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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
Continuum Advisory
Idaho
– -$202K -2,962 Closed
NL
1002
NWAM LLC
Washington
– -$201K -2,953 Closed
PHS
1003
Pekin Hardy Strauss
Illinois
– -$201K -2,950 Closed
CA
1004
Calton & Associates
Florida
– -$151K -2,158 Closed
Acadian Asset Management
1005
Acadian Asset Management
Massachusetts
– -$109K -1,608 Closed
WA
1006
Waverly Advisors
Alabama
– -$98K -1,445 Closed
BBA
1007
Braun-Bostich & Associates
Pennsylvania
– -$63K -923 Closed
WAM
1008
Wolverine Asset Management
Illinois
– -$55K -820 Closed
DPA
1009
Delphi Private Advisors
California
– -$49K -715 Closed
STA
1010
Summit Trail Advisors
New York
– -$46K -673 Closed
WA
1011
Winfield Associates
Ohio
– -$23K -335 Closed
KJWM
1012
Kiley Juergens Wealth Management
Washington
– -$14K -218 Closed
AssetMark Inc
1013
AssetMark Inc
California
– -$14K -212 Closed
TL
1014
TrueWealth LLC
Georgia
– -$14K -199 Closed
FFG
1015
Ford Financial Group
California
– -$9K -133 Closed
BWA
1016
BDO Wealth Advisors
Florida
– -$8K -111 Closed
FMA
1017
FNY Managed Accounts
New York
– -$3K -56 Closed
TIM
1018
Tortoise Investment Management
New York
– -$2K -34 Closed
MCM
1019
Mainstay Capital Management
Michigan
– -$1K -14 Closed
VCM
1020
Virtue Capital Management
Tennessee
– -$1K -9 Closed
JA
1021
JOYN Advisors
Georgia
– +$330 +5 New