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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SJL
1026
Shayne & Jacobs LLC
Tennessee
$215K +$201K +2,000 New
WP
1027
Wedgewood Partners
Missouri
$214K +$201K +2,000 New
GEA
1028
Glen Eagle Advisors
New Jersey
$213K – – –
FA
1029
Fermata Advisors
California
$212K +$198K +1,971 New
TMAM
1030
Tokio Marine Asset Management
Japan
$212K +$199K +1,979 New
FFA
1031
First Foundation Advisors
California
$211K -$115K -1,145 -37%
CAWM
1032
Capital Advisors Wealth Management
Washington
$211K +$198K +1,966 New
AWA
1033
Arete Wealth Advisors
Illinois
$209K +$3.02K +30 +1%
RPWA
1034
Regent Peak Wealth Advisors
Georgia
$208K +$184K +1,828 New
SSWG
1035
Seven Springs Wealth Group
Tennessee
$207K +$194K +1,929 New
LCC
1036
Lincoln Capital Corp
Rhode Island
$206K +$193K +1,920 New
MAG
1037
MRA Advisory Group
New Jersey
$206K +$193K +1,923 New
SWM
1038
Spire Wealth Management
Virginia
$205K -$12.4K -123 -6%
AF
1039
Affiance Financial
Minnesota
$205K +$192K +1,912 New
LS
1040
Leelyn Smith
Illinois
$204K -$3.02K -30 -2%
BCM
1041
Bayesian Capital Management
New York
$204K +$191K +1,900 New
IFG
1042
Independent Financial Group
California
$204K +$191K +1,900 New
AIM
1043
Aspen Investment Management
Michigan
$203K +$190K +1,890 New
BFS
1044
Bard Financial Services
Connecticut
$203K +$191K +1,895 New
CC
1045
Cornerstone Capital
California
$203K +$191K +1,896 New
ACM
1046
Ategra Capital Management
Virginia
$202K +$190K +1,886 New
VNA
1047
Valley National Advisers
Pennsylvania
$197K -$5.03K -50 -3%
CPA
1048
Cowen Prime Advisors
New York
$193K – – –
FNBOSM
1049
First National Bank of South Miami
Florida
$182K +$27.7K +275 +19%
CFA
1050
Carroll Financial Associates
North Carolina
$172K -$23.9K -238 -13%