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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1001
Bison Wealth
Georgia
$221K +$210K +2,367 New
CPA
1002
Court Place Advisors
Maryland
$221K +$211K +2,371 New
PI
1003
Pettee Investors
Connecticut
$221K +$211K +2,375 New
AA
1004
Aufman Associates
Pennsylvania
$219K +$209K +2,350 New
FRM
1005
Fox Run Management
Connecticut
$219K +$209K +2,355 New
EI
1006
Ellevest Inc
New York
$218K +$33.3K +375 +19%
AIP
1007
Almanack Investment Partners
Pennsylvania
$217K -$9.41K -106 -4%
SWM
1008
Stockman Wealth Management
Montana
$215K +$205K +2,310 New
BP
1009
Ballentine Partners
Massachusetts
$214K +$204K +2,293 New
CWM
1010
Cabot Wealth Management
Massachusetts
$214K +$204K +2,298 New
NL
1011
NWAM LLC
Washington
$213K +$203K +2,288 New
VCM
1012
Vivaldi Capital Management
Illinois
$210K +$200K +2,253 New
EWA
1013
Exencial Wealth Advisors
Oklahoma
$209K -$98.7K -1,112 -33%
EWA
1014
EP Wealth Advisors
California
$208K -$29.6K -333 -13%
AWP
1015
Accretive Wealth Partners
New Jersey
$206K +$196K +2,212 New
WMA
1016
Wealth Management Associates
New Jersey
$205K +$195K +2,196 New
JCM
1017
Jacobi Capital Management
Pennsylvania
$204K +$710 +8 +0.4%
PM
1018
Parametrica Management
Hong Kong
$201K +$191K +2,155 New
BAM
1019
Belpointe Asset Management
Nevada
$200K +$26.6K +300 +16%
VNA
1020
Valley National Advisers
Pennsylvania
$199K -$8.88K -100 -4%
SFS
1021
Sowell Financial Services
Arkansas
$199K +$90.3K +1,017 +91%
MSFP
1022
Mark Sheptoff Financial Planning
Connecticut
$199K +$163K +1,835 +612%
SCM
1023
Silvant Capital Management
Georgia
$196K – – –
1832 Asset Management
1024
1832 Asset Management
Ontario, Canada
$187K – – –
MIM
1025
Meridiem Investment Management
United Kingdom
$186K +$178K +2,000 New