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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RG
701
Rathbones Group
United Kingdom
$658K
MMPW
702
Mitchell McLeod Pugh & Williams
Alabama
$652K
TW
703
Transform Wealth
Colorado
$651K +$30.4K +330 +5%
SWA
704
Stratos Wealth Advisors
Ohio
$650K +$53.1K +577 +10%
GAAM
705
Guinness Atkinson Asset Management
California
$649K +$12K +130 +2%
PP
706
Patten & Patten
Tennessee
$641K
WTC
707
WhitTier Trust Company
Nevada
$640K -$46K -500 -7%
BS
708
Boenning & Scattergood
Pennsylvania
$635K
MHS
709
M Holdings Securities
Oregon
$634K +$596K +6,472 New
ATPW
710
Ashton Thomas Private Wealth
Arizona
$631K +$50.6K +549 +9%
LS
711
Livforsakringsbolaget Skandia
Sweden
$627K
HWMG
712
Hurlow Wealth Management Group
Indiana
$626K
IF
713
Intrua Financial
Texas
$618K +$3.59K +39 +0.6%
SWA
714
SFMG Wealth Advisors
Texas
$616K
LW
715
Linscomb Wealth
Texas
$614K +$24.4K +265 +4%
ZCM
716
Ziegler Capital Management
Illinois
$613K +$20.3K +220 +4%
Koshinski Asset Management
717
Koshinski Asset Management
Illinois
$613K +$75.3K +818 +15%
NL
718
Navalign LLC
California
$609K +$572K +6,212 New
BCV
719
Banque Cantonale Vaudoise
Switzerland
$607K
PSP
720
Principal Street Partners
Tennessee
$605K +$206K +2,233 +57%
SFSIG
721
San Francisco Sentry Investment Group
California
$596K +$83.8K +910 +18%
SRIM
722
Saratoga Research & Investment Management
California
$595K -$10.6K -115 -2%
MA
723
Montag & Associates
Georgia
$593K
STC
724
Sarah T. Connolly
$592K
RT
725
Rockland Trust
Massachusetts
$588K