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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
876
Choate Investment Advisors
Massachusetts
$735K
KCM
877
Kanawha Capital Management
Virginia
$720K +$98K +651 +15%
SMA
878
Sage Mountain Advisors
Georgia
$720K +$21.2K +141 +3%
HIP
879
HUB Investment Partners
Texas
$717K -$169K -1,125 -19%
3IP
880
3Chopt Investment Partners
Virginia
$717K +$50.3K +334 +7%
NAM
881
NTV Asset Management
West Virginia
$711K
Fayez Sarofim & Co
882
Fayez Sarofim & Co
Texas
$710K -$338K -2,248 -32%
MCM
883
Moore Capital Management
New York
$709K +$734K +4,876 New
GWM
884
GSB Wealth Management
Connecticut
$708K -$18.8K -125 -3%
TCOTS
885
Trust Company of the South
North Carolina
$706K +$30.7K +204 +4%
AWE
886
Avidian Wealth Enterprises
Texas
$704K -$9.03K -60 -1%
CT
887
Chicago Trust
Illinois
$703K +$384K +2,548 +112%
RFN
888
RDA Financial Network
Iowa
$699K +$17.6K +117 +2%
NG
889
Norden Group
Utah
$698K +$13.7K +91 +2%
FMWA
890
Forvis Mazars Wealth Advisors
Missouri
$698K -$30.6K -203 -4%
TCBWMS
891
Texas Capital Bank Wealth Management Services
Texas
$693K +$903 +6 +0.1%
MAM
892
MWA Asset Management
Massachusetts
$687K +$68K +452 +11%
EGM
893
Engineers Gate Manager
New York
$686K +$710K +4,717 New
SW
894
SVB Wealth
Massachusetts
$679K +$703K +4,670 New
MSWM
895
Master's Wealth Management
Pennsylvania
$679K +$231K +1,533 +49%
CGL
896
Clarius Group LLC
Washington
$677K -$13.6K -90 -2%
FG
897
Fiduciary Group
Georgia
$674K
BC
898
Burney Company
Virginia
$673K -$7.53K -50 -1%
WAM
899
Werlinich Asset Management
Connecticut
$673K
GL
900
Graypoint LLC
New York
$668K +$3.76K +25 +0.5%