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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1001
Strategy Asset Managers
California
$339K +$16K +169 +5%
TTWM
1002
TCV Trust & Wealth Management
Virginia
$338K – – –
MPIA
1003
Mountain Pacific Investment Advisers
Idaho
$337K – – –
MA
1004
MCF Advisors
Kentucky
$337K – – –
HWMG
1005
Hurlow Wealth Management Group
Indiana
$334K -$3.69K -39 -1%
PAS
1006
Professional Advisory Services
Florida
$334K – – –
PWM
1007
Palumbo Wealth Management
New York
$334K -$14.6K -154 -4%
SFG
1008
SevenBridge Financial Group
Pennsylvania
$333K – – –
RMP
1009
Richards, Merrill & Peterson
Washington
$331K -$60.3K -637 -16%
SRIM
1010
Saratoga Research & Investment Management
California
$329K -$50.6K -535 -14%
FB
1011
Finward Bancorp
Indiana
$329K – – –
EP
1012
Essential Partners
California
$328K +$124K +1,313 +65%
FA
1013
FDx Advisors
Illinois
$327K -$62.7K -663 -17%
TWM
1014
TRB Wealth Management
Texas
$327K +$314K +3,321 New
OIAM
1015
OFI Invest Asset Management
France
$325K +$107K +1,133 +43%
CFM
1016
Catalyst Funds Management
Australia
$324K -$733K -7,749 -70%
DAM
1017
Directional Asset Management
Illinois
$324K -$29.6K -313 -9%
PA
1018
Procyon Advisors
Connecticut
$323K +$9.08K +96 +3%
RTC
1019
Riverview Trust Company
Washington
$322K – – –
AWE
1020
Avidian Wealth Enterprises
Texas
$322K -$21.3K -225 -6%
GPW
1021
Genesis Private Wealth
Virginia
$322K -$8.42K -89 -3%
DT
1022
Diversified Trust
Tennessee
$322K +$852 +9 +0.3%
GW
1023
Griffith & Werner
Georgia
$320K – – –
IAS
1024
Insigneo Advisory Services
Florida
$319K +$95 +1 +0%
FG
1025
Fiduciary Group
Georgia
$318K -$11.2K -118 -4%
39 40
41
42 43