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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
801
First PREMIER Bank
South Dakota
$667K – – –
MHIC
802
Marble Harbor Investment Counsel
Massachusetts
$666K – – –
ACP
803
Ashfield Capital Partners
California
$662K – – –
BAM
804
Belpointe Asset Management
Nevada
$661K +$83.6K +681 +16%
WC
805
Woodstock Corp
Massachusetts
$659K -$307K -2,502 -34%
CIAS
806
Capital Investment Advisory Services
North Carolina
$656K +$95.3K +776 +19%
KCM
807
KRS Capital Management
Michigan
$654K +$5.65K +46 +1%
MA
808
Montag & Associates
Georgia
$641K -$163K -1,325 -22%
CA
809
Clearstead Advisors
Ohio
$636K +$246 +2 +0%
CIA
810
Choate Investment Advisors
Massachusetts
$632K – – –
VVP
811
Venture Visionary Partners
Ohio
$630K -$33.3K -271 -6%
KWM
812
Kolinsky Wealth Management
New Jersey
$629K +$51.8K +422 +10%
MM
813
MQS Management
New York
$626K -$71.9K -586 -11%
IA
814
Insight Advisors
Pennsylvania
$625K +$157K +1,282 +39%
VFIC
815
Valley Forge Investment Consultants
Pennsylvania
$622K +$560K +4,560 New
EAM
816
Empirical Asset Management
Massachusetts
$620K -$12.5K -102 -2%
JWM
817
Jeppson Wealth Management
California
$619K -$12.3K -100 -2%
JWCA
818
J.W. Cole Advisors
Florida
$619K +$70.6K +575 +15%
WAM
819
Werlinich Asset Management
Connecticut
$614K – – –
NFC
820
Northeast Financial Consultants
Connecticut
$613K +$183K +1,491 +50%
FMLI
821
Fukoku Mutual Life Insurance
Japan
$609K -$36.8K -300 -6%
PB
822
Pinnacle Bancorp
Nebraska
$605K -$6.14K -50 -1%
FRM
823
Fox Run Management
Connecticut
$605K +$544K +4,434 New
PCP
824
Proficio Capital Partners
Massachusetts
$604K +$164K +1,338 +43%
CCM
825
Carderock Capital Management
Maryland
$601K -$42.5K -346 -7%
31 32
33
34 35