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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
801
Kentucky Trust Company
Kentucky
$680K -$78.1K -667 -10%
PWA
802
Provenance Wealth Advisors
Florida
$679K – – –
JC
803
JBGlobal.com
New York
$675K -$27.7K -237 -4%
ECA
804
Elevated Capital Advisors
Utah
$672K -$62K -530 -8%
GWM
805
Geneos Wealth Management
Colorado
$670K -$25.3K -216 -3%
JIC
806
Johnson Investment Counsel
Ohio
$662K -$41.1K -351 -6%
SC
807
SouthState Corp
Florida
$660K -$142K -1,214 -17%
BTC
808
Bank & Trust Company
Illinois
$660K – – –
PDM
809
Penn Davis McFarland
Texas
$660K – – –
OCBCO
810
Oversea-Chinese Banking Corp (OCBC)
Singapore
$659K +$687K +5,871 New
HIP
811
HUB Investment Partners
Texas
$658K +$129K +1,099 +23%
NDBT
812
North Dallas Bank & Trust
Texas
$658K +$686K +5,865 New
MWM
813
Modera Wealth Management
New Jersey
$655K +$10.1K +86 +1%
GT
814
Greenleaf Trust
Michigan
$654K +$11.1K +95 +2%
GIP
815
Granite Investment Partners
California
$653K -$82.6K -706 -11%
FMII
816
Farmers & Merchants Investments Inc
Nebraska
$652K +$585 +5 +0.1%
SHFA
817
SC&H Financial Advisors
Maryland
$651K – – –
CFA
818
CWS Financial Advisors
Michigan
$650K +$136K +1,163 +25%
IPAM
819
ICICI Prudential Asset Management
India
$648K +$29.6K +253 +5%
FWM
820
Forza Wealth Management
Florida
$643K – – –
CSP
821
Cary Street Partners
Virginia
$641K -$236K -2,020 -26%
FMWA
822
Forvis Mazars Wealth Advisors
Missouri
$641K +$31K +265 +5%
BHBT
823
Burke & Herbert Bank & Trust
Virginia
$640K -$2.34K -20 -0.3%
FCM
824
Fourpath Capital Management
Oklahoma
$640K +$668K +5,704 New
MO
825
McMillan Office
Michigan
$638K +$666K +5,687 New
31 32
33
34 35