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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
851
P.J. Schmidt Investment Management (PJS)
Wisconsin
$528K
KWM
852
Kolinsky Wealth Management
New Jersey
$528K +$14.2K +121 +3%
VFIC
853
Valley Forge Investment Consultants
Pennsylvania
$527K
IBOK
854
Independence Bank of Kentucky
Kentucky
$526K +$1.05K +9 +0.2%
Verition Fund Management
855
Verition Fund Management
Connecticut
$521K -$207K -1,765 -28%
WAM
856
Werlinich Asset Management
Connecticut
$520K
NFP
857
NorthLanding Financial Partners
New York
$517K +$1.99K +17 +0.4%
ECA
858
Elevated Capital Advisors
Utah
$513K +$520K +4,440 New
GP
859
Girard Partners
Pennsylvania
$513K +$14.7K +126 +3%
VVP
860
Venture Visionary Partners
Ohio
$511K +$117 +1 +0%
KCM
861
Kanawha Capital Management
Virginia
$509K
MCWS
862
McKinley Carter Wealth Services
West Virginia
$507K +$56.1K +479 +12%
EP
863
Edgestream Partners
New Jersey
$506K +$513K +4,382 New
RZH
864
Relyea Zuckerberg Hanson
Connecticut
$505K -$26.4K -226 -5%
JWM
865
Jeppson Wealth Management
California
$499K -$8.78K -75 -2%
PB
866
Pinnacle Bancorp
Nebraska
$495K -$5.27K -45 -1%
RBC
867
Romano Brothers & Co
Illinois
$494K +$7.02K +60 +1%
CPA
868
Court Place Advisors
Maryland
$491K +$3.28K +28 +0.7%
PAS
869
Professional Advisory Services
Florida
$486K
HPC
870
HM Payson & Co
Maine
$486K
MA
871
Montag & Associates
Georgia
$485K
IFS
872
Ifrah Financial Services
Arkansas
$485K -$14.4K -123 -3%
P
873
Pitcairn
Pennsylvania
$484K -$563K -4,811 -53%
MOS
874
MGO One Seven
Ohio
$483K -$12.3K -105 -2%
MWM
875
Meridian Wealth Management
Kentucky
$481K +$487K +4,164 New