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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
901
Ausdal Financial Partners
Iowa
$467K -$127K -1,071 -21%
KFA
902
Krane Funds Advisors
New York
$466K -$41.6K -351 -8%
NB
903
NBT Bank
New York
$463K +$65.2K +550 +16%
CYG
904
Clean Yield Group
Vermont
$463K – – –
IFS
905
Ifrah Financial Services
Arkansas
$461K -$18.5K -156 -4%
BIM
906
Bridges Investment Management
Nebraska
$460K -$2.96K -25 -0.6%
BI
907
Berkeley Inc
Idaho
$460K +$711 +6 +0.2%
SOAMC
908
Spirit of America Management Corp
New York
$459K – – –
PDL
909
Portfolio Design Labs
California
$458K +$456K +3,845 New
LFAS
910
Level Four Advisory Services
Texas
$457K +$1.9K +16 +0.4%
PP
911
Patten & Patten
Tennessee
$457K -$332K -2,801 -42%
PHIC
912
Pine Haven Investment Counsel
Massachusetts
$455K -$2.96K -25 -0.7%
GM
913
GeoWealth Management
Illinois
$453K +$224K +1,890 +99%
3IP
914
3Chopt Investment Partners
Virginia
$452K +$449K +3,793 New
WBG
915
Wharton Business Group
Pennsylvania
$450K – – –
BWP
916
Barlow Wealth Partners
Kentucky
$448K +$445K +3,758 New
S
917
Sunpointe
Missouri
$444K +$442K +3,728 New
CGL
918
Clarius Group LLC
Washington
$443K -$20.6K -174 -4%
EAM
919
Empirical Asset Management
Massachusetts
$443K +$1.54K +13 +0.4%
WI
920
Wintrust Investments
Illinois
$441K +$2.73K +23 +0.6%
BW
921
Bison Wealth
Georgia
$441K +$62.1K +524 +16%
AR
922
Apeiron RIA
Texas
$440K -$1.42K -12 -0.3%
JF
923
Jump Financial
Illinois
$439K -$1.02M -8,648 -70%
MWM
924
Mission Wealth Management
California
$439K +$7.46K +63 +2%
PWA
925
Phoenix Wealth Advisors
North Carolina
$438K +$2.13K +18 +0.5%
35 36
37
38 39