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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
1601
Park Square Financial Group
Georgia
$15.1K +$6.47K +44 +81%
S
1602
Sachetta
Massachusetts
$15K -$294 -2 -2%
RF
1603
Roxbury Financial
New Jersey
$14.7K +$147 +1 +1%
GFPC
1604
Global Financial Private Client
Florida
$14.3K +$2.79K +19 +26%
HFS
1605
Hughes Financial Services
Virginia
$14.2K +$13.5K +92 New
CPG
1606
Cornerstone Planning Group
New Jersey
$14.2K +$12.2K +83 +519%
SC
1607
Solstein Capital
California
$14K – – –
AF
1608
Atala Financial
California
$13.6K – – –
BBPWM
1609
Blue Bell Private Wealth Management
Pennsylvania
$13.6K +$1.62K +11 +14%
RTL
1610
Red Tortoise LLC
Georgia
$13.1K – – –
PPA
1611
Painted Porch Advisors
California
$12.7K – – –
EWM
1612
Evermay Wealth Management
Virginia
$12.3K – – –
LWA
1613
Lowe Wealth Advisors
Maryland
$12.3K – – –
DF
1614
Dunhill Financial
United Kingdom
$12.1K -$71.6K -487 -86%
PPWM
1615
PFG Private Wealth Management
Florida
$11.9K +$11.3K +77 New
AA
1616
Ancora Advisors
Ohio
$11.7K – – –
CWC
1617
Carolinas Wealth Consulting
North Carolina
$11.3K +$147 +1 +1%
DIP
1618
DT Investment Partners
Pennsylvania
$11.3K – – –
MSG
1619
Main Street Group
Virginia
$11K – – –
CFS
1620
CGC Financial Services
Oregon
$10.8K – – –
CCMI
1621
Creative Capital Management Investments
California
$10.8K – – –
ATC
1622
Adirondack Trust Company
New York
$10.6K -$1.18K -8 -10%
1M
1623
1248 Management
Missouri
$10.6K +$10.1K +69 New
CWP
1624
Concord Wealth Partners
Virginia
$10.6K +$10.1K +69 New
FUBT
1625
First United Bank & Trust
Maryland
$10.6K +$10.1K +69 New
63 64
65
66 67