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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
976
TCV Trust & Wealth Management
Virginia
$575K -$6.03K -41 -1%
VFA
977
Valeo Financial Advisors
Indiana
$575K -$29.9K -203 -5%
RYIA
978
Roehl & Yi Investment Advisors
Oregon
$574K +$882 +6 +0.2%
WBG
979
Wharton Business Group
Pennsylvania
$573K – – –
BWM
980
Baron Wealth Management
Michigan
$573K +$11K +75 +2%
CG
981
Clifford Group
Massachusetts
$568K -$140K -953 -21%
ESB
982
Essex Savings Bank
Connecticut
$565K – – –
RBFC
983
Roman Butler Fullerton & Co
Missouri
$563K +$588 +4 +0.1%
LCWP
984
Legacy Capital Wealth Partners
Arkansas
$560K +$882 +6 +0.2%
WC
985
Wynn Capital
Georgia
$555K – – –
HTC
986
Haverford Trust Company
Pennsylvania
$555K – – –
LFAS
987
Level Four Advisory Services
Texas
$553K -$1.62K -11 -0.3%
SGAM
988
Smith Group Asset Management
Texas
$550K +$524K +3,566 New
PWA
989
Phoenix Wealth Advisors
North Carolina
$550K +$24.4K +166 +5%
AA
990
Aufman Associates
Pennsylvania
$548K – – –
PCA
991
Pallas Capital Advisors
Massachusetts
$546K +$20.3K +138 +4%
CIAS
992
Capital Investment Advisory Services
North Carolina
$546K -$735 -5 -0.1%
NWM
993
Napa Wealth Management
California
$546K +$520K +3,538 New
CT
994
Colonial Trust
South Carolina
$544K -$49.7K -338 -9%
VCM
995
Virtue Capital Management
Tennessee
$541K +$515K +3,504 New
RCM
996
RMR Capital Management
California
$541K – – –
SAW
997
Signal Advisors Wealth
Michigan
$541K +$5.15K +35 +1%
ACM
998
Andina Capital Management
Utah
$541K +$515K +3,505 New
IFS
999
Ifrah Financial Services
Arkansas
$541K -$18.5K -126 -3%
OIS
1000
Okabena Investment Services
Minnesota
$540K +$515K +3,500 New
38 39
40
41 42