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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
701
Bard Financial Services
Connecticut
$902K
BCM
702
Birch Capital Management
Texas
$901K -$193K -1,631 -18%
KFA
703
Kapstone Financial Advisors
Ohio
$897K
OTPPB
704
Ontario Teachers' Pension Plan Board
Ontario, Canada
$894K +$889K +7,507 New
PPWM
705
Paragon Private Wealth Management
Kentucky
$891K +$94.2K +795 +12%
FI
706
FJ Investments
Utah
$879K +$875K +7,383 New
MAS
707
Meeder Advisory Services
Ohio
$874K +$46.2K +390 +6%
CCT
708
Chemung Canal Trust
New York
$870K -$5.09K -43 -0.6%
TF
709
Tompkins Financial
New York
$867K +$31K +262 +4%
GAAM
710
Guinness Atkinson Asset Management
California
$860K -$25.1K -212 -3%
CSPIA
711
Cary Street Partners Investment Advisory
Virginia
$858K +$72K +608 +9%
FFBTD
712
First Financial Bank - Trust Division
Ohio
$851K -$364K -3,070 -30%
SWA
713
SFMG Wealth Advisors
Texas
$845K +$23.9K +202 +3%
MP
714
McDonald Partners
Ohio
$843K -$7.94K -67 -0.9%
TWP
715
Tyche Wealth Partners
Texas
$842K +$838K +7,073 New
FNBT
716
FineMark National Bank & Trust
Florida
$841K -$6.16K -52 -0.7%
CSIC
717
Clifford Swan Investment Counsel
California
$840K -$23.7K -200 -3%
BC
718
Burney Company
Virginia
$837K -$124K -1,043 -13%
LTAS
719
Linden Thomas Advisory Services
North Carolina
$835K +$99.5K +840 +14%
SWM
720
Salvus Wealth Management
New Jersey
$826K +$12.3K +104 +2%
STAS
721
Strong Tower Advisory Services
Minnesota
$814K +$37.8K +319 +5%
SW
722
SVB Wealth
Massachusetts
$813K +$180K +1,520 +29%
CIC
723
Carnegie Investment Counsel
Ohio
$810K -$4.26K -36 -0.5%
OAM
724
Oppenheimer Asset Management
New York
$809K -$21K -177 -3%
AC
725
AlphaCore Capital
California
$806K -$4.15K -35 -0.5%