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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
851
Werlinich Asset Management
Connecticut
$621K
TCOTS
852
Trust Company of the South
North Carolina
$617K
CG
853
Clifford Group
Massachusetts
$617K -$2.79K -22 -0.5%
ONB
854
Old National Bancorp
Indiana
$617K -$130K -1,027 -18%
SPC
855
Spirepoint Private Client
Florida
$616K -$254 -2 -0%
CUAMC
856
China Universal Asset Management Company
China
$612K +$305K +2,399 +111%
VFIC
857
Valley Forge Investment Consultants
Pennsylvania
$612K
RFN
858
RDA Financial Network
Iowa
$611K +$165K +1,299 +40%
TW
859
TrinityPoint Wealth
Connecticut
$609K -$65.4K -515 -10%
BJL
860
Brighton Jones LLC
Washington
$607K -$77.7K -612 -12%
GWP
861
Gen-Wealth Partners
Michigan
$606K +$156K +1,231 +40%
DA
862
Drake & Associates
Wisconsin
$604K +$70.5K +555 +14%
SWM
863
Segment Wealth Management
Texas
$603K
GI
864
GAMMA Investing
California
$603K +$99.4K +783 +21%
KIM
865
Kestra Investment Management
Texas
$600K +$568K +4,473 New
HWMG
866
Hurlow Wealth Management Group
Indiana
$598K
ST
867
Spinnaker Trust
Maine
$598K
MM
868
MQS Management
New York
$598K +$566K +4,454 New
KCM
869
KRS Capital Management
Michigan
$597K -$13.3K -105 -2%
KWA
870
Kingswood Wealth Advisors
California
$597K -$229K -1,800 -29%
PB
871
Pinnacle Bancorp
Nebraska
$594K
WIA
872
World Investment Advisors
California
$593K +$561K +4,421 New
WTC
873
WhitTier Trust Company
Nevada
$592K +$14.7K +116 +3%
HTC
874
Haverford Trust Company
Pennsylvania
$589K -$16.6K -131 -3%
MA
875
Montag & Associates
Georgia
$587K