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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1526
Valued Wealth Advisors
Utah
$38.1K +$753 +5 +2%
JWA
1527
JFS Wealth Advisors
Pennsylvania
$37.8K +$301 +2 +0.8%
API
1528
Asset Planning Inc
California
$37.1K – – –
PMFA
1529
Plante Moran Financial Advisors
Michigan
$36.4K – – –
PWMG
1530
Prestige Wealth Management Group
New Jersey
$34.2K – – –
CWM
1531
CarsonAllaria Wealth Management
Illinois
$33.5K -$602 -4 -2%
MWA
1532
Medallion Wealth Advisors
Connecticut
$33.2K – – –
MCM
1533
MV Capital Management
Maryland
$33.2K +$151 +1 +0.4%
TFGT
1534
TS Financial Group (TSFG)
Illinois
$33K +$151 +1 +0.4%
ABWM
1535
Alpine Bank Wealth Management
Colorado
$32.4K – – –
MWM
1536
MorganRosel Wealth Management
Colorado
$32K – – –
SCA
1537
Stuart Chaussee & Associates
California
$32K – – –
CWM
1538
Consultiva Wealth Management
Puerto Rico
$31.9K – – –
T
1539
Transce3nd
Texas
$31.4K – – –
NC
1540
NewSquare Capital
Pennsylvania
$31.3K +$14.8K +98 +84%
WIM
1541
Westside Investment Management
California
$31.2K +$7.38K +49 +30%
QL
1542
Quarry LP
New York
$29.7K -$2.71K -18 -8%
HFS
1543
Hopwood Financial Services
Virginia
$29.1K -$45.2K -300 -60%
MEG
1544
Millstone Evans Group
Colorado
$28.2K -$6.02K -40 -17%
CWM
1545
Cedar Wealth Management
California
$24.3K – – –
BHWM
1546
Beaird Harris Wealth Management
Texas
$23.4K – – –
BIA
1547
Bell Investment Advisors
California
$23.4K +$1.51K +10 +7%
WOC
1548
West Oak Capital
California
$23.3K – – –
FCMT
1549
Founders Capital Management (Texas)
Texas
$22.8K – – –
LWA
1550
Lantern Wealth Advisors
New York
$22.4K +$2.6M +17,282 New
60 61
62
63 64