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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
851
Occudo Quantitative Strategies
Florida
$553K +$498K +4,053 New
KFS
852
Kelly Financial Services
Massachusetts
$551K – – –
SC
853
SouthState Corp
Florida
$549K -$41.9K -341 -8%
ZF
854
Zhang Financial
Michigan
$548K +$246K +2,007 +100%
WP
855
WealthSource Partners
California
$546K -$1.23K -10 -0.2%
AC
856
Aristides Capital
Kentucky
$546K – – –
BMO
857
Beck Mack & Oliver
New York
$546K – – –
CPSAC
858
Chas P. Smith & Associates (CPS)
Florida
$546K – – –
SP
859
Successful Portfolios
Florida
$544K -$7.24K -59 -1%
JF
860
JSF Financial
California
$543K +$53.3K +434 +12%
ABC
861
Associated Banc-Corp
Wisconsin
$541K -$10.7K -87 -2%
BIM
862
Bridges Investment Management
Nebraska
$541K – – –
QTM
863
qPULA Trading Management
New York
$538K +$193K +1,570 +66%
IMOV
864
Investment Management of Virginia
Virginia
$536K -$3.68K -30 -0.8%
MCWS
865
McKinley Carter Wealth Services
West Virginia
$534K -$8.35K -68 -2%
ACM
866
Advisors Capital Management
New Jersey
$533K -$199K -1,621 -29%
ESCM
867
Echo Street Capital Management
New York
$533K +$480K +3,908 New
CYG
868
Clean Yield Group
Vermont
$530K – – –
SIA
869
Schechter Investment Advisors
Michigan
$529K +$49.6K +404 +12%
GCMG
870
Gyroscope Capital Management Group
Florida
$527K +$474K +3,862 New
SOAMC
871
Spirit of America Management Corp
New York
$525K – – –
WANY
872
Wealthspire Advisors (New York)
New York
$524K -$333K -2,712 -41%
EI
873
Ellevest Inc
New York
$524K +$88.5K +721 +23%
FMWA
874
Forvis Mazars Wealth Advisors
Missouri
$521K +$469K +3,819 New
SWP
875
Summit Wealth Partners
Florida
$518K +$737 +6 +0.2%
33 34
35
36 37