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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IP
401
Indivisible Partners
Florida
$3.5M +$3.65M +31,216 New
HPIA
402
Hamilton Point Investment Advisors
North Carolina
$3.49M -$60.9K -520 -2%
CreativeOne Wealth
403
CreativeOne Wealth
Kansas
$3.48M +$686K +5,862 +23%
Private Advisor Group
404
Private Advisor Group
New Jersey
$3.4M -$1.27M -10,814 -26%
Vestcor Inc
405
Vestcor Inc
New Brunswick, Canada
$3.4M -$5.22M -44,568 -60%
Pinnacle Financial Partners (Georgia)
406
Pinnacle Financial Partners (Georgia)
Georgia
$3.37M +$3.51M +30,027 New
MAI Capital Management
407
MAI Capital Management
Ohio
$3.35M +$180K +1,542 +5%
STAS
408
Strong Tower Advisory Services
Minnesota
$3.35M +$1.15M +9,796 +49%
Quantbot Technologies
409
Quantbot Technologies
New York
$3.31M -$3.43M -29,304 -50%
MIM
410
Morningstar Investment Management
Illinois
$3.29M -$1.05K -9 -0%
Investment Management Corp of Ontario (IMCO)
411
Investment Management Corp of Ontario (IMCO)
Canada
$3.28M +$788K +6,731 +30%
Advisory Services Network
412
Advisory Services Network
Georgia
$3.27M +$132K +1,127 +4%
RP
413
Rowlandmiller & Partners
Georgia
$3.24M -$101K -864 -3%
Allspring Global Investments
414
Allspring Global Investments
North Carolina
$3.23M -$1.41M -12,035 -29%
CAC
415
Core Alternative Capital
Georgia
$3.21M -$244K -2,082 -7%
TCM
416
Twin Capital Management
Pennsylvania
$3.2M +$617K +5,272 +23%
SAA
417
Southeast Asset Advisors
Georgia
$3.19M +$357K +3,051 +12%
RFM
418
Royal Fund Management
Florida
$3.16M +$327K +2,798 +11%
AssetMark Inc
419
AssetMark Inc
California
$3.08M +$2.24M +19,155 +231%
PMWMG
420
Parr McKnight Wealth Management Group
Minnesota
$3.06M -$220K -1,882 -6%
WDA
421
Wendell David Associates
New Hampshire
$3.06M – – –
AGF Management
422
AGF Management
Ontario, Canada
$3.06M +$391K +3,338 +14%
Concurrent Investment Advisors
423
Concurrent Investment Advisors
Florida
$3.02M +$234K +2,003 +8%
VIP
424
Vista Investment Partners
Oklahoma
$3.02M +$24.7K +211 +0.8%
Harvest Fund Management
425
Harvest Fund Management
China
$3.01M +$562K +4,800 +22%