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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
851
Kolinsky Wealth Management
New Jersey
$515K -$11.2K -89 -2%
WAM
852
Werlinich Asset Management
Connecticut
$512K – – –
DMBA
853
Deseret Mutual Benefit Administrators
Utah
$512K +$30.4K +242 +6%
ACM
854
Advisors Capital Management
New Jersey
$506K +$67.8K +540 +14%
FBC
855
Fairfield, Bush & Co
Connecticut
$503K +$308K +2,450 +124%
KCM
856
Kanawha Capital Management
Virginia
$501K – – –
RZH
857
Relyea Zuckerberg Hanson
Connecticut
$501K +$16K +127 +3%
JWM
858
Jeppson Wealth Management
California
$500K -$18.8K -150 -3%
T
859
TRUADVICE
Florida
$497K – – –
STA
860
Summit Trail Advisors
New York
$493K -$179K -1,425 -25%
PB
861
Pinnacle Bancorp
Nebraska
$493K -$12.6K -100 -2%
IFS
862
Ifrah Financial Services
Arkansas
$493K -$6.15K -49 -1%
WI
863
Wintrust Investments
Illinois
$493K +$343K +2,729 +171%
TW
864
Transform Wealth
Colorado
$492K -$77.2K -615 -12%
PGFC
865
Peapack-Gladstone Financial Corp
New Jersey
$491K +$377 +3 +0.1%
TA
866
TFG Advisers
Michigan
$490K +$3.01K +24 +0.6%
JF
867
Jump Financial
Illinois
$490K +$203K +1,613 +60%
SIM
868
Studio Investment Management
Illinois
$489K +$74.9K +596 +16%
RCA
869
Roberts Capital Advisors
Colorado
$486K – – –
GRP
870
Global Retirement Partners
California
$481K -$1K -8 -0.2%
CPA
871
Court Place Advisors
Maryland
$481K – – –
PAS
872
Professional Advisory Services
Florida
$479K -$24.5K -195 -4%
SS
873
Simplicity Solutions
Minnesota
$479K +$92.4K +736 +21%
MA
874
Montag & Associates
Georgia
$478K -$62.8K -500 -11%
RTC
875
Riverview Trust Company
Washington
$477K – – –
33 34
35
36 37