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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1001
Fox Run Management
Connecticut
$219K +$209K +2,355 New
EI
1002
Ellevest Inc
New York
$218K +$33.3K +375 +19%
AIP
1003
Almanack Investment Partners
Pennsylvania
$217K -$9.41K -106 -4%
SWM
1004
Stockman Wealth Management
Montana
$215K +$205K +2,310 New
BP
1005
Ballentine Partners
Massachusetts
$214K +$204K +2,293 New
CWM
1006
Cabot Wealth Management
Massachusetts
$214K +$204K +2,298 New
NL
1007
NWAM LLC
Washington
$213K +$203K +2,288 New
VCM
1008
Vivaldi Capital Management
Illinois
$210K +$200K +2,253 New
EWA
1009
Exencial Wealth Advisors
Oklahoma
$209K -$98.7K -1,112 -33%
EWA
1010
EP Wealth Advisors
California
$208K -$29.6K -333 -13%
AWP
1011
Accretive Wealth Partners
New Jersey
$206K +$196K +2,212 New
WMA
1012
Wealth Management Associates
New Jersey
$205K +$195K +2,196 New
JCM
1013
Jacobi Capital Management
Pennsylvania
$204K +$710 +8 +0.4%
PM
1014
Parametrica Management
Hong Kong
$201K +$191K +2,155 New
BAM
1015
Belpointe Asset Management
Nevada
$200K +$26.6K +300 +16%
VNA
1016
Valley National Advisers
Pennsylvania
$199K -$8.88K -100 -4%
SFS
1017
Sowell Financial Services
Arkansas
$199K +$90.3K +1,017 +91%
MSFP
1018
Mark Sheptoff Financial Planning
Connecticut
$199K +$163K +1,835 +612%
AIG
1019
American International Group
New York
$196K -$36.1M -406,345 -16%
SCM
1020
Silvant Capital Management
Georgia
$196K
1832 Asset Management
1021
1832 Asset Management
Ontario, Canada
$187K
MIM
1022
Meridiem Investment Management
United Kingdom
$186K +$178K +2,000 New
GEA
1023
Glen Eagle Advisors
New Jersey
$185K
CFA
1024
Carroll Financial Associates
North Carolina
$176K -$17K -191 -9%
CCM
1025
Copeland Capital Management
Pennsylvania
$173K -$2.66K -30 -2%