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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RTS
901
Round Table Services
New Jersey
$328K +$307K +3,056 New
S
902
Seeyond
France
$327K +$1.41K +14 +0.5%
BCM
903
Brown Capital Management
Maryland
$324K – – –
PFO
904
Pathstone Family Office
New Jersey
$324K +$304K +3,022 New
FCA
905
FLC Capital Advisors
California
$322K – – –
GWAG
906
Garrett Wealth Advisory Group
Texas
$322K – – –
MJP
907
Michael J. Puzo
$322K – – –
NFC
908
Northeast Financial Consultants
Connecticut
$322K – – –
KIA
909
KCM Investment Advisors
California
$322K +$42.9K +427 +17%
SIM
910
Sentry Investment Management
Wisconsin
$321K – – –
CAL
911
Capital Advisors Ltd
Ohio
$318K +$201K +2,000 +208%
LIM
912
Leavell Investment Management
Alabama
$317K – – –
IP
913
Innovative Portfolios
Indiana
$317K +$297K +2,955 New
ISL
914
Ingalls & Snyder LLC
New York
$315K +$295K +2,935 New
DWT
915
Dorsey & Whitney Trust
South Dakota
$314K – – –
FWM
916
Foresight Wealth Management
Utah
$314K – – –
BFS
917
Beacon Financial Strategies
North Carolina
$313K +$294K +2,921 New
NQWM
918
Northwest Quadrant Wealth Management
Oregon
$313K -$16.5K -164 -5%
RPC
919
Rossmore Private Capital
Connecticut
$313K – – –
RE
920
RBC Europe
United Kingdom
$313K – – –
ST
921
Smithfield Trust
Pennsylvania
$312K -$80.5K -800 -22%
PCH
922
PGIM Custom Harvest
New Jersey
$312K +$293K +2,911 New
TAM
923
Trust Asset Management
Texas
$311K +$33.1K +329 +13%
WP
924
WealthPLAN Partners
Nebraska
$310K -$62.8K -624 -19%
EI
925
Ellevest Inc
New York
$309K +$57.7K +574 +25%