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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
951
Phillips Wealth Planners
Mississippi
$362K +$382K +3,859 New
JSSH
952
J. Safra Sarasin Holding
$362K +$58.5K +591 +18%
CIAM
953
Caitong International Asset Management
Hong Kong
$361K +$309K +3,127 +397%
AFW
954
Atlantic Family Wealth
Florida
$360K +$387K +3,911 New
MYIA
955
Mount Yale Investment Advisors
Colorado
$360K +$387K +3,910 New
NP
956
NorthRock Partners
Minnesota
$359K +$53.1K +537 +16%
QFW
957
QTR Family Wealth
Florida
$358K +$133K +1,343 +50%
SRIM
958
Saratoga Research & Investment Management
California
$358K +$198 +2 +0.1%
LBC
959
Lowe Brockenbrough & Co
Virginia
$356K – – –
ALA
960
Atlas Legacy Advisors
California
$355K +$12.8K +129 +3%
WA1
961
Wimmer Associates 1
California
$355K – – –
IWA
962
IVC Wealth Advisors
Pennsylvania
$354K -$327K -3,304 -46%
FHA
963
Flagship Harbor Advisors
Massachusetts
$354K +$792 +8 +0.2%
CW
964
Code Waechter
Florida
$351K +$377K +3,809 New
AGWCA
965
Annis Gardner Whiting Capital Advisors
Florida
$350K +$3.27K +33 +0.9%
HCM
966
Howard Capital Management
Georgia
$350K -$515K -5,200 -58%
CIA
967
Compass Ion Advisors
Pennsylvania
$349K -$96.6K -976 -20%
BAAM
968
Baker Avenue Asset Management
California
$349K +$375K +3,789 New
PIA
969
Perennial Investment Advisors
California
$348K +$76.7K +775 +26%
MWM
970
Mission Wealth Management
California
$346K +$36.5K +369 +11%
RYIA
971
Roehl & Yi Investment Advisors
Oregon
$343K +$21K +212 +6%
CCM
972
Compass Capital Management
Minnesota
$343K – – –
WBG
973
Wharton Business Group
Pennsylvania
$342K – – –
PFS
974
Physicians Financial Services
North Carolina
$341K – – –
DWT
975
Dorsey & Whitney Trust
South Dakota
$339K +$81K +819 +29%
37 38
39
40 41