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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
501
Aspiriant LLC
California
$1.22M +$313K +4,171 +38%
CSM
502
CAMG Solamere Management
North Carolina
$1.21M – – –
KAS
503
Kestra Advisory Services
Texas
$1.2M +$1.13M +15,053 New
AF
504
Ally Financial
Michigan
$1.2M – – –
TSS
505
Thomas Story & Son
Indiana
$1.2M – – –
AF
506
Advisornet Financial
Minnesota
$1.17M +$60.3K +803 +6%
AIM
507
Anchor Investment Management
South Carolina
$1.16M +$7.51K +100 +0.7%
MWM
508
Mattern Wealth Management
Kansas
$1.16M +$35.8K +477 +3%
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$1.15M -$20.5K -273 -2%
MWM
510
Minot Wealth Management
Massachusetts
$1.15M +$213K +2,830 +24%
DWA
511
Douglass Winthrop Advisors
New York
$1.13M -$33.8K -450 -3%
DP
512
Dearborn Partners
Illinois
$1.13M -$61.7K -822 -6%
KWM
513
Keebeck Wealth Management
Illinois
$1.12M – – –
B
514
Barings
North Carolina
$1.12M -$134K -1,788 -11%
CIC
515
Carnegie Investment Counsel
Ohio
$1.12M – – –
CP
516
Cumberland Partners
Ontario, Canada
$1.12M – – –
VHMC
517
Value Holdings Management Company
New York
$1.12M – – –
UAS
518
United Asset Strategies
New York
$1.11M -$98.1K -1,306 -9%
CIS
519
Capital International Sarl
California
$1.11M +$147K +1,955 +16%
HWM
520
Hohimer Wealth Management
Washington
$1.1M +$29.2K +389 +3%
ZCI
521
Zevenbergen Capital Investments
Washington
$1.1M -$7.51K -100 -0.7%
HI
522
Human Investing
Oregon
$1.09M -$17K -227 -2%
DC
523
Davenport & Co
Virginia
$1.09M -$48.4K -644 -4%
BG
524
Bollard Group
Massachusetts
$1.08M +$6.08K +81 +0.6%
HFM
525
Hartford Financial Management
Connecticut
$1.08M -$7.51K -100 -0.7%
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