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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1601
True Wealth Design
Ohio
$8.02K +$2.56K +17 +45%
HHGA
1602
Halbert Hargrove Global Advisors
California
$7.27K -$1.96K -13 -21%
FDW
1603
Fourth Dimension Wealth
Ohio
$7.27K – – –
AIA
1604
Aventus Investment Advisors
Florida
$7.13K +$7.38K +49 New
MAM
1605
Meeder Asset Management
Ohio
$6.69K -$12.2K -81 -64%
PA
1606
Pineridge Advisors
Missouri
$6.38K – – –
NFSG
1607
Newbridge Financial Services Group
Florida
$6.27K – – –
KWM
1608
Kiker Wealth Management
Georgia
$6.11K -$3.31K -22 -34%
IHWM
1609
Iron Horse Wealth Management
Iowa
$5.96K – – –
WPA
1610
Wealth Preservation Advisors
Tennessee
$5.96K – – –
RWM
1611
Raffa Wealth Management
District of Columbia
$5.82K – – –
MCM
1612
Manchester Capital Management
Vermont
$5.67K -$151 -1 -3%
CWM
1613
Copia Wealth Management
Oregon
$5.67K – – –
KG
1614
Kilter Group
New York
$5.53K +$5.72K +38 New
JFA
1615
JNBA Financial Advisors
Minnesota
$5.24K – – –
HWA
1616
HHM Wealth Advisors
Tennessee
$4.95K -$753 -5 -13%
JGIA
1617
Jackson Grant Investment Advisers
Connecticut
$4.95K – – –
AWM
1618
Abound Wealth Management
Tennessee
$4.81K – – –
GTAM
1619
Global Trust Asset Management
Florida
$4.8K – – –
EWM
1620
Evolution Wealth Management
Florida
$4.8K +$4.97K +33 New
TVWM
1621
Tower View Wealth Management
Wisconsin
$4.75K +$151 +1 +3%
FF
1622
Friedenthal Financial
New Jersey
$4.66K +$4.82K +32 New
DPW
1623
DiNuzzo Private Wealth
Pennsylvania
$4.51K +$151 +1 +3%
DWA
1624
Delos Wealth Advisors
Texas
$4.51K +$4.67K +31 New
FWM
1625
FSA Wealth Management
Massachusetts
$4.51K – – –