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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
651
Birch Capital Management
Texas
$1.03M -$210K -1,918 -17%
AWM
652
AE Wealth Management
Kansas
$1.03M +$38.8K +355 +4%
ATPW
653
Ashton Thomas Private Wealth
Arizona
$1.03M -$414K -3,787 -29%
DWA
654
Douglass Winthrop Advisors
New York
$1.01M -$77.3K -707 -7%
S
655
SignatureFD
Georgia
$993K +$4.81K +44 +0.5%
CA
656
Claro Advisors
Massachusetts
$993K +$126K +1,154 +15%
VI
657
Versor Investments
New York
$992K -$670K -6,129 -41%
MFGM
658
Marshall Financial Group (Maryland)
Maryland
$989K +$3.94K +36 +0.4%
OKSA
659
O'Keefe Stevens Advisory
New York
$985K – – –
CAM
660
Covenant Asset Management
New Jersey
$984K – – –
VWA
661
V Wealth Advisors
Kansas
$966K +$9.19K +84 +1%
FCH
662
Freestone Capital Holdings
Washington
$966K -$110K -1,005 -10%
AO
663
Advisor OS
Illinois
$959K -$536K -4,905 -36%
ONB
664
Old National Bancorp
Indiana
$959K -$10.3K -94 -1%
LNC
665
Lincoln National Corp
Pennsylvania
$955K +$22.9K +209 +3%
MC
666
Moors & Cabot
Massachusetts
$949K -$8.09K -74 -0.9%
GIA
667
GHP Investment Advisors
Colorado
$941K +$405K +3,701 +97%
BC
668
Burney Company
Virginia
$940K +$27.5K +251 +3%
UH
669
Unigestion Holding
Switzerland
$936K -$116K -1,062 -11%
KFA
670
Kapstone Financial Advisors
Ohio
$933K – – –
CWS
671
Confluence Wealth Services
Pennsylvania
$931K -$8.42K -77 -0.9%
HT
672
Heritage Trust
Oklahoma
$928K -$124K -1,130 -12%
MCP
673
Martin Capital Partners
Oregon
$926K +$11.7K +107 +1%
PGFC
674
Peapack-Gladstone Financial Corp
New Jersey
$915K +$131K +1,198 +17%
NW
675
Naviter Wealth
Arkansas
$912K +$892K +8,153 New
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