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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
851
Relative Value Partners Group
$537K -$237 -2 -0%
IAS
852
Insigneo Advisory Services
Florida
$536K +$199K +1,678 +59%
PWM
853
Palumbo Wealth Management
New York
$535K +$57K +481 +12%
FNC
854
First National Corp
Massachusetts
$532K – – –
FBC
855
Fairfield, Bush & Co
Connecticut
$532K -$184K -1,550 -26%
ST
856
Spinnaker Trust
Maine
$531K – – –
MYLI
857
Meiji Yasuda Life Insurance
Japan
$529K +$526K +4,440 New
HTC
858
Haverford Trust Company
Pennsylvania
$528K -$60.9K -514 -10%
JCFM
859
JBR Co Financial Management
Oklahoma
$527K +$524K +4,424 New
PB
860
Pinnacle Bancorp
Nebraska
$527K -$4.15K -35 -0.8%
PTC
861
Private Trust Company
Ohio
$527K -$99.2K -837 -16%
SWP
862
Summit Wealth Partners
Florida
$523K -$25.7K -217 -5%
TTWM
863
TCV Trust & Wealth Management
Virginia
$517K – – –
FNA
864
First National Advisers
Nebraska
$516K +$150K +1,263 +41%
TNAM
865
Terra Nova Asset Management
New York
$513K -$36.3K -306 -7%
TAM
866
Tocqueville Asset Management
New York
$513K – – –
PFS
867
Physicians Financial Services
North Carolina
$512K +$17.8K +150 +4%
CWM
868
Congress Wealth Management
Massachusetts
$507K +$504K +4,254 New
SF
869
Summit Financial
New Jersey
$507K -$22.3K -188 -4%
EB
870
Eastern Bank
Massachusetts
$506K -$48.8K -412 -9%
WPA
871
West Paces Advisors
Georgia
$505K -$22.9K -193 -4%
FMWA
872
Forvis Mazars Wealth Advisors
Missouri
$504K – – –
KCM
873
Kanawha Capital Management
Virginia
$504K -$2.37K -20 -0.5%
PIM
874
Penobscot Investment Management
Massachusetts
$501K – – –
CPA
875
Court Place Advisors
Maryland
$501K -$2.37K -20 -0.5%
33 34
35
36 37