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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1026
Fermata Advisors
California
$212K +$198K +1,971 New
TMAM
1027
Tokio Marine Asset Management
Japan
$212K +$199K +1,979 New
FFA
1028
First Foundation Advisors
California
$211K -$115K -1,145 -37%
CAWM
1029
Capital Advisors Wealth Management
Washington
$211K +$198K +1,966 New
AWA
1030
Arete Wealth Advisors
Illinois
$209K +$3.02K +30 +1%
RPWA
1031
Regent Peak Wealth Advisors
Georgia
$208K +$184K +1,828 New
SSWG
1032
Seven Springs Wealth Group
Tennessee
$207K +$194K +1,929 New
LCC
1033
Lincoln Capital Corp
Rhode Island
$206K +$193K +1,920 New
MAG
1034
MRA Advisory Group
New Jersey
$206K +$193K +1,923 New
SWM
1035
Spire Wealth Management
Virginia
$205K -$12.4K -123 -6%
AF
1036
Affiance Financial
Minnesota
$205K +$192K +1,912 New
LS
1037
Leelyn Smith
Illinois
$204K -$3.02K -30 -2%
BCM
1038
Bayesian Capital Management
New York
$204K +$191K +1,900 New
IFG
1039
Independent Financial Group
California
$204K +$191K +1,900 New
AIM
1040
Aspen Investment Management
Michigan
$203K +$190K +1,890 New
BFS
1041
Bard Financial Services
Connecticut
$203K +$191K +1,895 New
CC
1042
Cornerstone Capital
California
$203K +$191K +1,896 New
ACM
1043
Ategra Capital Management
Virginia
$202K +$190K +1,886 New
VNA
1044
Valley National Advisers
Pennsylvania
$197K -$5.03K -50 -3%
AIG
1045
American International Group
New York
$195K -$12.4M -123,303 -6%
CPA
1046
Cowen Prime Advisors
New York
$193K – – –
FNBOSM
1047
First National Bank of South Miami
Florida
$182K +$27.7K +275 +19%
CFA
1048
Carroll Financial Associates
North Carolina
$172K -$23.9K -238 -13%
BFC
1049
Bedel Financial Consulting
Indiana
$171K – – –
LSA
1050
Leonteq Securities AG
Switzerland
$170K +$159K +1,583 New
40 41
42
43 44