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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
851
Summit Financial
New Jersey
$512K +$2.65K +22 +0.5%
CFP
852
Catalyst Financial Partners
Massachusetts
$512K +$26.8K +222 +5%
WPA
853
West Paces Advisors
Georgia
$511K -$38.6K -320 -7%
RA
854
Rise Advisors
New York
$509K -$219K -1,820 -29%
KFS
855
Kelly Financial Services
Massachusetts
$508K -$7.11K -59 -1%
TPWA
856
TRUE Private Wealth Advisors
Oregon
$504K +$48.3K +401 +10%
TTWM
857
TCV Trust & Wealth Management
Virginia
$500K +$31.1K +258 +6%
HI
858
Horizon Investments
North Carolina
$500K +$7.47K +62 +1%
KIA
859
KLR Investment Advisors
Rhode Island
$497K -$50.6K -420 -9%
ETC
860
Exchange Traded Concepts
Oklahoma
$497K -$55.7K -462 -10%
TAM
861
Tocqueville Asset Management
New York
$496K -$36.9K -306 -7%
KFA
862
Krane Funds Advisors
New York
$492K -$25.3K -210 -5%
AIA
863
Alera Investment Advisors
Illinois
$492K +$131K +1,091 +34%
IBOK
864
Independence Bank of Kentucky
Kentucky
$491K -$5.42K -45 -1%
KCM
865
Kanawha Capital Management
Virginia
$490K – – –
FMWA
866
Forvis Mazars Wealth Advisors
Missouri
$488K +$18.8K +156 +4%
CPA
867
Court Place Advisors
Maryland
$488K -$2.41K -20 -0.5%
PIM
868
Penobscot Investment Management
Massachusetts
$486K +$102K +850 +25%
MA
869
Montag & Associates
Georgia
$484K – – –
ECM
870
Evergreen Capital Management
Washington
$484K +$3.62K +30 +0.7%
CG
871
Clifford Group
Massachusetts
$483K -$63.8K -529 -11%
RZH
872
Relyea Zuckerberg Hanson
Connecticut
$481K +$1.57K +13 +0.3%
PFS
873
Physicians Financial Services
North Carolina
$479K – – –
CIAS
874
Capital Investment Advisory Services
North Carolina
$479K -$26.9K -223 -5%
WC
875
Woodstock Corp
Massachusetts
$478K – – –
33 34
35
36 37