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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
RMCM
776
Reynders McVeigh Capital Management
Massachusetts
$324K – – –
GM
777
GeoWealth Management
Illinois
$324K +$296K +4,272 New
MCM
778
MAI Capital Management
Ohio
$323K +$4.71K +68 +2%
KPW
779
Kore Private Wealth
New York
$321K -$46.2K -666 -14%
ST
780
Smithfield Trust
Pennsylvania
$320K +$5.89K +85 +2%
AWE
781
Avidian Wealth Enterprises
Texas
$320K +$38.1K +550 +15%
MFS
782
Mirabella Financial Services
United Kingdom
$320K +$293K +4,231 New
SBH
783
Segall Bryant & Hamill
Illinois
$319K -$50.9K -735 -15%
AOWM
784
Alpha Omega Wealth Management
Virginia
$318K – – –
CA
785
Claro Advisors
Massachusetts
$318K +$21.3K +307 +8%
CCM
786
Coldstream Capital Management
Washington
$316K +$289K +4,171 New
ISB
787
Iowa State Bank
Iowa
$314K -$6.93K -100 -2%
PSP
788
Principal Street Partners
Tennessee
$313K -$46.4K -669 -14%
PJSIMP
789
P.J. Schmidt Investment Management (PJS)
Wisconsin
$311K -$6.31K -91 -2%
SNT
790
Security National Trust
West Virginia
$311K -$5.54K -80 -2%
AFP
791
Ausdal Financial Partners
Iowa
$311K +$2.22K +32 +0.8%
OC
792
Oakworth Capital
Alabama
$309K -$8.18K -118 -3%
BMO
793
Beck Mack & Oliver
New York
$307K – – –
LIM
794
Leavell Investment Management
Alabama
$307K – – –
PFM
795
Parsec Financial Management
North Carolina
$306K – – –
KFS
796
Kelly Financial Services
Massachusetts
$306K – – –
PP
797
Paloma Partners
Connecticut
$303K -$387K -5,579 -58%
RVPG
798
Relative Value Partners Group
$303K – – –
PFS
799
Physicians Financial Services
North Carolina
$299K -$6.93K -100 -2%
TF
800
Tompkins Financial
New York
$299K +$55.4K +800 +25%
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