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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
Advisors Capital Management
New Jersey
$216K +$203K +2,206 New
WMA
1002
Wealth Management Associates
New Jersey
$216K +$276 +3 +0.1%
NL
1003
NWAM LLC
Washington
$215K -$8.66K -94 -4%
JCM
1004
Jacobi Capital Management
Pennsylvania
$215K +$829 +9 +0.4%
AFS
1005
Axiom Financial Strategies
Indiana
$215K +$202K +2,196 New
HI
1006
Horizon Investments
North Carolina
$211K +$198K +2,149 New
BAM
1007
Belpointe Asset Management
Nevada
$210K +$461 +5 +0.2%
SAM
1008
SignalPoint Asset Management
Missouri
$210K +$198K +2,146 New
GL
1009
Graypoint LLC
New York
$209K +$196K +2,128 New
SCM
1010
Silvant Capital Management
Georgia
$207K – – –
AWA
1011
Arete Wealth Advisors
Illinois
$207K +$195K +2,116 New
IA
1012
IFG Advisory
Georgia
$207K +$195K +2,117 New
RFN
1013
RDA Financial Network
Iowa
$206K +$194K +2,102 New
WW
1014
Westshore Wealth
California
$206K +$194K +2,103 New
BWP
1015
BSW Wealth Partners
Colorado
$204K +$192K +2,087 New
SB
1016
Sunflower Bank
Texas
$203K +$191K +2,071 New
VCM
1017
Vivaldi Capital Management
Illinois
$201K -$22.7K -246 -11%
RC
1018
RegentAtlantic Capital
New Jersey
$201K +$189K +2,048 New
WGAM
1019
Wilkinson Global Asset Management
New York
$201K +$189K +2,052 New
ST
1020
Spinnaker Trust
Maine
$201K +$189K +2,053 New
RG
1021
Rikoon Group
New Mexico
$200K +$188K +2,038 New
SWM
1022
Spire Wealth Management
Virginia
$199K +$187K +2,029 New
GEA
1023
Glen Eagle Advisors
New Jersey
$195K – – –
LS
1024
Leelyn Smith
Illinois
$189K +$11.1K +121 +7%
HFA
1025
Hoover Financial Advisors
Pennsylvania
$186K – – –