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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
776
Bard Financial Services
Connecticut
$910K
OAM
777
Oppenheimer Asset Management
New York
$909K +$10.7K +77 +1%
ACG
778
Allen Capital Group
Nebraska
$903K +$4.16K +30 +0.4%
SC
779
SouthState Corp
Florida
$900K -$134K -963 -12%
HCM
780
Hall Capital Management
Rhode Island
$898K -$6.94K -50 -0.7%
AUB
781
Atlantic Union Bankshares
Virginia
$897K +$99.6K +718 +11%
TIAA Trust, National Association
782
TIAA Trust, National Association
North Carolina
$891K -$31.1K -224 -3%
S
783
SignatureFD
Georgia
$891K -$316K -2,278 -24%
GI
784
GAMMA Investing
California
$886K -$253K -1,827 -21%
MOS
785
MGO One Seven
Ohio
$886K -$369K -2,659 -28%
EAM
786
Empirical Asset Management
Massachusetts
$883K +$22.3K +161 +2%
SWA
787
SFMG Wealth Advisors
Texas
$882K
BJL
788
Brighton Jones LLC
Washington
$879K -$2.5K -18 -0.3%
UWP
789
Uniting Wealth Partners
Kansas
$876K +$959K +6,913 New
MP
790
Moment Partners
California
$876K +$13.6K +98 +1%
FAN
791
Financial Advisors Network
California
$875K -$98.6K -711 -9%
SWP
792
Sagespring Wealth Partners
Tennessee
$875K -$228K -1,640 -19%
QI
793
Qtron Investments
Massachusetts
$867K +$428K +3,082 +82%
GIP
794
Greatmark Investment Partners
Georgia
$859K
EH
795
Equitable Holdings
New York
$858K +$76.4K +551 +9%
KTC
796
Kentucky Trust Company
Kentucky
$853K -$30.9K -223 -3%
CSI
797
Cross Staff Investments
New York
$852K +$139 +1 +0%
PCM
798
Prelude Capital Management
New York
$844K +$924K +6,660 New
CSIC
799
Clifford Swan Investment Counsel
California
$837K
FTWA
800
Fifth Third Wealth Advisors
Ohio
$832K -$3.61K -26 -0.4%