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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
901
First Foundation Advisors
California
$432K +$138K +1,261 +48%
ST
902
Spinnaker Trust
Maine
$431K – – –
CAM
903
Chesapeake Asset Management
New York
$431K +$3.72K +34 +0.9%
SOAMC
904
Spirit of America Management Corp
New York
$431K – – –
BI
905
Berkeley Inc
Idaho
$430K +$766 +7 +0.2%
SWM
906
Segment Wealth Management
Texas
$430K -$14.8K -135 -3%
LFAS
907
Level Four Advisory Services
Texas
$429K +$1.64K +15 +0.4%
RTC
908
Riverview Trust Company
Washington
$426K +$1.86K +17 +0.4%
GP
909
Girard Partners
Pennsylvania
$422K -$20.7K -189 -5%
WBG
910
Wharton Business Group
Pennsylvania
$422K – – –
HPC
911
HM Payson & Co
Maine
$418K – – –
SAG
912
SageView Advisory Group
California
$417K +$5.03K +46 +1%
CCM
913
Carderock Capital Management
Maryland
$414K -$10.9K -100 -3%
BJL
914
Brighton Jones LLC
Washington
$414K +$118K +1,083 +41%
RWA
915
Ropes Wealth Advisors
Massachusetts
$413K – – –
PCM
916
Penserra Capital Management
California
$410K +$219K +1,998 +119%
FM
917
Foster & Motley
Ohio
$409K -$20.8K -190 -5%
WI
918
Wintrust Investments
Illinois
$409K +$2.73K +25 +0.7%
BAM
919
Belpointe Asset Management
Nevada
$408K -$97.9K -895 -20%
NHT
920
New Hampshire Trust
New Hampshire
$406K -$9.84K -90 -2%
MCWS
921
McKinley Carter Wealth Services
West Virginia
$405K – – –
PWA
922
Phoenix Wealth Advisors
North Carolina
$405K -$11.8K -108 -3%
SP
923
Symmetry Partners
Connecticut
$404K – – –
PMG
924
ProVise Management Group
Florida
$399K – – –
PCH
925
PGIM Custom Harvest
New Jersey
$396K +$437 +4 +0.1%
35 36
37
38 39