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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PB
926
Pinnacle Bancorp
Nebraska
$416K – – –
SAM
927
Smartleaf Asset Management
Massachusetts
$416K – – –
CI
928
CX Institutional
Indiana
$415K -$53.2K -562 -12%
MM
929
MQS Management
New York
$415K +$399K +4,216 New
CCT
930
Chemung Canal Trust
New York
$414K -$66.3K -701 -14%
CYG
931
Clean Yield Group
Vermont
$414K +$4.83K +51 +1%
BFO
932
Biltmore Family Office
North Carolina
$411K -$48.7K -515 -11%
EAN
933
Excelsior Advisor Network
Colorado
$409K +$394K +4,162 New
ST
934
Spinnaker Trust
Maine
$409K +$4.35K +46 +1%
BIAS
935
Beacon Investment Advisory Services
New Jersey
$408K -$46.4K -490 -11%
VC
936
VarCov Co
Connecticut
$408K +$393K +4,152 New
Man Group
937
Man Group
United Kingdom
$406K -$784K -8,290 -67%
SL
938
Sentinus LLC
Illinois
$406K +$391K +4,131 New
PWP
939
Phillips Wealth Planners
Mississippi
$406K -$10.1K -107 -3%
VFIC
940
Valley Forge Investment Consultants
Pennsylvania
$403K – – –
QFW
941
QTR Family Wealth
Florida
$403K +$6.25K +66 +2%
NFP
942
NorthLanding Financial Partners
New York
$401K +$119K +1,254 +44%
KMWM
943
Keudell/Morrison Wealth Management
Oregon
$400K – – –
KFGK
944
Keystone Financial Group (Kentucky)
Kentucky
$398K +$154K +1,624 +67%
FMWA
945
Forvis Mazars Wealth Advisors
Missouri
$398K -$53.2K -562 -12%
HT
946
Heritage Trust
Oklahoma
$398K -$6.15K -65 -2%
FTWA
947
Fifth Third Wealth Advisors
Ohio
$397K -$188K -1,986 -33%
MA
948
Montag & Associates
Georgia
$396K – – –
4WM
949
44 Wealth Management
Oregon
$396K +$53.7K +567 +16%
AFT
950
Alpha Family Trust
California
$395K +$380K +4,020 New