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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1001
Foundations Investment Advisors
Arizona
$392K +$65.8K +562 +19%
PPC
1002
Park Place Capital
Alabama
$391K +$241K +2,056 +144%
CWP
1003
Cyndeo Wealth Partners
Florida
$387K +$12.9K +110 +3%
HWMG
1004
Hurlow Wealth Management Group
Indiana
$386K -$40K -342 -9%
BTI
1005
Blue Trust Inc
Georgia
$384K +$22.4K +191 +6%
IFS
1006
Ifrah Financial Services
Arkansas
$383K -$6.32K -54 -2%
PWA
1007
Phoenix Wealth Advisors
North Carolina
$382K -$16.7K -143 -4%
SAM
1008
Smithbridge Asset Management
Pennsylvania
$381K +$199K +1,700 +100%
PAS
1009
Professional Advisory Services
Florida
$381K
DT
1010
Diversified Trust
Tennessee
$380K -$15.2K -130 -4%
MWM
1011
Mission Wealth Management
California
$380K -$57.5K -491 -13%
KCM
1012
Kathmere Capital Management
Pennsylvania
$378K -$242K -2,068 -38%
TC
1013
TwinBeech Capital
New York
$378K -$25M -213,542 -98%
CCMG
1014
Clark Capital Management Group
Pennsylvania
$377K -$148K -1,261 -27%
NP
1015
NorthRock Partners
Minnesota
$377K -$243K -2,080 -38%
LCWP
1016
Legacy Capital Wealth Partners
Arkansas
$377K -$42.4K -362 -10%
BAM
1017
Belpointe Asset Management
Nevada
$377K +$124K +1,060 +46%
PWM
1018
Palumbo Wealth Management
New York
$376K +$20.6K +176 +6%
FB
1019
Finward Bancorp
Indiana
$375K
JSSH
1020
J. Safra Sarasin Holding
$375K -$355K -3,037 -48%
IA
1021
IFG Advisory
Georgia
$374K -$14.4K -123 -4%
ATS
1022
Ashton Thomas Securities
New York
$374K +$15.7K +134 +4%
ECM
1023
Everence Capital Management
Indiana
$374K
WC
1024
Wynn Capital
Georgia
$371K -$25.2K -215 -6%
KIM
1025
Karpus Investment Management
New York
$369K +$385K +3,290 New