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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
926
Armis Advisers
Georgia
$617K – – –
MWM
927
Mission Wealth Management
California
$617K +$11.7K +78 +2%
HT
928
Heritage Trust
Oklahoma
$617K – – –
KCM
929
KRS Capital Management
Michigan
$614K +$30K +199 +5%
WA1
930
Wimmer Associates 1
California
$613K – – –
PCP
931
Proficio Capital Partners
Massachusetts
$612K +$16.3K +108 +3%
CPA
932
Court Place Advisors
Maryland
$610K – – –
NP
933
NorthRock Partners
Minnesota
$608K +$49.2K +327 +8%
PWM
934
Perigon Wealth Management
California
$607K -$97.3K -646 -13%
CYG
935
Clean Yield Group
Vermont
$605K – – –
CFA
936
CWS Financial Advisors
Michigan
$605K +$133K +884 +27%
WA
937
Wealth Alliance
New York
$604K -$439K -2,914 -41%
FBT
938
First Bank & Trust
South Dakota
$603K -$411K -2,730 -40%
RMP
939
Richards, Merrill & Peterson
Washington
$600K -$3.46K -23 -0.6%
RZH
940
Relyea Zuckerberg Hanson
Connecticut
$598K -$3.91K -26 -0.6%
BI
941
Bradyco Inc
Massachusetts
$598K – – –
APP
942
Avantax Planning Partners
Iowa
$594K -$8.28K -55 -1%
PGWM
943
Pitti Group Wealth Management
New York
$593K +$903 +6 +0.1%
BIM
944
Bridges Investment Management
Nebraska
$591K – – –
PFA
945
Pure Financial Advisors
California
$591K +$146K +972 +31%
TA
946
TFG Advisers
Michigan
$590K +$1.51K +10 +0.2%
ACM
947
Advisors Capital Management
New Jersey
$589K +$6.17K +41 +1%
MCCP
948
Mission Creek Capital Partners
California
$589K -$241K -1,603 -28%
MMM
949
Mendel Money Management
Illinois
$588K – – –
JCFM
950
JBR Co Financial Management
Oklahoma
$585K – – –
36 37
38
39 40