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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
801
Atomi Financial Group
New York
$600K +$245K +2,586 +74%
BI
802
Berkeley Inc
Idaho
$598K -$278K -2,942 -33%
CSP
803
Cary Street Partners
Virginia
$595K +$12.5K +132 +2%
PWA
804
Provenance Wealth Advisors
Florida
$595K – – –
PE
805
PCM Encore
Colorado
$595K +$66.5K +703 +13%
MMPW
806
Mitchell McLeod Pugh & Williams
Alabama
$594K – – –
KFA
807
Krane Funds Advisors
New York
$594K +$29.2K +309 +5%
NB
808
NBH Bank
Colorado
$593K +$571K +6,034 New
HIA
809
Harbor Investment Advisory
Maryland
$592K -$14.7K -155 -3%
MPPLM
810
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$591K -$1.57M -16,570 -73%
CBT
811
Crews Bank & Trust
Florida
$587K -$33.1K -350 -6%
LFS
812
Lighthouse Financial Services
California
$586K +$6.06K +64 +1%
CFP
813
Catalyst Financial Partners
Massachusetts
$584K +$243K +2,569 +76%
IPAM
814
ICICI Prudential Asset Management
India
$583K -$2.18K -23 -0.4%
LIM
815
Leavell Investment Management
Alabama
$582K -$50.2K -530 -8%
GWMR
816
GC Wealth Management RIA
Massachusetts
$579K -$75.9K -802 -12%
BTC
817
Bank & Trust Company
Illinois
$579K – – –
PDM
818
Penn Davis McFarland
Texas
$578K – – –
GWM
819
Geneos Wealth Management
Colorado
$576K +$14.1K +149 +3%
AA
820
Armis Advisers
Georgia
$575K +$8.14K +86 +2%
JC
821
JBGlobal.com
New York
$572K -$19.6K -207 -3%
SHFA
822
SC&H Financial Advisors
Maryland
$570K -$7.1K -75 -1%
SL
823
Summitry LLC
California
$570K +$270K +2,853 +97%
AC
824
Aristides Capital
Kentucky
$567K +$40.7K +430 +8%
AHL
825
Abel Hall LLC
Louisiana
$567K +$546K +5,765 New
31 32
33
34 35