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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Absher Wealth Management
North Carolina
$364K -$811K -6,557 -71%
BCM
1002
Brown Capital Management
Maryland
$363K -$29.1K -235 -8%
PWMG
1003
Pinnacle Wealth Management Group
Michigan
$363K
TH
1004
TCTC Holdings
Texas
$363K
FFM
1005
Forum Financial Management
Illinois
$363K +$329K +2,659 New
CPA
1006
Clear Perspective Advisors
Illinois
$360K +$39.2K +317 +14%
MFG
1007
Menard Financial Group
Texas
$359K +$9.15K +74 +3%
BIM
1008
Bridgecreek Investment Management
Oklahoma
$358K
AII
1009
AGF Investments Inc
Ontario, Canada
$357K +$126K +1,018 +64%
SIM
1010
Sentry Investment Management
Wisconsin
$356K
PPW
1011
Pinnacle Private Wealth
Massachusetts
$354K +$320K +2,590 New
IFG
1012
Independent Financial Group
California
$352K +$96.7K +782 +43%
CA
1013
Cornerstone Advisory
Maryland
$352K +$319K +2,578 New
KIA
1014
KCM Investment Advisors
California
$351K -$52.8K -427 -14%
5L
1015
55I LLC
Massachusetts
$351K +$26.6K +215 +9%
VI
1016
Versor Investments
New York
$350K -$391K -3,165 -55%
NL
1017
NWAM LLC
Washington
$350K +$57.4K +464 +22%
DT
1018
Diversified Trust
Tennessee
$346K -$34.2K -277 -10%
PIA
1019
Powell Investment Advisors
Florida
$346K +$124 +1 +0%
FFA
1020
First Foundation Advisors
California
$346K +$57.5K +465 +23%
SAM
1021
Silvercrest Asset Management
New York
$345K +$3.58K +29 +1%
TRIA
1022
Trail Ridge Investment Advisors
Colorado
$344K +$311K +2,518 New
WR
1023
WD Rutherford
Oregon
$342K
NME
1024
Notis-McConarty Edward
$341K
DA
1025
Detalus Advisors
Missouri
$338K