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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
Continuum Advisory
Idaho
$309K +$289K +2,876 New
LCM
927
Logan Capital Management
Pennsylvania
$307K – – –
AWM
928
Apollon Wealth Management
South Carolina
$304K -$8.15K -81 -3%
JIC
929
Johnson Investment Counsel
Ohio
$303K -$284K -2,826 -50%
MPIA
930
Mountain Pacific Investment Advisers
Idaho
$303K – – –
PVH
931
Psagot Value Holdings
Israel
$303K +$284K +2,824 New
TA
932
Tectonic Advisors
Texas
$302K +$52K +517 +22%
EWA
933
Exencial Wealth Advisors
Oklahoma
$302K +$283K +2,817 New
OL
934
Optas LLC
Texas
$300K -$503 -5 -0.2%
SA
935
SRH Advisors
Kansas
$300K – – –
First Manhattan
936
First Manhattan
New York
$298K – – –
WAM
937
WNY Asset Management
New York
$296K +$40.3K +401 +17%
MAM
938
Martingale Asset Management
Massachusetts
$295K +$201 +2 +0.1%
MPI
939
Mairs & Power Inc
Minnesota
$293K – – –
WR
940
WD Rutherford
Oregon
$293K +$17.6K +175 +7%
OFS
941
Orrstown Financial Services
Pennsylvania
$292K -$686K -6,822 -72%
BAM
942
Belpointe Asset Management
Nevada
$292K +$58.5K +582 +27%
AT
943
Arden Trust
Delaware
$290K -$150K -1,490 -35%
1WA
944
180 Wealth Advisors
Washington
$290K -$10.9K -108 -4%
AWP
945
Ascent Wealth Partners
New York
$290K – – –
DBRC
946
D.B. Root & Company
Pennsylvania
$290K – – –
AG
947
AIA Group
Hong Kong
$290K +$267K +2,654 New
ACM
948
Advisors Capital Management
New Jersey
$289K +$49.4K +491 +22%
GLA
949
Good Life Advisors
Pennsylvania
$287K -$24.4K -243 -8%
GWM
950
Geneos Wealth Management
Colorado
$285K -$80.9K -804 -23%