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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
926
Perigon Wealth Management
California
$380K +$47.7K +482 +13%
SW
927
Simplicity Wealth
New Jersey
$379K +$176K +1,780 +76%
SS
928
Sunbelt Securities
Texas
$379K -$69.6K -703 -15%
ST
929
Spinnaker Trust
Maine
$379K -$66.8K -675 -14%
BI
930
Bradyco Inc
Massachusetts
$379K
HT
931
Heritage Trust
Oklahoma
$378K -$11.9K -120 -3%
VFIC
932
Valley Forge Investment Consultants
Pennsylvania
$378K -$45.5K -460 -10%
DGM
933
Delta Global Management
New York
$376K +$404K +4,079 New
ACM
934
Advisors Capital Management
New Jersey
$376K +$8.51K +86 +2%
IC
935
Inscription Capital
Texas
$375K +$403K +4,076 New
FHC
936
First Horizon Corporation
Tennessee
$375K -$771K -7,793 -66%
KMWM
937
Keudell/Morrison Wealth Management
Oregon
$375K +$206K +2,083 +105%
FWP
938
FAS Wealth Partners
Kansas
$373K +$142K +1,439 +55%
MA
939
Montag & Associates
Georgia
$371K
CWP
940
Cyndeo Wealth Partners
Florida
$369K +$55.3K +559 +16%
RMP
941
Richards, Merrill & Peterson
Washington
$369K +$34.4K +348 +10%
ClearBridge Investments
942
ClearBridge Investments
New York
$368K
NG
943
Novem Group
New York
$368K +$6.23K +63 +2%
PEAK6
944
PEAK6
Illinois
$367K +$395K +3,989 New
AOWM
945
Alpha Omega Wealth Management
Virginia
$367K +$129K +1,304 +49%
FA
946
FDx Advisors
Illinois
$367K +$394K +3,986 New
SPC
947
Spirepoint Private Client
Florida
$366K -$7.03K -71 -2%
GWM
948
GSB Wealth Management
Connecticut
$365K +$43.5K +440 +13%
Fisher Asset Management
949
Fisher Asset Management
Washington
$365K +$26.1K +264 +7%
HI
950
Human Investing
Oregon
$364K -$46.8K -473 -11%