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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
751
Quilter Plc
United Kingdom
$527K -$105K -1,145 -18%
PWLP
752
Prio Wealth Limited Partnership
Massachusetts
$526K – – –
RMCM
753
Reynders McVeigh Capital Management
Massachusetts
$522K +$553 +6 +0.1%
TTWM
754
TCV Trust & Wealth Management
Virginia
$520K -$3.68K -40 -0.7%
UIA
755
UBP Investment Advisors
Switzerland
$520K +$489K +5,314 New
IWS
756
Insight Wealth Strategies
California
$519K +$5.16K +56 +1%
SP
757
Successful Portfolios
Florida
$519K +$160K +1,732 +49%
VCA
758
Verdence Capital Advisors
Maryland
$518K -$1.84K -20 -0.4%
VWA
759
V Wealth Advisors
Kansas
$518K +$645 +7 +0.1%
FG
760
Fiduciary Group
Georgia
$510K – – –
BAIA
761
Bel Air Investment Advisors
California
$510K +$479K +5,200 New
TWI
762
Thomas White International
Illinois
$506K – – –
PPW
763
Pasadena Private Wealth
California
$505K +$3.22K +35 +0.7%
PGFC
764
Peapack-Gladstone Financial Corp
New Jersey
$504K -$21.6K -235 -4%
PFM
765
Parsec Financial Management
North Carolina
$503K +$64.5K +700 +16%
LIM
766
Longfellow Investment Management
Massachusetts
$502K -$68.2K -741 -13%
CCM
767
Coldstream Capital Management
Washington
$502K +$21.6K +235 +5%
FNC
768
First National Corp
Massachusetts
$500K -$13.4K -145 -3%
AWA
769
Arkadios Wealth Advisors
Georgia
$500K +$227K +2,467 +94%
MCM
770
MAI Capital Management
Ohio
$496K -$23.3K -253 -5%
SXL
771
Summit X LLC
Missouri
$496K -$22.1K -240 -5%
CCA
772
Checchi Capital Advisers
California
$489K +$23.8K +258 +5%
NAM
773
NTV Asset Management
West Virginia
$485K – – –
IA
774
IndexIQ Advisors
New York
$484K +$48.3K +524 +12%
BSW
775
Buckingham Strategic Wealth
Missouri
$483K +$13K +141 +3%
29 30
31
32 33