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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
776
V Wealth Advisors
Kansas
$493K +$126K +1,414 +37%
SXL
777
Summit X LLC
Missouri
$491K +$468K +5,267 New
FNC
778
First National Corp
Massachusetts
$489K -$10.2K -115 -2%
IWS
779
Insight Wealth Strategies
California
$488K -$78.9K -889 -15%
BFA
780
Beacon Financial Advisory
Ohio
$486K -$14.7K -166 -3%
PIA
781
Pinion Investment Advisors
Kansas
$482K -$9.32K -105 -2%
SFSIG
782
San Francisco Sentry Investment Group
California
$482K +$19.5K +220 +4%
TWI
783
Thomas White International
Illinois
$481K
RTC
784
Riverview Trust Company
Washington
$477K -$7.81K -88 -2%
PPW
785
Pasadena Private Wealth
California
$477K +$3.11K +35 +0.7%
ESB
786
Essex Savings Bank
Connecticut
$475K
FG
787
Fiduciary Group
Georgia
$472K -$13.1K -148 -3%
SLWA
788
San Luis Wealth Advisors
California
$471K +$449K +5,059 New
MCP
789
Martin Capital Partners
Oregon
$468K +$27.1K +305 +6%
CFB
790
Cullen/Frost Bankers
Texas
$466K -$2.4K -27 -0.5%
CC
791
Centiva Capital
New York
$466K +$177K +1,990 +66%
AWE
792
Avidian Wealth Enterprises
Texas
$465K +$61.1K +688 +16%
NIM
793
NuWave Investment Management
New Jersey
$465K +$439K +4,946 +10,991%
NAM
794
NTV Asset Management
West Virginia
$461K
LWAC
795
Laurel Wealth Advisors (California)
California
$460K +$266 +3 +0.1%
MHC
796
Meyer Handelman Company
New York
$457K
BFO
797
Biltmore Family Office
North Carolina
$457K +$436K +4,907 New
ST
798
Smithfield Trust
Pennsylvania
$456K +$67K +755 +18%
MHIC
799
Marble Harbor Investment Counsel
Massachusetts
$455K
CCM
800
Coldstream Capital Management
Washington
$455K +$54.4K +613 +14%