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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
MM
926
MQS Management
New York
$415K +$399K +4,216 New
CCT
927
Chemung Canal Trust
New York
$414K -$66.3K -701 -14%
CYG
928
Clean Yield Group
Vermont
$414K +$4.83K +51 +1%
BFO
929
Biltmore Family Office
North Carolina
$411K -$48.7K -515 -11%
EAN
930
Excelsior Advisor Network
Colorado
$409K +$394K +4,162 New
ST
931
Spinnaker Trust
Maine
$409K +$4.35K +46 +1%
BIAS
932
Beacon Investment Advisory Services
New Jersey
$408K -$46.4K -490 -11%
VC
933
VarCov Co
Connecticut
$408K +$393K +4,152 New
Man Group
934
Man Group
United Kingdom
$406K -$784K -8,290 -67%
SL
935
Sentinus LLC
Illinois
$406K +$391K +4,131 New
PWP
936
Phillips Wealth Planners
Mississippi
$406K -$10.1K -107 -3%
VFIC
937
Valley Forge Investment Consultants
Pennsylvania
$403K
QFW
938
QTR Family Wealth
Florida
$403K +$6.25K +66 +2%
NFP
939
NorthLanding Financial Partners
New York
$401K +$119K +1,254 +44%
KMWM
940
Keudell/Morrison Wealth Management
Oregon
$400K
KFGK
941
Keystone Financial Group (Kentucky)
Kentucky
$398K +$154K +1,624 +67%
FMWA
942
Forvis Mazars Wealth Advisors
Missouri
$398K -$53.2K -562 -12%
HT
943
Heritage Trust
Oklahoma
$398K -$6.15K -65 -2%
FTWA
944
Fifth Third Wealth Advisors
Ohio
$397K -$188K -1,986 -33%
MA
945
Montag & Associates
Georgia
$396K
4WM
946
44 Wealth Management
Oregon
$396K +$53.7K +567 +16%
AFT
947
Alpha Family Trust
California
$395K +$380K +4,020 New
CWP
948
Cyndeo Wealth Partners
Florida
$394K +$95 +1 +0%
ClearBridge Investments
949
ClearBridge Investments
New York
$393K
LFG
950
Larson Financial Group
Missouri
$393K +$114K +1,208 +43%