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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
976
Terra Nova Asset Management
New York
$339K +$4.06K +41 +1%
ORG
977
Optimist Retirement Group
Washington
$338K +$93K +940 +34%
DAS
978
Dynamic Advisor Solutions
Arizona
$337K -$3.12M -31,553 -90%
ESB
979
Essex Savings Bank
Connecticut
$336K +$3.66K +37 +1%
MGIA
980
Moneta Group Investment Advisors
Missouri
$336K -$15K -152 -4%
FIA
981
Foundations Investment Advisors
Arizona
$333K +$12K +121 +3%
DAM
982
Directional Asset Management
Illinois
$332K -$114K -1,148 -24%
IPW
983
Impact Partnership Wealth
Georgia
$332K -$29.3K -296 -8%
JTWM
984
Jackson Thornton Wealth Management
Alabama
$331K +$383K +3,873 New
KCM
985
KRS Capital Management
Michigan
$330K -$18.5K -187 -5%
BAM
986
Berkshire Asset Management
Pennsylvania
$330K +$99.7K +1,008 +39%
CA
987
Claro Advisors
Massachusetts
$329K +$63.6K +643 +22%
BMWM
988
Brown Miller Wealth Management
Virginia
$327K +$4.45K +45 +1%
PWM
989
Palumbo Wealth Management
New York
$327K +$19.2K +194 +6%
SAM
990
Secure Asset Management
Michigan
$326K -$21.2K -214 -6%
GS
991
GTS Securities
Florida
$326K -$123K -1,243 -26%
MWM
992
Maridea Wealth Management
New York
$325K -$90.7K -917 -21%
UCB
993
United Community Bank
South Carolina
$325K +$34.4K +348 +11%
AFG
994
Atomi Financial Group
New York
$324K -$124K -1,251 -26%
RCM
995
RMR Capital Management
California
$323K – – –
FFP
996
FourThought Financial Partners
Florida
$323K +$68.2K +689 +24%
AWE
997
Avidian Wealth Enterprises
Texas
$323K -$110K -1,110 -24%
CWS
998
Confluence Wealth Services
Pennsylvania
$323K -$11.4K -115 -3%
4WM
999
44 Wealth Management
Oregon
$318K +$53.4K +540 +19%
TTWM
1000
TCV Trust & Wealth Management
Virginia
$317K -$61.3K -620 -15%
38 39
40
41 42