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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
951
B. Riley Wealth Advisors
Florida
$391K -$75.2K -795 -17%
ACM
952
Advisors Capital Management
New Jersey
$387K -$13.8K -146 -4%
AFW
953
Atlantic Family Wealth
Florida
$385K – – –
MGIA
954
Moneta Group Investment Advisors
Missouri
$385K +$25K +264 +7%
NP
955
NorthRock Partners
Minnesota
$383K +$189 +2 +0.1%
MA
956
Mutual Advisors
Nebraska
$382K -$36.1K -381 -9%
HI
957
Human Investing
Oregon
$382K -$5.96K -63 -2%
AO
958
Advisor OS
Illinois
$381K +$123K +1,297 +50%
LBC
959
Lowe Brockenbrough & Co
Virginia
$380K – – –
WA1
960
Wimmer Associates 1
California
$379K – – –
VF
961
Vest Financial
Virginia
$378K +$70.2K +742 +24%
AGWCA
962
Annis Gardner Whiting Capital Advisors
Florida
$375K +$1.32K +14 +0.4%
NG
963
Novem Group
New York
$375K -$17.1K -181 -5%
JCFM
964
JBR Co Financial Management
Oklahoma
$375K -$5.68K -60 -2%
FHA
965
Flagship Harbor Advisors
Massachusetts
$374K -$3.79K -40 -1%
CIA
966
Compass Ion Advisors
Pennsylvania
$373K +$284 +3 +0.1%
ATS
967
Ashton Thomas Securities
New York
$373K +$41.9K +443 +13%
RCA
968
Resonant Capital Advisors
Wisconsin
$371K +$357K +3,768 New
MYIA
969
Mount Yale Investment Advisors
Colorado
$370K -$13.6K -144 -4%
FHC
970
First Horizon Corporation
Tennessee
$369K -$29.8K -315 -8%
SW
971
SVB Wealth
Massachusetts
$367K -$155K -1,640 -31%
TNAM
972
Terra Nova Asset Management
New York
$366K +$4.16K +44 +1%
BHPW
973
Beverly Hills Private Wealth
California
$366K -$890K -9,401 -72%
WBG
974
Wharton Business Group
Pennsylvania
$365K – – –
BAM
975
Belpointe Asset Management
Nevada
$364K +$30.2K +319 +9%
37 38
39
40 41