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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
ST
876
Spinnaker Trust
Maine
$537K +$38.9K +332 +7%
GS
877
GTS Securities
Florida
$537K -$441K -3,772 -44%
HI
878
Harbour Investments
Wisconsin
$536K -$61.4K -525 -10%
CCT
879
Chemung Canal Trust
New York
$536K -$39.7K -339 -7%
CIA
880
Compass Ion Advisors
Pennsylvania
$535K -$37.3K -319 -6%
WPW
881
Winthrop Partners - WNY
New York
$535K +$558K +4,768 New
AFG
882
Atomi Financial Group
New York
$535K -$176K -1,504 -24%
DAM
883
Directional Asset Management
Illinois
$534K +$557K +4,756 New
TCOTS
884
Trust Company of the South
North Carolina
$533K -$41.4K -354 -7%
LBC
885
Leigh Baldwin & Co
New York
$529K -$24K -205 -4%
AC
886
Aristides Capital
Kentucky
$525K +$23.4K +200 +4%
S
887
Sunpointe
Missouri
$524K +$164K +1,402 +43%
KWA
888
Kingswood Wealth Advisors
California
$522K +$281K +2,397 +106%
AWE
889
Avidian Wealth Enterprises
Texas
$517K -$10.7K -91 -2%
PFA
890
Pure Financial Advisors
California
$516K +$72.2K +617 +15%
BBHC
891
Brown Brothers Harriman & Co
New York
$515K +$168K +1,437 +46%
BC
892
BDFS Capital
Delaware
$515K +$537K +4,586 New
VFIC
893
Valley Forge Investment Consultants
Pennsylvania
$512K
CAM
894
Costello Asset Management
Pennsylvania
$507K +$22.2K +190 +4%
KWM
895
KFG Wealth Management
Indiana
$505K -$42.7K -365 -8%
WG
896
Wellington Group
Indiana
$504K +$526K +4,496 New
BC
897
Burney Company
Virginia
$503K -$16.5K -141 -3%
WTC
898
WhitTier Trust Company
Nevada
$502K -$63.8K -545 -11%
LC
899
Lavelle Capital
California
$499K +$521K +4,450 New
MWM
900
Maridea Wealth Management
New York
$498K -$43.8K -374 -8%