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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
MC
826
Middleton & Co
Massachusetts
$863K
JCM
827
Jacobi Capital Management
Pennsylvania
$859K -$85.5K -568 -9%
BTC
828
Bank & Trust Company
Illinois
$856K
VSQM
829
V-Square Quantitative Management
Illinois
$855K -$131K -872 -13%
PDM
830
Penn Davis McFarland
Texas
$855K
SWM
831
Segment Wealth Management
Texas
$855K -$118K -784 -12%
AAIS
832
ABN AMRO Investment Solutions
$847K
VCM
833
Voleon Capital Management
California
$846K +$876K +5,818 New
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$845K -$15.4K -102 -2%
GWM
835
Geneos Wealth Management
Colorado
$845K +$451K +2,994 +106%
SHFA
836
SC&H Financial Advisors
Maryland
$844K -$15.1K -100 -2%
BAM
837
Blueshift Asset Management
New Jersey
$843K +$872K +5,794 New
CIEC
838
Crédit Industriel et Commercial
France
$842K +$434K +2,880 +99%
BOJHT
839
Bank of Jackson Hole Trust
Wyoming
$838K +$92.9K +617 +12%
BBA
840
Baader Bank Aktiengesellschaft
Germany
$837K -$78.6K -522 -8%
MWM
841
Modera Wealth Management
New Jersey
$836K
MGIA
842
Moneta Group Investment Advisors
Missouri
$835K +$32.5K +216 +4%
FWM
843
Forza Wealth Management
Florida
$834K
BHBT
844
Burke & Herbert Bank & Trust
Virginia
$833K
RWP
845
RWA Wealth Partners
Massachusetts
$832K -$39.3K -261 -4%
OAM
846
Ostrum Asset Management
France
$831K -$24.7K -164 -3%
HFA
847
High Falls Advisors
New York
$827K -$160K -1,062 -16%
SWA
848
Stratos Wealth Advisors
Ohio
$824K -$56.3K -374 -6%
HAG
849
HighPoint Advisor Group
Illinois
$822K -$14.3K -95 -2%
CTA
850
Chesley Taft & Associates
Illinois
$822K