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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
801
Marino Stram & Associates
Massachusetts
$951K +$1.35K +9 +0.1%
GT
802
Greenleaf Trust
Michigan
$948K -$94.2K -626 -9%
RFG
803
Range Financial Group
Oregon
$947K +$48.9K +325 +5%
BFA
804
Beacon Financial Advisory
Ohio
$947K +$3.46K +23 +0.4%
GWMR
805
GC Wealth Management RIA
Massachusetts
$936K +$969K +6,436 New
JC
806
JBGlobal.com
New York
$936K +$753 +5 +0.1%
EAM
807
Eventide Asset Management
Massachusetts
$933K +$442K +2,934 +83%
SBF
808
Sara-Bay Financial
Florida
$928K -$18.4K -122 -2%
AUB
809
Atlantic Union Bankshares
Virginia
$925K +$241K +1,601 +34%
MCP
810
Martin Capital Partners
Oregon
$922K +$597K +3,965 +167%
TFG
811
Taylor Financial Group
Virginia
$921K – – –
TFA
812
Transamerica Financial Advisors
Florida
$912K -$40.3K -268 -4%
EH
813
Equitable Holdings
New York
$905K -$28.5K -189 -3%
KIM
814
Kestra Investment Management
Texas
$897K +$93.6K +622 +11%
GIA
815
Guyasuta Investment Advisors
Pennsylvania
$896K – – –
BRWA
816
B. Riley Wealth Advisors
Florida
$887K +$918K +6,099 New
PWA
817
Provenance Wealth Advisors
Florida
$880K – – –
SIM
818
Studio Investment Management
Illinois
$880K -$34.9K -232 -4%
TCM
819
Tang Capital Management
California
$880K -$96.4K -640 -10%
TA
820
TCM Advisors
West Virginia
$879K – – –
MMPW
821
Mitchell McLeod Pugh & Williams
Alabama
$878K – – –
SQA
822
Simon Quick Advisors
New Jersey
$878K -$185K -1,231 -17%
LIM
823
Leavell Investment Management
Alabama
$868K +$53.9K +358 +6%
CFG
824
Citizens Financial Group
Rhode Island
$866K +$444K +2,949 +98%
JWM
825
Jacksonville Wealth Management
Florida
$863K +$2.71K +18 +0.3%
31 32
33
34 35