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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1526
Tortoise Investment Management
New York
$18.4K -$26K -183 -58%
RPA
1527
Redwood Park Advisors
California
$18.2K +$18.5K +130 New
AEPWM
1528
Atlantic Edge Private Wealth Management
Florida
$17.7K
CIA
1529
Cape Investment Advisory
Georgia
$16.5K +$1.14K +8 +7%
CAS
1530
Coppell Advisory Solutions
Texas
$16.4K -$1.28K -9 -7%
ATC
1531
Advantage Trust Company
Kansas
$16.1K
PSB
1532
Piscataqua Savings Bank
New Hampshire
$15.8K
RF
1533
Roxbury Financial
New Jersey
$14.1K +$13.6K +96 New
BL
1534
BFSG LLC
California
$14K -$63.5K -447 -82%
AWM
1535
AllSquare Wealth Management
New York
$14K
SGC
1536
Slocum, Gordon & Co
Rhode Island
$14K
TFGT
1537
TS Financial Group (TSFG)
Illinois
$14K +$142 +1 +1%
RDIA
1538
RE Dickinson Investment Advisors
Iowa
$14K +$1.42K +10 New
BT
1539
Banque Transatlantique
France
$13.9K +$14.2K +100 New
S
1540
Sachetta
Massachusetts
$13.9K +$284 +2 +2%
BA
1541
Bellwether Advisors
Nebraska
$13.7K +$13.9K +98 New
SC
1542
Solstein Capital
California
$12.8K
SSG
1543
Summit Securities Group
New York
$12.6K +$12.8K +90 New
AF
1544
Atala Financial
California
$12.3K +$12.5K +88 New
RTL
1545
Red Tortoise LLC
Georgia
$11.9K
PPA
1546
Painted Porch Advisors
California
$11.5K +$11.6K +82 New
MSWM
1547
Mowery & Schoenfeld Wealth Management
Illinois
$11.4K +$11.5K +81 New
EWM
1548
Evermay Wealth Management
Virginia
$11.2K
LWA
1549
Lowe Wealth Advisors
Maryland
$11.2K
AG
1550
AmeriFlex Group
Nevada
$11.1K +$10.7K +75 New