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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BMO
826
Beck Mack & Oliver
New York
$528K +$172K +1,737 +43%
FWM
827
Forza Wealth Management
Florida
$528K
BHBT
828
Burke & Herbert Bank & Trust
Virginia
$526K
GWM
829
Geneos Wealth Management
Colorado
$525K -$26.2K -265 -4%
KFA
830
Krane Funds Advisors
New York
$525K +$203K +2,056 +56%
MO
831
McMillan Office
Michigan
$524K
JWM
832
Jeppson Wealth Management
California
$524K +$204K +2,065 +57%
KCIC
833
Kuhn & Co Investment Counsel
Illinois
$522K +$8.51K +86 +2%
Capstone Investment Advisors
834
Capstone Investment Advisors
New York
$521K -$505K -5,101 -47%
SPC
835
Sigma Planning Corp
Michigan
$521K -$188K -1,896 -25%
SWM
836
Segment Wealth Management
Texas
$520K +$2.77K +28 +0.5%
AFP
837
Ausdal Financial Partners
Iowa
$519K +$25.3K +256 +5%
HCM
838
Hall Capital Management
Rhode Island
$519K -$113K -1,140 -17%
PTC
839
Private Trust Company
Ohio
$513K +$50K +505 +10%
MWM
840
Modera Wealth Management
New Jersey
$513K -$26.7K -270 -5%
HAM
841
Harmony Asset Management
Arizona
$512K -$114K -1,155 -17%
TGIA
842
Torrey Growth & Income Advisors
California
$512K
KTC
843
Kentucky Trust Company
Kentucky
$510K -$52.4K -530 -9%
SAM
844
Seelaus Asset Management
New Jersey
$503K +$10.6K +107 +2%
LFS
845
Lighthouse Financial Services
California
$502K -$3.07K -31 -0.5%
FNB
846
Farmers National Bank
Kentucky
$501K +$538K +5,441 New
CTA
847
Chesley Taft & Associates
Illinois
$501K -$21.3K -215 -4%
CAM
848
Covenant Asset Management
New Jersey
$500K -$8.01K -81 -1%
SW
849
SVB Wealth
Massachusetts
$494K +$14.3K +145 +3%
TG
850
TCW Group
California
$493K +$25.6K +259 +5%