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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
AP
701
Advisor Partners
California
$256K +$25.5K +425 +11%
WI
702
WrapManager Inc
California
$251K -$3K -50 -1%
WA
703
WFG Advisors
Texas
$250K -$268K -4,467 -51%
PWM
704
Perigon Wealth Management
California
$249K – – –
ISB
705
Iowa State Bank
Iowa
$246K +$19.5K +325 +8%
MHIC
706
Marble Harbor Investment Counsel
Massachusetts
$245K – – –
SIC
707
Schwartz Investment Counsel
Michigan
$243K -$72K -1,200 -22%
SAM
708
Smithbridge Asset Management
Pennsylvania
$243K – – –
KCM
709
Kanawha Capital Management
Virginia
$242K – – –
CT
710
Cambridge Trust
Massachusetts
$242K +$9.05K +151 +4%
IMOV
711
Investment Management of Virginia
Virginia
$240K +$1.5K +25 +0.6%
WSA
712
Wall Street Associates
California
$238K – – –
PFS
713
Physicians Financial Services
North Carolina
$237K +$6K +100 +3%
BRWA
714
B. Riley Wealth Advisors
Florida
$237K +$244K +4,073 New
STMM
715
South Texas Money Management
Texas
$236K -$1.62K -27 -0.7%
NFG
716
Next Financial Group
Texas
$236K +$52.9K +882 +28%
BMO
717
Beck Mack & Oliver
New York
$234K +$2.82K +47 +1%
HBT
718
Hills Bank & Trust
Iowa
$232K – – –
FMLI
719
Fukoku Mutual Life Insurance
Japan
$231K -$18K -300 -7%
MFBTD
720
MB Financial Bank - Trust Department
Illinois
$231K – – –
SNT
721
Security National Trust
West Virginia
$231K – – –
WA
722
WBH Advisory
Maryland
$230K -$2.16K -36 -0.9%
WTB
723
Washington Trust Bank
Washington
$224K +$107K +1,780 +85%
BPB
724
Badgley, Phelps & Bell
Washington
$222K +$2.88K +48 +1%
JGUA
725
John G. Ullman & Associates
New York
$221K – – –