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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1001
SYM Financial Corp
Indiana
$344K +$331K +3,500 New
FFA
1002
Founders Financial Alliance
North Carolina
$340K +$29.1K +307 +10%
FWP
1003
FAS Wealth Partners
Kansas
$339K -$56K -592 -15%
SAM
1004
Strategy Asset Managers
California
$339K +$16K +169 +5%
TTWM
1005
TCV Trust & Wealth Management
Virginia
$338K – – –
MPIA
1006
Mountain Pacific Investment Advisers
Idaho
$337K – – –
MA
1007
MCF Advisors
Kentucky
$337K – – –
HWMG
1008
Hurlow Wealth Management Group
Indiana
$334K -$3.69K -39 -1%
PAS
1009
Professional Advisory Services
Florida
$334K – – –
PWM
1010
Palumbo Wealth Management
New York
$334K -$14.6K -154 -4%
SFG
1011
SevenBridge Financial Group
Pennsylvania
$333K – – –
RMP
1012
Richards, Merrill & Peterson
Washington
$331K -$60.3K -637 -16%
SRIM
1013
Saratoga Research & Investment Management
California
$329K -$50.6K -535 -14%
FB
1014
Finward Bancorp
Indiana
$329K – – –
EP
1015
Essential Partners
California
$328K +$124K +1,313 +65%
FA
1016
FDx Advisors
Illinois
$327K -$62.7K -663 -17%
TWM
1017
TRB Wealth Management
Texas
$327K +$314K +3,321 New
OIAM
1018
OFI Invest Asset Management
France
$325K +$107K +1,133 +43%
CFM
1019
Catalyst Funds Management
Australia
$324K -$733K -7,749 -70%
DAM
1020
Directional Asset Management
Illinois
$324K -$29.6K -313 -9%
PA
1021
Procyon Advisors
Connecticut
$323K +$9.08K +96 +3%
RTC
1022
Riverview Trust Company
Washington
$322K – – –
AWE
1023
Avidian Wealth Enterprises
Texas
$322K -$21.3K -225 -6%
GPW
1024
Genesis Private Wealth
Virginia
$322K -$8.42K -89 -3%
DT
1025
Diversified Trust
Tennessee
$322K +$852 +9 +0.3%
39 40
41
42 43