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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
901
Winthrop Partners - WNY
New York
$450K -$14.2K -150 -3%
SWM
902
Sandro Wealth Management
New Jersey
$447K +$7.85K +83 +2%
CCA
903
Checchi Capital Advisers
California
$444K -$25.9K -274 -6%
JWM
904
Jacksonville Wealth Management
Florida
$444K -$39.7K -420 -9%
OHWP
905
Oak Harbor Wealth Partners
North Carolina
$443K -$546K -5,765 -56%
SW
906
Simplicity Wealth
New Jersey
$441K +$35K +370 +9%
PWM
907
Perigon Wealth Management
California
$440K +$33.3K +352 +9%
ECA
908
Elevated Capital Advisors
Utah
$440K -$332K -3,506 -44%
MHIC
909
Marble Harbor Investment Counsel
Massachusetts
$436K – – –
CIA
910
Choate Investment Advisors
Massachusetts
$435K -$14.7K -155 -3%
DWML
911
Decker Wealth Management LLC
Tennessee
$435K – – –
RWC
912
Rare Wolf Capital
Washington
$432K -$9.94K -105 -2%
MSA
913
Marino Stram & Associates
Massachusetts
$432K -$43.3K -458 -9%
FPB
914
First PREMIER Bank
South Dakota
$428K -$2.46K -26 -0.6%
TNBTD
915
Trustmark National Bank Trust Department
Mississippi
$427K – – –
PCP
916
Proficio Capital Partners
Massachusetts
$424K +$409K +4,317 New
JE
917
JMAC Enterprises
Pennsylvania
$423K – – –
SOAM
918
SBI Okasan Asset Management
Japan
$419K – – –
PGWM
919
Pitti Group Wealth Management
New York
$419K +$1.14K +12 +0.3%
BWM
920
BAM Wealth Management
Colorado
$418K +$402K +4,252 New
WAP
921
Wealthcare Advisory Partners
Pennsylvania
$418K -$147K -1,555 -27%
JSSH
922
J. Safra Sarasin Holding
$417K +$29.1K +307 +8%
PB
923
Pinnacle Bancorp
Nebraska
$416K – – –
SAM
924
Smartleaf Asset Management
Massachusetts
$416K – – –
CI
925
CX Institutional
Indiana
$415K -$53.2K -562 -12%
35 36
37
38 39