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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
676
HB Wealth Management
Georgia
$1.08M +$435K +3,562 +65%
IWM
677
IHT Wealth Management
Illinois
$1.07M +$18.7K +153 +2%
HBT
678
Hills Bank & Trust
Iowa
$1.06M -$24.4K -200 -2%
AG
679
Advocate Group
Minnesota
$1.05M -$57.4K -470 -5%
FT
680
Fiduciary Trust
Massachusetts
$1.05M -$136K -1,114 -11%
RT
681
Rockland Trust
Massachusetts
$1.05M -$29.6K -242 -3%
OKSA
682
O'Keefe Stevens Advisory
New York
$1.04M – – –
UAML
683
US Asset Management LLC
Pennsylvania
$1.04M -$35.4K -290 -3%
IAA
684
Independent Advisor Alliance
North Carolina
$1.04M +$103K +845 +11%
CSPIA
685
Cary Street Partners Investment Advisory
Virginia
$1.03M +$120K +983 +13%
LCM
686
Leisure Capital Management
California
$1.03M +$7.58K +62 +0.7%
TA
687
TCM Advisors
West Virginia
$1.02M – – –
BWM
688
Bullock Wealth Management
Indiana
$1.02M +$63.5K +520 +6%
JSSH
689
J. Safra Sarasin Holding
$1.02M +$1.05M +8,625 New
CIA
690
Capital Investment Advisors
Georgia
$1.02M +$272K +2,224 +35%
MC
691
Moors & Cabot
Massachusetts
$1M -$21.3K -174 -2%
MFG
692
Monumental Financial Group
Maryland
$999K -$132K -1,077 -11%
RL
693
Rogco LP
Oklahoma
$997K -$3.42K -28 -0.3%
CAG
694
Csenge Advisory Group
Florida
$992K -$10K -82 -1%
MCP
695
Martin Capital Partners
Oregon
$992K +$25.9K +212 +3%
CIA
696
Choate Investment Advisors
Massachusetts
$988K -$293K -2,398 -22%
IPW
697
Inlet Private Wealth
Florida
$984K +$1.01M +8,300 New
SC
698
SouthState Corp
Florida
$980K +$506K +4,144 +100%
LMKC
699
L.M. Kohn & Company
Ohio
$959K +$9.41K +77 +1%
KIG
700
Kessler Investment Group
Indiana
$959K +$988K +8,087 New
26 27
28
29 30