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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Mission Wealth Management
California
$450K -$46K -393 -9%
PA
902
Procyon Advisors
Connecticut
$450K +$456K +3,896 New
CYG
903
Clean Yield Group
Vermont
$449K – – –
PCH
904
PGIM Custom Harvest
New Jersey
$445K +$451K +3,853 New
ST
905
Spinnaker Trust
Maine
$445K – – –
CAM
906
Costello Asset Management
Pennsylvania
$445K -$963K -8,227 -68%
SOAMC
907
Spirit of America Management Corp
New York
$445K – – –
RBFC
908
Roman Butler Fullerton & Co
Missouri
$444K -$5.5K -47 -1%
FFP
909
FourThought Financial Partners
Florida
$442K +$448K +3,827 New
IMOV
910
Investment Management of Virginia
Virginia
$441K -$17.6K -150 -4%
ECM
911
ExodusPoint Capital Management
New York
$436K -$14.2M -121,275 -97%
WBG
912
Wharton Business Group
Pennsylvania
$436K – – –
PFS
913
Physicians Financial Services
North Carolina
$434K – – –
CFB
914
Cullen/Frost Bankers
Texas
$430K -$19.1K -163 -4%
IA
915
IFP Advisors
Florida
$427K +$527K +4,506 +83%
QT
916
Quantamental Technologies
New York
$425K +$430K +3,676 New
SAG
917
SageView Advisory Group
California
$425K +$430K +3,675 New
IWM
918
IHT Wealth Management
Illinois
$423K -$3.04K -26 -0.7%
CG
919
Clifford Group
Massachusetts
$423K +$428K +3,658 New
WI
920
Wintrust Investments
Illinois
$421K -$48.8K -417 -10%
SP
921
Symmetry Partners
Connecticut
$418K -$149K -1,271 -26%
TAM
922
Trust Asset Management
Texas
$418K – – –
NL
923
Navalign LLC
California
$417K -$11.9K -102 -3%
TPWA
924
TRUE Private Wealth Advisors
Oregon
$417K +$23.6K +202 +6%
ABC
925
Associated Banc-Corp
Wisconsin
$416K – – –
35 36
37
38 39