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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1001
Savvy Advisors Inc
New York
$517K +$107K +712 +25%
LFAS
1002
Level Four Advisory Services
Texas
$514K -$7.23K -48 -1%
GAM
1003
Groupama Asset Management
France
$514K +$537K +3,570 New
EA
1004
Emerald Advisors
Washington
$514K +$55.1K +366 +12%
TAM
1005
Tocqueville Asset Management
New York
$513K -$45.2K -300 -8%
AWA
1006
Arete Wealth Advisors
Illinois
$512K +$28.9K +192 +6%
IA
1007
IFG Advisory
Georgia
$511K +$55.3K +367 +12%
RCM
1008
RMR Capital Management
California
$510K – – –
OIS
1009
Okabena Investment Services
Minnesota
$509K – – –
MIM
1010
MTM Investment Management
South Carolina
$506K +$84K +558 +19%
IFS
1011
Ifrah Financial Services
Arkansas
$506K -$3.76K -25 -0.7%
CT
1012
Colonial Trust
South Carolina
$505K -$8.73K -58 -2%
FHC
1013
First Heartland Consultants
Missouri
$505K +$98.9K +657 +23%
CIAS
1014
Capital Investment Advisory Services
North Carolina
$502K -$13.6K -90 -3%
PP
1015
Patten & Patten
Tennessee
$501K +$45.2K +300 +10%
AT
1016
Arlington Trust
Alabama
$500K +$452 +3 +0.1%
MA
1017
Mutual Advisors
Nebraska
$499K +$140K +932 +38%
RPC
1018
Rossmore Private Capital
Connecticut
$499K +$20.3K +135 +4%
RMCM
1019
Reynders McVeigh Capital Management
Massachusetts
$497K +$1.05K +7 +0.2%
PAS
1020
Professional Advisory Services
Florida
$495K – – –
CWP
1021
Cyndeo Wealth Partners
Florida
$491K -$301 -2 -0.1%
CPSAC
1022
Chas P. Smith & Associates (CPS)
Florida
$491K – – –
PWAM
1023
Private Wealth Asset Management
Iowa
$490K -$14K -93 -3%
SIM
1024
Stratos Investment Management
Ohio
$487K +$52.1K +346 +12%
FB
1025
Finward Bancorp
Indiana
$486K -$5.27K -35 -1%
39 40
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42 43