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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
851
Compass Ion Advisors
Pennsylvania
$596K -$180K -1,484 -23%
WA1
852
Wimmer Associates 1
California
$591K – – –
EAM
853
EdenTree Asset Management
United Kingdom
$589K -$801K -6,600 -58%
FG
854
Fiduciary Group
Georgia
$588K -$4.49K -37 -0.8%
SRIM
855
Saratoga Research & Investment Management
California
$586K -$971 -8 -0.2%
TW
856
TrinityPoint Wealth
Connecticut
$584K +$69.3K +571 +14%
RIA
857
Realta Investment Advisors
Delaware
$581K -$41.8K -344 -7%
AF
858
Arrow Financial
New York
$580K -$502K -4,138 -47%
SPC
859
Spirepoint Private Client
Florida
$579K +$572K +4,713 New
MHIC
860
Marble Harbor Investment Counsel
Massachusetts
$579K – – –
PCP
861
Proficio Capital Partners
Massachusetts
$575K +$7.28K +60 +1%
CG
862
Clifford Group
Massachusetts
$571K +$54.3K +447 +11%
BJL
863
Brighton Jones LLC
Washington
$571K +$485 +4 +0.1%
RCM
864
Raleigh Capital Management
North Carolina
$568K -$67.2K -554 -11%
TCOTS
865
Trust Company of the South
North Carolina
$565K -$171K -1,411 -23%
KCM
866
KRS Capital Management
Michigan
$564K -$119K -978 -18%
WAM
867
Werlinich Asset Management
Connecticut
$562K +$9.1K +75 +2%
VFIC
868
Valley Forge Investment Consultants
Pennsylvania
$560K – – –
PTC
869
Private Trust Company
Ohio
$553K +$9.47K +78 +2%
SWM
870
Segment Wealth Management
Texas
$552K -$27.9K -230 -5%
MSCM
871
McElhenny Sheffield Capital Management
Texas
$551K -$10.6K -87 -2%
ST
872
Spinnaker Trust
Maine
$549K +$2.06K +17 +0.4%
CWM
873
Congress Wealth Management
Massachusetts
$549K +$26.5K +218 +5%
CG
874
Caprock Group
Idaho
$547K -$26.8K -221 -5%
MA
875
Montag & Associates
Georgia
$546K -$12.1K -100 -2%
33 34
35
36 37