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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1001
RWA Wealth Partners
Massachusetts
$394K -$267K -2,196 -41%
EH
1002
Equitable Holdings
New York
$393K -$224K -1,848 -37%
BWM
1003
Baron Wealth Management
Michigan
$392K +$52.9K +436 +16%
WI
1004
Wintrust Investments
Illinois
$392K -$61.7K -508 -14%
KIA
1005
KCM Investment Advisors
California
$392K +$11.9K +98 +3%
IIA
1006
ICW Investment Advisors
Arizona
$391K -$23.2K -191 -6%
NWM
1007
Northcape Wealth Management
New York
$391K -$35.1K -289 -8%
RBC
1008
Romano Brothers & Co
Illinois
$391K – – –
GLA
1009
Good Life Advisors
Pennsylvania
$391K -$4.86K -40 -1%
SA
1010
SRH Advisors
Kansas
$389K +$12.1K +100 +3%
MKC
1011
M. Kraus & Co
Vermont
$389K -$6.8K -56 -2%
PJSIMP
1012
P.J. Schmidt Investment Management (PJS)
Wisconsin
$388K -$18.2K -150 -5%
TT
1013
TI-Trust
Illinois
$386K – – –
SWM
1014
Sendero Wealth Management
Texas
$386K – – –
CFP
1015
Catalyst Financial Partners
Massachusetts
$385K -$44.2K -364 -10%
BCM
1016
Buckhead Capital Management
Georgia
$384K +$850 +7 +0.2%
HWA
1017
Heritage Wealth Advisors
Virginia
$383K -$6.92K -57 -2%
FBC
1018
Fairfield, Bush & Co
Connecticut
$383K -$163K -1,345 -30%
MHC
1019
Meyer Handelman Company
New York
$381K -$218K -1,800 -37%
EWA
1020
EverSource Wealth Advisors
Alabama
$381K +$16.6K +137 +4%
PPWM
1021
Perissos Private Wealth Management
Oklahoma
$377K +$373K +3,073 New
DIM
1022
Delta Investment Management
California
$375K – – –
LIM
1023
Longfellow Investment Management
Massachusetts
$375K +$2.79K +23 +0.8%
FAM
1024
Flaharty Asset Management
Florida
$375K – – –
AOWM
1025
Alpha Omega Wealth Management
Virginia
$374K – – –
39 40
41
42 43