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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$452K -$53.3K -600 -11%
HVM
802
Harvest Volatility Management
Connecticut
$450K +$429K +4,826 New
MSRPS
803
Maryland State Retirement & Pension System
Maryland
$449K +$462K +5,200 New
BRA
804
Bender Robert & Associates
California
$447K
BSW
805
Buckingham Strategic Wealth
Missouri
$446K -$92.5K -1,042 -18%
BHWM
806
Bar Harbor Wealth Management
New Hampshire
$443K
CCA
807
Checchi Capital Advisers
California
$440K +$13.6K +153 +3%
JWM
808
Jeppson Wealth Management
California
$439K -$1.07K -12 -0.3%
ACP
809
Ashfield Capital Partners
California
$439K
BCM
810
Buckhead Capital Management
Georgia
$434K -$25.8K -290 -6%
CFD
811
Creative Financial Designs
Indiana
$433K +$59.8K +674 +17%
MSA
812
Marino Stram & Associates
Massachusetts
$432K +$39K +439 +10%
KPW
813
Kore Private Wealth
New York
$430K +$31.6K +356 +8%
EMG
814
ETF Managers Group
New Jersey
$429K +$53.5K +602 +15%
CHA
815
Cooper/Haims Advisors
New York
$428K +$82.8K +933 +25%
CTA
816
Chesley Taft & Associates
Illinois
$427K
SWM
817
Salvus Wealth Management
New Jersey
$426K +$411K +4,630 New
CA
818
Calton & Associates
Florida
$421K -$13.3K -150 -3%
TA
819
TFG Advisers
Michigan
$421K -$4.88K -55 -1%
CA
820
Claro Advisors
Massachusetts
$420K -$9.5K -107 -2%
CPSAC
821
Chas P. Smith & Associates (CPS)
Florida
$419K -$8.88K -100 -2%
TNAM
822
Terra Nova Asset Management
New York
$415K +$395K +4,453 New
BEI
823
Benjamin Edwards Inc
Missouri
$414K -$113K -1,274 -22%
PFM
824
Parsec Financial Management
North Carolina
$413K -$31.3K -352 -7%
PJSIMP
825
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411K