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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
901
Garrett Wealth Advisory Group
Texas
$322K – – –
MJP
902
Michael J. Puzo
$322K – – –
NFC
903
Northeast Financial Consultants
Connecticut
$322K – – –
KIA
904
KCM Investment Advisors
California
$322K +$42.9K +427 +17%
SIM
905
Sentry Investment Management
Wisconsin
$321K – – –
CAL
906
Capital Advisors Ltd
Ohio
$318K +$201K +2,000 +208%
LIM
907
Leavell Investment Management
Alabama
$317K – – –
IP
908
Innovative Portfolios
Indiana
$317K +$297K +2,955 New
ISL
909
Ingalls & Snyder LLC
New York
$315K +$295K +2,935 New
DWT
910
Dorsey & Whitney Trust
South Dakota
$314K – – –
FWM
911
Foresight Wealth Management
Utah
$314K – – –
BFS
912
Beacon Financial Strategies
North Carolina
$313K +$294K +2,921 New
NQWM
913
Northwest Quadrant Wealth Management
Oregon
$313K -$16.5K -164 -5%
RPC
914
Rossmore Private Capital
Connecticut
$313K – – –
RE
915
RBC Europe
United Kingdom
$313K – – –
ST
916
Smithfield Trust
Pennsylvania
$312K -$80.5K -800 -22%
PCH
917
PGIM Custom Harvest
New Jersey
$312K +$293K +2,911 New
TAM
918
Trust Asset Management
Texas
$311K +$33.1K +329 +13%
WP
919
WealthPLAN Partners
Nebraska
$310K -$62.8K -624 -19%
EI
920
Ellevest Inc
New York
$309K +$57.7K +574 +25%
CA
921
Continuum Advisory
Idaho
$309K +$289K +2,876 New
LCM
922
Logan Capital Management
Pennsylvania
$307K – – –
AWM
923
Apollon Wealth Management
South Carolina
$304K -$8.15K -81 -3%
JIC
924
Johnson Investment Counsel
Ohio
$303K -$284K -2,826 -50%
MPIA
925
Mountain Pacific Investment Advisers
Idaho
$303K – – –
35 36
37
38 39