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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
726
D.A. Davidson & Co
Montana
$431K -$9.39K -125 -2%
BG
727
Bellevue Group
Switzerland
$431K
TTWM
728
TCV Trust & Wealth Management
Virginia
$431K
FG
729
Fiduciary Group
Georgia
$429K -$58.9K -784 -13%
BFA
730
Beacon Financial Advisory
Ohio
$429K +$404K +5,385 New
PWLP
731
Prio Wealth Limited Partnership
Massachusetts
$428K
S
732
SignatureFD
Georgia
$428K +$109K +1,457 +37%
TAM
733
Tocqueville Asset Management
New York
$418K +$33K +440 +9%
OL
734
Optas LLC
Texas
$418K +$164K +2,186 +72%
RTC
735
Riverview Trust Company
Washington
$415K
TWI
736
Thomas White International
Illinois
$412K
VCA
737
Verdence Capital Advisors
Maryland
$412K +$751 +10 +0.2%
UF
738
Univest Financial
Pennsylvania
$408K -$9.61K -128 -2%
PPW
739
Pasadena Private Wealth
California
$406K +$3.08K +41 +0.8%
MFS
740
Mirabella Financial Services
United Kingdom
$406K +$64.1K +853 +20%
ESB
741
Essex Savings Bank
Connecticut
$406K +$382K +5,090 New
CFB
742
Cullen/Frost Bankers
Texas
$401K -$131K -1,748 -26%
PIA
743
Pinion Investment Advisors
Kansas
$400K
NAM
744
NTV Asset Management
West Virginia
$395K -$11.3K -150 -3%
SFSIG
745
San Francisco Sentry Investment Group
California
$395K -$375 -5 -0.1%
BCM
746
Buckhead Capital Management
Georgia
$395K
LWAC
747
Laurel Wealth Advisors (California)
California
$394K -$4.05K -54 -1%
MHC
748
Meyer Handelman Company
New York
$391K
WANY
749
Wealthspire Advisors (New York)
New York
$390K +$19.1K +255 +5%
MHIC
750
Marble Harbor Investment Counsel
Massachusetts
$389K