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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
876
Clean Yield Group
Vermont
$530K – – –
HWIS
877
Hancock Whitney Investment Services
Louisiana
$530K +$483K +3,905 New
EWM
878
EPG Wealth Management
Georgia
$528K +$25.8K +209 +6%
SIM
879
Studio Investment Management
Illinois
$527K -$135K -1,089 -22%
SOAMC
880
Spirit of America Management Corp
New York
$526K – – –
WI
881
Wahed Invest
New York
$526K +$477K +3,856 New
BAM
882
Berkshire Asset Management
Pennsylvania
$519K -$49.7K -402 -10%
SWP
883
Summit Wealth Partners
Florida
$517K +$618 +5 +0.1%
WBG
884
Wharton Business Group
Pennsylvania
$515K +$467K +3,774 New
DSC
885
Duncker Streett & Co
Missouri
$514K +$1.24K +10 +0.3%
MGIA
886
Moneta Group Investment Advisors
Missouri
$514K +$35.7K +289 +8%
PFS
887
Physicians Financial Services
North Carolina
$512K – – –
CGL
888
Clarius Group LLC
Washington
$511K +$18.4K +149 +4%
ED
889
Exane Derivatives
France
$510K +$400K +3,239 +648%
JF
890
Jump Financial
Illinois
$508K +$461K +3,726 New
AAS
891
Ameritas Advisory Services
Nebraska
$504K +$456K +3,691 New
RZH
892
Relyea Zuckerberg Hanson
Connecticut
$503K +$19.5K +158 +4%
PIM
893
Penobscot Investment Management
Massachusetts
$501K -$7.42K -60 -2%
COF
894
Capital One Financial
Virginia
$501K +$124 +1 +0%
OCG
895
Opus Capital Group
Ohio
$500K – – –
LIM
896
Leavell Investment Management
Alabama
$498K +$40.2K +325 +10%
GJIC
897
Gamble Jones Investment Counsel
California
$496K +$13.6K +110 +3%
MA
898
MJP Associates
Connecticut
$496K +$22.9K +185 +5%
APP
899
Avantax Planning Partners
Iowa
$495K – – –
CAM
900
Close Asset Management
United Kingdom
$491K -$581K -4,700 -57%
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36
37 38