
Mowery & Schoenfeld Wealth Management
Illinois
$6.96K +$7.26K +62 New
SWM
1506
SHP Wealth Management
Massachusetts
$6.65K +$6.91K +59 New
HFS
1507
Hughes Financial Services
Virginia
$6.62K -$1.05K -9 -13%
CP
1508
Camelot Portfolios
Ohio
$6.39K +$6.67K +57 New
RF
1509
Rossby Financial
Florida
$6.17K +$6.44K +55 New
EIP
1510
Essential Investment Partners
Colorado
$6.06K +$6.32K +54 New
HHGA
1511
Halbert Hargrove Global Advisors
California
$5.61K -$936 -8 -14%
RWM
1512
Raffa Wealth Management
District of Columbia
$5.61K – – –
MGI
1513
Miller Global Investments
Texas
$5.61K +$5.85K +50 New
AIA
1514
Aventus Investment Advisors
Florida
$5.5K – – –
MCM
1515
Manchester Capital Management
Vermont
$5.38K +$819 +7 +17%
A
1516
AlphaQuest
New York
$5.27K -$130K -1,111 -96%
RBC
1517
Roble Belko & Company
Pennsylvania
$5K – – –
IIM
1518
IFC & Insurance Marketing
California
$5K +$5.03K +43 New
EP
1519
Essential Partners
California
$4.95K +$2.93K +25 +132%
NFSG
1520
Newbridge Financial Services Group
Florida
$4.92K +$117 +1 +2%
FCAS
1521
First Command Advisory Services
Texas
$4.71K +$3.98K +34 +425%
LWM
1522
Lodestone Wealth Management
Washington
$4.6K +$4.8K +41 New
WPA
1523
Wealth Preservation Advisors
Tennessee
$4.49K – – –
HFS
1524
Horizon Financial Services
North Carolina
$4.38K -$7.14K -61 -61%
CWM
1525
Copia Wealth Management
Oregon
$4.38K – – –