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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
1026
Griffith & Werner
Georgia
$320K – – –
IAS
1027
Insigneo Advisory Services
Florida
$319K +$95 +1 +0%
FG
1028
Fiduciary Group
Georgia
$318K -$11.2K -118 -4%
OAG
1029
Oakmont Advisory Group
New Mexico
$318K +$306K +3,232 New
PWA
1030
Phoenix Wealth Advisors
North Carolina
$317K -$6.25K -66 -2%
VFA
1031
Valeo Financial Advisors
Indiana
$315K +$62.2K +657 +26%
BA
1032
Bridgewater Advisors
New York
$315K -$3.31K -35 -1%
KJWM
1033
Kiley Juergens Wealth Management
Washington
$315K – – –
WPC
1034
Wedmont Private Capital
Pennsylvania
$314K +$13.2K +140 +5%
SWM
1035
Sendero Wealth Management
Texas
$313K +$2.74K +29 +0.9%
LOWM
1036
Laurel Oak Wealth Management
New Jersey
$312K +$946 +10 +0.3%
CFB
1037
Cullen/Frost Bankers
Texas
$311K +$5.87K +62 +2%
BI
1038
Bradyco Inc
Massachusetts
$311K -$89.9K -950 -23%
AA
1039
Aufman Associates
Pennsylvania
$310K – – –
PWP
1040
Principle Wealth Partners
Connecticut
$309K – – –
TWP
1041
Tyche Wealth Partners
Texas
$308K +$946 +10 +0.3%
MWC
1042
MBM Wealth Consultants
Missouri
$307K +$296K +3,127 New
MHC
1043
Meyer Handelman Company
New York
$305K – – –
FFA
1044
Fi3 Financial Advisors
Indiana
$302K +$29.2K +309 New
AWM
1045
Angeles Wealth Management
California
$301K +$289K +3,057 New
DWT
1046
Dorsey & Whitney Trust
South Dakota
$300K -$59.4K -628 -17%
EA
1047
Emerald Advisors
Washington
$300K -$162K -1,717 -36%
TT
1048
TI-Trust
Illinois
$298K – – –
DIM
1049
Delta Investment Management
California
$298K -$5.39K -57 -2%
WB
1050
WesBanco Bank
West Virginia
$297K -$28.4K -300 -9%
40 41
42
43 44