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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
GIP
1001
Greatmark Investment Partners
Georgia
$332K
BFS
1002
Beacon Financial Strategies
North Carolina
$331K +$4.05K +37 +1%
BFO
1003
Biltmore Family Office
North Carolina
$331K
MMHP
1004
Murphy Middleton Hinkle & Parker
Georgia
$330K -$25.9K -237 -7%
HFM
1005
Harvest Fund Management
China
$328K -$52.9K -484 -14%
GW
1006
GW & Wade
Massachusetts
$327K -$435K -3,978 -58%
MG
1007
Mather Group
Illinois
$326K +$11.2K +102 +4%
WAM
1008
Wakefield Asset Management
Colorado
$326K -$437 -4 -0.1%
CPC
1009
Consolidated Planning Corp
Georgia
$325K +$318K +2,907 New
WB
1010
West Bancorporation
Iowa
$324K
TW
1011
TrinityPoint Wealth
Connecticut
$323K +$315K +2,884 New
First Manhattan
1012
First Manhattan
New York
$322K -$10.5K -96 -3%
RMDI
1013
R.M. Davis Inc
Maine
$320K
PFA
1014
Pure Financial Advisors
California
$320K +$984 +9 +0.3%
KA
1015
Kintegral Advisory
New York
$318K
GWM
1016
Geneos Wealth Management
Colorado
$318K +$7.22K +66 +2%
VSQM
1017
V-Square Quantitative Management
Illinois
$317K +$310K +2,838 New
WP
1018
WealthSource Partners
California
$316K -$188K -1,723 -38%
MPIA
1019
Mountain Pacific Investment Advisers
Idaho
$316K
WB
1020
WesBanco Bank
West Virginia
$316K
SWM
1021
Spire Wealth Management
Virginia
$315K -$47.8K -437 -13%
PAMG
1022
Patton Albertson Miller Group
Tennessee
$314K -$161K -1,469 -34%
CT
1023
Colonial Trust
South Carolina
$313K +$49.8K +455 +19%
SGI
1024
Summit Global Investments
Utah
$312K +$305K +2,790 New
EWA
1025
EverSource Wealth Advisors
Alabama
$308K +$44.1K +403 +17%