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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
1026
Oakmont Advisory Group
New Mexico
$318K +$306K +3,232 New
PWA
1027
Phoenix Wealth Advisors
North Carolina
$317K -$6.25K -66 -2%
VFA
1028
Valeo Financial Advisors
Indiana
$315K +$62.2K +657 +26%
BA
1029
Bridgewater Advisors
New York
$315K -$3.31K -35 -1%
KJWM
1030
Kiley Juergens Wealth Management
Washington
$315K – – –
WPC
1031
Wedmont Private Capital
Pennsylvania
$314K +$13.2K +140 +5%
SWM
1032
Sendero Wealth Management
Texas
$313K +$2.74K +29 +0.9%
LOWM
1033
Laurel Oak Wealth Management
New Jersey
$312K +$946 +10 +0.3%
CFB
1034
Cullen/Frost Bankers
Texas
$311K +$5.87K +62 +2%
BI
1035
Bradyco Inc
Massachusetts
$311K -$89.9K -950 -23%
AA
1036
Aufman Associates
Pennsylvania
$310K – – –
WG
1037
Wellington Group
Indiana
$309K – – –
PWP
1038
Principle Wealth Partners
Connecticut
$309K – – –
TWP
1039
Tyche Wealth Partners
Texas
$308K +$946 +10 +0.3%
MWC
1040
MBM Wealth Consultants
Missouri
$307K +$296K +3,127 New
MHC
1041
Meyer Handelman Company
New York
$305K – – –
FFA
1042
Fi3 Financial Advisors
Indiana
$302K +$29.2K +309 New
AWM
1043
Angeles Wealth Management
California
$301K +$289K +3,057 New
DWT
1044
Dorsey & Whitney Trust
South Dakota
$300K -$59.4K -628 -17%
EA
1045
Emerald Advisors
Washington
$300K -$162K -1,717 -36%
TT
1046
TI-Trust
Illinois
$298K – – –
DIM
1047
Delta Investment Management
California
$298K -$5.39K -57 -2%
WB
1048
WesBanco Bank
West Virginia
$297K -$28.4K -300 -9%
AF
1049
Apollon Financial
South Carolina
$297K +$6.43K +68 +2%
S
1050
ShariaPortfolio
Florida
$296K +$1.51K +16 +0.5%
40 41
42
43 44