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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
951
TRUE Private Wealth Advisors
Oregon
$381K +$7.31K +59 +2%
WB
952
West Bancorporation
Iowa
$379K -$47.5K -383 -10%
PIA
953
Pinion Investment Advisors
Kansas
$378K – – –
PIM
954
Penobscot Investment Management
Massachusetts
$377K – – –
PCMF
955
Private Capital Management (Florida)
Florida
$376K +$416K +3,355 New
BC
956
Burleson & Co
California
$372K -$1.36K -11 -0.3%
FAN
957
Financial Advisors Network
California
$372K -$248 -2 -0.1%
ATC
958
Argent Trust Co
Tennessee
$371K +$150K +1,208 +58%
CPSAC
959
Chas P. Smith & Associates (CPS)
Florida
$370K +$2.85K +23 +0.7%
MMHP
960
Murphy Middleton Hinkle & Parker
Georgia
$369K – – –
APP
961
Avantax Planning Partners
Iowa
$368K -$11.4K -92 -3%
HIC
962
Holderness Investments Company
North Carolina
$368K -$9.29K -75 -2%
DL
963
DOHJ LLC
Washington
$367K +$13.9K +112 +4%
RWA
964
Ropes Wealth Advisors
Massachusetts
$366K – – –
AOWM
965
Alpha Omega Wealth Management
Virginia
$365K -$3.1K -25 -0.8%
MG
966
Mather Group
Illinois
$365K +$11.8K +95 +3%
KFI
967
Key Financial Inc
Pennsylvania
$361K +$7.19K +58 +2%
FFM
968
Forum Financial Management
Illinois
$361K +$11.2K +90 +3%
WFI
969
West Family Investments
California
$361K +$22.1K +178 +6%
SICM
970
Sustainable Insight Capital Management
New York
$360K +$397K +3,207 New
BCM
971
Buckhead Capital Management
Georgia
$359K -$3.35K -27 -0.8%
FHA
972
Flagship Harbor Advisors
Massachusetts
$359K +$7.93K +64 +2%
MKC
973
M. Kraus & Co
Vermont
$358K – – –
BFO
974
Biltmore Family Office
North Carolina
$358K +$8.55K +69 +2%
KIA
975
KCM Investment Advisors
California
$358K +$18.1K +146 +5%
37 38
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