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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1001
SevenBridge Financial Group
Pennsylvania
$377K – – –
SA
1002
SRH Advisors
Kansas
$376K – – –
QCG
1003
Quadrant Capital Group
Ohio
$375K +$23.2K +190 +6%
PJSIMP
1004
P.J. Schmidt Investment Management (PJS)
Wisconsin
$375K – – –
GLA
1005
Good Life Advisors
Pennsylvania
$374K -$3.3K -27 -0.8%
LIM
1006
Leavell Investment Management
Alabama
$374K -$16.4K -134 -4%
TT
1007
TI-Trust
Illinois
$373K – – –
SWM
1008
Sendero Wealth Management
Texas
$373K – – –
CT
1009
Colonial Trust
South Carolina
$372K -$33K -270 -8%
CA
1010
Cullinan Associates
Kentucky
$371K -$7.8M -63,873 -95%
PWM
1011
Palumbo Wealth Management
New York
$371K -$155K -1,266 -29%
BCM
1012
Brookstone Capital Management
Illinois
$369K +$60.2K +493 +20%
OQS
1013
Occudo Quantitative Strategies
Florida
$368K -$217K -1,777 -36%
AWM
1014
Absher Wealth Management
North Carolina
$368K +$13.7K +112 +4%
BCM
1015
Buckhead Capital Management
Georgia
$368K -$3.06K -25 -0.8%
MHC
1016
Meyer Handelman Company
New York
$368K – – –
NHT
1017
New Hampshire Trust
New Hampshire
$367K -$26.9K -220 -7%
BFO
1018
Biltmore Family Office
North Carolina
$367K +$16.6K +136 +5%
PPWM
1019
Perissos Private Wealth Management
Oklahoma
$366K +$2.2K +18 +0.6%
LFAS
1020
Level Four Advisory Services
Texas
$364K -$93.8K -768 -20%
LIM
1021
Longfellow Investment Management
Massachusetts
$364K +$2.57K +21 +0.7%
DIM
1022
Delta Investment Management
California
$363K +$611 +5 +0.2%
GWP
1023
Gen-Wealth Partners
Michigan
$362K +$75.4K +617 +25%
IIA
1024
ICW Investment Advisors
Arizona
$362K -$16.6K -136 -4%
FAM
1025
Flaharty Asset Management
Florida
$362K – – –
39 40
41
42 43