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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
LC
926
Lindbrook Capital
California
$184K -$11.2K -162 -6%
VNA
927
Valley National Advisers
Pennsylvania
$184K -$8.25K -119 -5%
AWA
928
Arkadios Wealth Advisors
Georgia
$165K -$2.77K -40 -2%
NICM
929
Neo Ivy Capital Management
New York
$164K +$150K +2,163 New
FNBOSM
930
First National Bank of South Miami
Florida
$163K – – –
SSB
931
Sandy Spring Bank
Maryland
$161K +$16.8K +242 +13%
SCM
932
Silvant Capital Management
Georgia
$160K – – –
FHA
933
Flagship Harbor Advisors
Massachusetts
$158K -$424K -6,122 -75%
CFA
934
Carroll Financial Associates
North Carolina
$157K – – –
JCM
935
Jacobi Capital Management
Pennsylvania
$154K +$5.13K +74 +4%
PL
936
Perpetual Ltd
Australia
$152K +$139K +2,000 New
1832 Asset Management
937
1832 Asset Management
Ontario, Canada
$151K – – –
VIM
938
Veritas Investment Management
United Kingdom
$151K – – –
GEA
939
Glen Eagle Advisors
New Jersey
$151K +$208 +3 +0.2%
LS
940
Leelyn Smith
Illinois
$144K – – –
OIA
941
Optimum Investment Advisors
Illinois
$144K – – –
PMFA
942
Plante Moran Financial Advisors
Michigan
$139K +$4.57K +66 +4%
CB
943
Community Bank
New York
$128K +$89.7K +1,294 +328%
GCM
944
Gables Capital Management
Florida
$127K – – –
BAM
945
Belpointe Asset Management
Nevada
$127K +$116K +1,668 New
MAM
946
Meeder Asset Management
Ohio
$126K +$39.2K +565 +51%
TPCW
947
TD Private Client Wealth
New York
$123K +$46K +664 +69%
GRP
948
Global Retirement Partners
California
$122K +$2.77K +40 +3%
FHA
949
First Horizon Advisors
Tennessee
$121K -$3.4K -49 -3%
EI
950
Ellevest Inc
New York
$117K +$70.2K +1,013 +190%