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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
926
Wealth Alliance
New York
$285K +$9.41K +106 +4%
ACM
927
AlphaStar Capital Management
North Carolina
$284K -$8.26K -93 -3%
FC
928
Fulcrum Capital
Washington
$284K +$271K +3,049 New
S
929
Seeyond
France
$283K -$1.51K -17 -0.6%
NQWM
930
Northwest Quadrant Wealth Management
Oregon
$282K -$16.5K -186 -6%
BCM
931
Brown Capital Management
Maryland
$281K -$4.71K -53 -2%
FCA
932
FLC Capital Advisors
California
$280K – – –
GWAG
933
Garrett Wealth Advisory Group
Texas
$280K – – –
MJP
934
Michael J. Puzo
$280K – – –
NFC
935
Northeast Financial Consultants
Connecticut
$280K – – –
PIA
936
Powell Investment Advisors
Florida
$280K +$178 +2 +0.1%
DIM
937
Delta Investment Management
California
$279K – – –
LFA
938
Legacy Financial Advisors
Kentucky
$279K +$34.5K +388 +15%
IP
939
Investment Partners
Ohio
$277K +$1.51K +17 +0.6%
FWM
940
Foresight Wealth Management
Utah
$273K – – –
CMO
941
Covenant Multifamily Offices
Texas
$272K +$20K +225 +8%
MAM
942
Meeder Asset Management
Ohio
$272K +$59.6K +671 +30%
RE
943
RBC Europe
United Kingdom
$269K +$622 +7 +0.2%
DWT
944
Dorsey & Whitney Trust
South Dakota
$268K -$4K -45 -2%
GWM
945
Geneos Wealth Management
Colorado
$267K +$32.6K +367 +12%
LCM
946
Logan Capital Management
Pennsylvania
$266K +$254K +2,858 New
RPC
947
Rossmore Private Capital
Connecticut
$264K – – –
OL
948
Optas LLC
Texas
$263K -$215K -2,416 -46%
CW
949
CreativeOne Wealth
Kansas
$262K +$250K +2,816 New
1WA
950
180 Wealth Advisors
Washington
$261K -$9.06K -102 -3%
36 37
38
39 40