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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1601
Global Financial Private Client
Florida
$14.3K +$2.79K +19 +26%
HFS
1602
Hughes Financial Services
Virginia
$14.2K +$13.5K +92 New
CPG
1603
Cornerstone Planning Group
New Jersey
$14.2K +$12.2K +83 +519%
SC
1604
Solstein Capital
California
$14K – – –
AF
1605
Atala Financial
California
$13.6K – – –
BBPWM
1606
Blue Bell Private Wealth Management
Pennsylvania
$13.6K +$1.62K +11 +14%
RTL
1607
Red Tortoise LLC
Georgia
$13.1K – – –
PPA
1608
Painted Porch Advisors
California
$12.7K – – –
EWM
1609
Evermay Wealth Management
Virginia
$12.3K – – –
LWA
1610
Lowe Wealth Advisors
Maryland
$12.3K – – –
DF
1611
Dunhill Financial
United Kingdom
$12.1K -$71.6K -487 -86%
PPWM
1612
PFG Private Wealth Management
Florida
$11.9K +$11.3K +77 New
AA
1613
Ancora Advisors
Ohio
$11.7K – – –
CWC
1614
Carolinas Wealth Consulting
North Carolina
$11.3K +$147 +1 +1%
DIP
1615
DT Investment Partners
Pennsylvania
$11.3K – – –
MSG
1616
Main Street Group
Virginia
$11K – – –
CFS
1617
CGC Financial Services
Oregon
$10.8K – – –
CCMI
1618
Creative Capital Management Investments
California
$10.8K – – –
ATC
1619
Adirondack Trust Company
New York
$10.6K -$1.18K -8 -10%
1M
1620
1248 Management
Missouri
$10.6K +$10.1K +69 New
CWP
1621
Concord Wealth Partners
Virginia
$10.6K +$10.1K +69 New
FUBT
1622
First United Bank & Trust
Maryland
$10.6K +$10.1K +69 New
FWA
1623
FSC Wealth Advisors
New York
$10.3K – – –
KFP
1624
Keener Financial Planning
Texas
$10K – – –
KWM
1625
Kiker Wealth Management
Georgia
$9.87K +$9.41K +64 New
63 64
65
66 67