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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
776
Studio Investment Management
Illinois
$556K +$556K +4,948 New
Meyer Handelman Company
777
Meyer Handelman Company
New York
$551K – – –
First PREMIER Bank
778
First PREMIER Bank
South Dakota
$550K -$70.3K -626 -11%
Venture Visionary Partners
779
Venture Visionary Partners
Ohio
$550K +$4.61K +41 +0.8%
Claro Advisors
780
Claro Advisors
Massachusetts
$549K +$28.1K +250 +5%
Marble Harbor Investment Counsel
781
Marble Harbor Investment Counsel
Massachusetts
$549K +$56.2K +500 +11%
ESB
782
Essex Savings Bank
Connecticut
$548K -$9.21K -82 -2%
DMBA
783
Deseret Mutual Benefit Administrators
Utah
$547K +$432K +3,843 +375%
Ashfield Capital Partners
784
Ashfield Capital Partners
California
$546K – – –
Bridgewater Associates
785
Bridgewater Associates
Connecticut
$544K +$543K +4,834 New
Beacon Pointe Advisors
786
Beacon Pointe Advisors
California
$543K +$27.5K +245 +5%
BRA
787
Bender Robert & Associates
California
$541K -$6.74K -60 -1%
Los Angeles Capital Management
788
Los Angeles Capital Management
California
$534K -$1.35M -11,976 -72%
CCM
789
Carderock Capital Management
Maryland
$534K -$94K -837 -15%
Tocqueville Asset Management
790
Tocqueville Asset Management
New York
$532K +$37.5K +334 +8%
MAI Capital Management
791
MAI Capital Management
Ohio
$529K -$7.3K -65 -1%
BCM
792
Buckhead Capital Management
Georgia
$529K +$1.68K +15 +0.3%
Clearstead Advisors
793
Clearstead Advisors
Ohio
$529K +$81.3K +724 +18%
Peapack-Gladstone Financial Corp
794
Peapack-Gladstone Financial Corp
New Jersey
$527K -$60.9K -542 -10%
GeoWealth Management
795
GeoWealth Management
Illinois
$527K -$8.54K -76 -2%
JWM
796
Jeppson Wealth Management
California
$527K – – –
Savant Capital
797
Savant Capital
Illinois
$526K +$526K +4,682 New
AO
798
Advisor OS
Illinois
$525K +$73.2K +652 +16%
RTC
799
Riverview Trust Company
Washington
$523K – – –
Choate Investment Advisors
800
Choate Investment Advisors
Massachusetts
$521K -$12.9K -115 -2%