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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
801
Twin Tree Management
Texas
$520K +$281K +2,501 +118%
Fukoku Mutual Life Insurance
802
Fukoku Mutual Life Insurance
Japan
$518K +$79.8K +710 +18%
Quilter Plc
803
Quilter Plc
United Kingdom
$517K -$86.5K -770 -14%
KPW
804
Kore Private Wealth
New York
$515K +$26K +231 +5%
Checchi Capital Advisers
805
Checchi Capital Advisers
California
$513K -$49.7K -442 -9%
Benjamin Edwards Inc
806
Benjamin Edwards Inc
Missouri
$513K +$38.9K +346 +8%
Nottingham Advisors
807
Nottingham Advisors
New York
$510K +$509K +4,535 New
Biltmore Family Office
808
Biltmore Family Office
North Carolina
$507K – – –
WAM
809
Werlinich Asset Management
Connecticut
$506K -$42.1K -375 -8%
PB
810
Pinnacle Bancorp
Nebraska
$504K – – –
Laurel Wealth Advisors (California)
811
Laurel Wealth Advisors (California)
California
$503K -$20.6K -183 -4%
Sunbelt Securities
812
Sunbelt Securities
Texas
$498K – – –
Kanawha Capital Management
813
Kanawha Capital Management
Virginia
$495K – – –
Meeder Asset Management
814
Meeder Asset Management
Ohio
$491K +$55.4K +493 +13%
Belpointe Asset Management
815
Belpointe Asset Management
Nevada
$489K +$182K +1,623 +60%
TA
816
TFG Advisers
Michigan
$480K +$1.8K +16 +0.4%
Segment Wealth Management
817
Segment Wealth Management
Texas
$479K – – –
Vontobel Holding
818
Vontobel Holding
Switzerland
$478K +$80.5K +717 +20%
BI
819
Berkeley Inc
Idaho
$478K +$674 +6 +0.1%
T
820
TRUADVICE
Florida
$477K -$26.1K -232 -6%
CPA
821
Court Place Advisors
Maryland
$475K -$48K -427 -9%
Professional Advisory Services
822
Professional Advisory Services
Florida
$473K +$10.7K +95 +2%
Calton & Associates
823
Calton & Associates
Florida
$472K -$57K -507 -11%
Cullen/Frost Bankers
824
Cullen/Frost Bankers
Texas
$472K -$21.8K -194 -4%
Berkshire Asset Management
825
Berkshire Asset Management
Pennsylvania
$472K -$14.7K -131 -3%