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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1001
Wharton Business Group
Pennsylvania
$471K – – –
PFS
1002
Physicians Financial Services
North Carolina
$469K – – –
TNAM
1003
Terra Nova Asset Management
New York
$468K -$14.2K -102 -3%
IPW
1004
Impact Partnership Wealth
Georgia
$467K +$511K +3,684 New
FMB
1005
Field & Main Bank
Kentucky
$466K +$103K +743 +25%
PIM
1006
Penobscot Investment Management
Massachusetts
$466K +$83.2K +600 +20%
ESB
1007
Essex Savings Bank
Connecticut
$466K – – –
TTWM
1008
TCV Trust & Wealth Management
Virginia
$465K -$21.4K -154 -4%
FMP
1009
Financial Management Professionals
Texas
$461K -$7.35K -53 -1%
SAI
1010
Savvy Advisors Inc
New York
$460K +$11K +79 +2%
LFAS
1011
Level Four Advisory Services
Texas
$458K +$10.8K +78 +2%
BWM
1012
Baron Wealth Management
Michigan
$458K -$12.6K -91 -2%
RYIA
1013
Roehl & Yi Investment Advisors
Oregon
$457K -$17.3K -125 -3%
CWS
1014
Confluence Wealth Services
Pennsylvania
$453K +$37.6K +271 +8%
HTC
1015
Haverford Trust Company
Pennsylvania
$450K -$6.8K -49 -1%
MIM
1016
MTM Investment Management
South Carolina
$450K +$9.16K +66 +2%
PWA
1017
Phoenix Wealth Advisors
North Carolina
$449K -$4.44K -32 -0.9%
FHC
1018
First Heartland Consultants
Missouri
$449K +$9.99K +72 +2%
TCM
1019
Tang Capital Management
California
$449K -$348K -2,506 -41%
PCA
1020
Pallas Capital Advisors
Massachusetts
$448K -$4.72K -34 -1%
DT
1021
Diversified Trust
Tennessee
$446K +$185K +1,335 +61%
SAM
1022
Secure Asset Management
Michigan
$446K -$43.4K -313 -8%
WC
1023
Wynn Capital
Georgia
$446K -$6.94K -50 -1%
RCM
1024
RMR Capital Management
California
$444K – – –
OIS
1025
Okabena Investment Services
Minnesota
$444K +$555 +4 +0.1%
39 40
41
42 43