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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
826
Luther King Capital Management (LKCM)
Texas
$566K -$61.2K -647 -10%
FWM
827
Forza Wealth Management
Florida
$564K
BHBT
828
Burke & Herbert Bank & Trust
Virginia
$561K
MO
829
McMillan Office
Michigan
$559K
KCIC
830
Kuhn & Co Investment Counsel
Illinois
$558K +$662 +7 +0.1%
AFP
831
Ausdal Financial Partners
Iowa
$554K -$568 -6 -0.1%
SWM
832
Segment Wealth Management
Texas
$552K -$2.65K -28 -0.5%
SIP
833
Stoneridge Investment Partners
Pennsylvania
$552K +$447K +4,725 New
IFU
834
iSAM Funds (UK)
United Kingdom
$551K -$889K -9,392 -63%
AUB
835
Atlantic Union Bankshares
Virginia
$549K -$114K -1,202 -18%
IPW
836
Impact Partnership Wealth
Georgia
$548K +$187K +1,972 +55%
HAM
837
Harmony Asset Management
Arizona
$546K -$1.42K -15 -0.3%
IAA
838
Independent Advisor Alliance
North Carolina
$545K -$23.6K -249 -4%
MWM
839
Maridea Wealth Management
New York
$545K +$191K +2,017 +57%
KTC
840
Kentucky Trust Company
Kentucky
$545K +$473 +5 +0.1%
BC
841
Broadwater Capital
Massachusetts
$540K
CIA
842
Caerus Investment Advisors
Texas
$539K +$203K +2,148 +64%
CTA
843
Chesley Taft & Associates
Illinois
$536K +$1.32K +14 +0.3%
TG
844
TCW Group
California
$536K +$8.99K +95 +2%
TGIA
845
Torrey Growth & Income Advisors
California
$533K -$9.65K -102 -2%
CWM
846
Cornerstone Wealth Management
Missouri
$533K +$28.6K +302 +6%
TE
847
Tema ETFs
New York
$531K +$41.2K +435 +9%
VA
848
VestGen Advisors
Illinois
$525K +$101K +1,066 +25%
MC
849
Middleton & Co
Massachusetts
$525K
NA
850
Nottingham Advisors
New York
$523K +$18.1K +191 +4%