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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
701
Clifford Swan Investment Counsel
California
$238K -$5.36K -100 -2%
SNT
702
Security National Trust
West Virginia
$238K -$5.36K -100 -2%
BMO
703
Beck Mack & Oliver
New York
$238K
MFBTD
704
MB Financial Bank - Trust Department
Illinois
$238K
PFS
705
Physicians Financial Services
North Carolina
$238K
WA
706
WBH Advisory
Maryland
$238K +$161 +3 +0.1%
AP
707
Advisor Partners
California
$238K +$2.89K +54 +1%
Federated Hermes
708
Federated Hermes
Pennsylvania
$236K -$6.59K -123 -3%
ISB
709
Iowa State Bank
Iowa
$234K
JGUA
710
John G. Ullman & Associates
New York
$228K
MAM
711
Mizuho Asset Management
Japan
$228K +$72.1K +1,345 +54%
MCWS
712
McKinley Carter Wealth Services
West Virginia
$227K +$375 +7 +0.2%
DW
713
Domani Wealth
Pennsylvania
$226K -$13.8K -258 -6%
BPB
714
Badgley, Phelps & Bell
Washington
$226K
CCM
715
CrestPoint Capital Management
Missouri
$226K
WRM
716
Westport Resources Management
Connecticut
$223K
DIA
717
Denver Investment Advisors
Colorado
$219K +$197K +3,683 New
Calamos Advisors
718
Calamos Advisors
Illinois
$214K +$193K +3,600 New
SEM
719
Suncoast Equity Management
Florida
$214K +$193K +3,600 New
IPC
720
Independent Portfolio Consultants
Florida
$213K -$114K -2,120 -37%
PFBT
721
Parkside Financial Bank & Trust
Missouri
$213K
BO
722
BRR OpCo
Ohio
$212K +$191K +3,565 New
YMRC
723
Yorktown Management & Research Company
Virginia
$208K +$188K +3,500 New
BO
724
Bank OZK
Arkansas
$207K +$186K +3,475 New
CAM
725
Columbia Asset Management
Michigan
$206K -$57.6K -1,075 -24%