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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Mission Wealth Management
California
$476K +$2.76K +22 +0.5%
PHIC
877
Pine Haven Investment Counsel
Massachusetts
$474K +$126 +1 +0%
O
878
Ossiam
France
$474K +$468K +3,728 +853%
BAM
879
Belpointe Asset Management
Nevada
$473K -$85.5K -681 -14%
EWM
880
EPG Wealth Management
Georgia
$473K +$521K +4,152 New
AFP
881
Ausdal Financial Partners
Iowa
$471K -$1.13K -9 -0.2%
CI
882
Cigna Investments
Connecticut
$470K -$197K -1,566 -27%
JWM
883
Jackson Wealth Management
Florida
$468K -$1.07M -8,505 -67%
JWCA
884
J.W. Cole Advisors
Florida
$467K -$54.5K -434 -10%
PMG
885
ProVise Management Group
Florida
$463K – – –
BI
886
Berkeley Inc
Idaho
$463K +$879 +7 +0.2%
EAM
887
Empirical Asset Management
Massachusetts
$461K -$61.8K -492 -11%
KFS
888
Kelly Financial Services
Massachusetts
$459K – – –
KFA
889
Krane Funds Advisors
New York
$459K -$376K -2,990 -43%
SWM
890
Segment Wealth Management
Texas
$458K -$26.2K -209 -5%
BMO
891
Beck Mack & Oliver
New York
$457K +$2.01K +16 +0.4%
TMAM
892
Tokio Marine Asset Management
Japan
$457K +$89.3K +711 +22%
WP
893
WealthSource Partners
California
$456K – – –
AC
894
Aristides Capital
Kentucky
$455K – – –
SP
895
Successful Portfolios
Florida
$453K -$754 -6 -0.2%
BIM
896
Bridges Investment Management
Nebraska
$451K – – –
IMOV
897
Investment Management of Virginia
Virginia
$451K +$4.4K +35 +0.9%
PGWM
898
Pitti Group Wealth Management
New York
$448K -$126K -1,001 -20%
SS
899
Sunbelt Securities
Texas
$447K -$42.7K -340 -8%
BAM
900
Berkshire Asset Management
Pennsylvania
$446K +$15.3K +122 +3%
34 35
36
37 38