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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1551
Plante Moran Financial Advisors
Michigan
$38.6K – – –
NWM
1552
Nova Wealth Management
Florida
$37.8K +$36K +245 New
PWMG
1553
Prestige Wealth Management Group
New Jersey
$36.3K -$147 -1 -0.4%
CWM
1554
CarsonAllaria Wealth Management
Illinois
$36.1K +$294 +2 +0.9%
MEG
1555
Millstone Evans Group
Colorado
$36.1K – – –
MCM
1556
MV Capital Management
Maryland
$35K -$294 -2 -0.9%
TFGT
1557
TS Financial Group (TSFG)
Illinois
$35K +$18.5K +126 +122%
MWA
1558
Medallion Wealth Advisors
Connecticut
$34.8K – – –
ABWM
1559
Alpine Bank Wealth Management
Colorado
$34.4K +$32.8K +223 New
QL
1560
Quarry LP
New York
$34.3K +$32.6K +222 New
WCM
1561
WealthTrak Capital Management
Virginia
$34.1K +$2.65K +18 +9%
AW
1562
Avion Wealth
Texas
$34K – – –
SCA
1563
Stuart Chaussee & Associates
California
$33.9K – – –
MWM
1564
MorganRosel Wealth Management
Colorado
$33.9K +$32.4K +220 New
CWM
1565
Consultiva Wealth Management
Puerto Rico
$33.8K – – –
T
1566
Transce3nd
Texas
$33.3K -$14.9K -101 -32%
CIR
1567
Clear Investment Research
Georgia
$30.4K – – –
FFO
1568
Fortitude Family Office
Arizona
$30.4K -$7.79K -53 -21%
GWSG
1569
GPS Wealth Strategies Group
Colorado
$28.9K +$294 +2 +1%
CWM
1570
Cedar Wealth Management
California
$25.8K – – –
WIM
1571
Westside Investment Management
California
$25.5K – – –
BHWM
1572
Beaird Harris Wealth Management
Texas
$24.8K – – –
WOC
1573
West Oak Capital
California
$24.7K – – –
SC
1574
Stephens Consulting
Michigan
$24.5K +$1.03K +7 +5%
FCMT
1575
Founders Capital Management (Texas)
Texas
$24.2K – – –