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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
651
Doyle Wealth Management
Florida
$469K -$387 -6 -0.1%
CS
652
Credential Securities
$461K -$32.1K -498 -7%
SBSB
653
Sullivan, Bruyette, Speros & Blaney
Virginia
$461K – – –
OMCS
654
Old Mutual Customised Solutions
South Africa
$460K – – –
AP
655
Advisor Partners
California
$459K +$28.8K +447 +7%
TTWM
656
TCV Trust & Wealth Management
Virginia
$458K – – –
CPSAC
657
Chas P. Smith & Associates (CPS)
Florida
$457K -$17.4K -270 -4%
WP
658
WealthPLAN Partners
Nebraska
$448K +$8.26K +128 +2%
RA
659
RFG Advisory
Alabama
$446K -$406K -6,299 -49%
MMPW
660
Mitchell McLeod Pugh & Williams
Alabama
$441K – – –
DSC
661
Duncker Streett & Co
Missouri
$441K +$1.1K +17 +0.3%
CSIC
662
Clifford Swan Investment Counsel
California
$440K – – –
WIS
663
Wright Investors Service
Connecticut
$439K +$65 +1 +0%
CAM
664
Cidel Asset Management
Ontario, Canada
$437K +$230K +3,562 +126%
PFM
665
Parsec Financial Management
North Carolina
$436K -$35.2K -545 -8%
AOWM
666
Alpha Omega Wealth Management
Virginia
$435K -$25.8K -400 -6%
WAM
667
Wealthspire Advisors (Maryland)
Maryland
$430K +$89.8K +1,392 +28%
IBOK
668
Independence Bank of Kentucky
Kentucky
$429K +$46.1K +715 +13%
FG
669
Fiduciary Group
Georgia
$427K -$4.97K -77 -1%
UF
670
Univest Financial
Pennsylvania
$427K +$46.8K +725 +13%
CCM
671
Carderock Capital Management
Maryland
$422K +$76.1K +1,179 +24%
IRF
672
IBM Retirement Fund
New York
$421K -$59.7K -926 -13%
SBH
673
Segall Bryant & Hamill
Illinois
$421K +$397K +6,161 New
MA
674
Marshwinds Advisory
Georgia
$419K -$12.8K -199 -3%
IA
675
IFG Advisory
Georgia
$417K +$2.45K +38 +0.6%
25 26
27
28 29