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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
851
Security National Trust
West Virginia
$440K – – –
CYG
852
Clean Yield Group
Vermont
$437K – – –
DL
853
DOHJ LLC
Washington
$436K -$13.4K -119 -3%
SOAMC
854
Spirit of America Management Corp
New York
$433K – – –
TRUE Private Wealth Advisors
855
TRUE Private Wealth Advisors
Oregon
$427K -$11.8K -105 -3%
Toews Corporation
856
Toews Corporation
New Jersey
$427K +$427K +3,800 New
Tectonic Advisors
857
Tectonic Advisors
Texas
$426K +$109K +972 +35%
Summit Wealth Partners
858
Summit Wealth Partners
Florida
$426K +$674 +6 +0.2%
CMO
859
Covenant Multifamily Offices
Texas
$425K +$6.07K +54 +2%
DSC
860
Duncker Streett & Co
Missouri
$423K -$32.5K -289 -7%
PFS
861
Physicians Financial Services
North Carolina
$422K -$11K -98 -3%
IP
862
Investment Partners
Ohio
$421K +$1.68K +15 +0.4%
Apollon Wealth Management
863
Apollon Wealth Management
South Carolina
$420K +$102K +904 +32%
Penobscot Investment Management
864
Penobscot Investment Management
Massachusetts
$419K – – –
New England Asset Management
865
New England Asset Management
Connecticut
$417K +$255K +2,269 +158%
Ameritas Investment Company
866
Ameritas Investment Company
Nebraska
$416K +$218K +1,937 +110%
COF
867
Capital One Financial
Virginia
$413K – – –
Opus Capital Group
868
Opus Capital Group
Ohio
$412K -$312K -2,781 -43%
EWM
869
EPG Wealth Management
Georgia
$412K +$23.4K +208 +6%
Conning Inc
870
Conning Inc
Connecticut
$408K -$46.1M -410,417 -99%
IFP Advisors
871
IFP Advisors
Florida
$408K -$17.6K -157 -4%
Avantax Planning Partners
872
Avantax Planning Partners
Iowa
$408K -$3.93K -35 -1%
Smithbridge Asset Management
873
Smithbridge Asset Management
Pennsylvania
$405K – – –
CGL
874
Clarius Group LLC
Washington
$405K +$20.3K +181 +5%
Fisher Asset Management
875
Fisher Asset Management
Washington
$402K +$126K +1,126 +46%