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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
826
West Paces Advisors
Georgia
$531K -$15.2K -139 -3%
WA1
827
Wimmer Associates 1
California
$530K – – –
RIA
828
Realta Investment Advisors
Delaware
$529K -$91.2K -834 -15%
CG
829
Clifford Group
Massachusetts
$528K +$104K +954 +25%
KWM
830
Kolinsky Wealth Management
New Jersey
$527K +$25.2K +230 +5%
JWCA
831
J.W. Cole Advisors
Florida
$524K +$7.66K +70 +2%
AAM
832
Aureus Asset Management
Massachusetts
$524K – – –
EB
833
Eastern Bank
Massachusetts
$524K -$1.18M -10,813 -70%
DWT
834
Dorsey & Whitney Trust
South Dakota
$523K -$27.9K -255 -5%
EAM
835
Empirical Asset Management
Massachusetts
$520K +$110K +1,010 +28%
FNC
836
First National Corp
Massachusetts
$519K -$7K -64 -1%
MHIC
837
Marble Harbor Investment Counsel
Massachusetts
$518K – – –
TNAM
838
Terra Nova Asset Management
New York
$516K -$161K -1,468 -24%
TAM
839
Tocqueville Asset Management
New York
$516K -$62.8K -574 -11%
SWP
840
Summit Wealth Partners
Florida
$516K – – –
CGL
841
Clarius Group LLC
Washington
$515K +$35K +320 +7%
WI
842
Wahed Invest
New York
$515K +$53.9K +493 +12%
WAM
843
Werlinich Asset Management
Connecticut
$509K – – –
CCM
844
Coldstream Capital Management
Washington
$505K -$31.9K -292 -6%
PI
845
PFG Investments
New York
$504K +$13.3K +122 +3%
RBC
846
Romano Brothers & Co
Illinois
$504K +$24.6K +225 +5%
KFA
847
Krane Funds Advisors
New York
$501K +$490K +4,477 New
PCP
848
Proficio Capital Partners
Massachusetts
$500K -$3.72K -34 -0.8%
KFS
849
Kelly Financial Services
Massachusetts
$499K +$33.2K +304 +7%
PB
850
Pinnacle Bancorp
Nebraska
$499K +$18.9K +173 +4%
32 33
34
35 36