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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
776
Haverford Trust Company
Pennsylvania
$343K – – –
AWE
777
Avidian Wealth Enterprises
Texas
$343K +$5.63K +75 +2%
CCM
778
Coldstream Capital Management
Washington
$341K +$7.66K +102 +2%
KPW
779
Kore Private Wealth
New York
$339K +$751 +10 +0.2%
MWNA
780
Marshall Wace North America
New York
$336K +$317K +4,216 New
MSA
781
Marino Stram & Associates
Massachusetts
$335K -$7.58K -101 -2%
AOWM
782
Alpha Omega Wealth Management
Virginia
$335K – – –
SBH
783
Segall Bryant & Hamill
Illinois
$335K – – –
SWM
784
Segment Wealth Management
Texas
$334K +$314K +4,186 New
GM
785
GeoWealth Management
Illinois
$331K -$20.4K -271 -6%
ST
786
Smithfield Trust
Pennsylvania
$331K -$6.38K -85 -2%
AFP
787
Ausdal Financial Partners
Iowa
$331K +$2.63K +35 +0.9%
RMCM
788
Reynders McVeigh Capital Management
Massachusetts
$330K -$10.4K -138 -3%
ISB
789
Iowa State Bank
Iowa
$330K – – –
SNT
790
Security National Trust
West Virginia
$327K – – –
PSP
791
Principal Street Partners
Tennessee
$326K -$3.6K -48 -1%
APP
792
Avantax Planning Partners
Iowa
$326K +$13.7K +182 +5%
BCA
793
Bay Colony Advisors
Massachusetts
$325K -$214K -2,844 -41%
CAM
794
Cresset Asset Management
Illinois
$325K -$40.1K -534 -12%
OC
795
Oakworth Capital
Alabama
$325K – – –
BIM
796
Bridges Investment Management
Nebraska
$324K -$18K -240 -6%
BMO
797
Beck Mack & Oliver
New York
$323K – – –
KFS
798
Kelly Financial Services
Massachusetts
$322K – – –
EMG
799
ETF Managers Group
New Jersey
$321K +$17K +227 +6%
AIM
800
AIA Investment Management
Singapore
$320K +$69.3K +923 +30%
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