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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1026
Latitude Advisors
Florida
$333K -$456K -3,711 -60%
PCA
1027
Pallas Capital Advisors
Massachusetts
$332K -$36.8K -300 -11%
QCG
1028
Quadrant Capital Group
Ohio
$332K +$4.3K +35 +1%
TRIA
1029
Trail Ridge Investment Advisors
Colorado
$331K -$11K -90 -4%
MFC
1030
Mechanics Financial Corp
Ohio
$329K -$3.07K -25 -1%
AIM
1031
Aspen Investment Management
Michigan
$328K +$1.23K +10 +0.4%
HWM
1032
HB Wealth Management
Georgia
$328K +$54.1K +441 +22%
BAS
1033
Brown Advisory Securities
Maryland
$327K
BHWM
1034
Bar Harbor Wealth Management
New Hampshire
$325K -$135K -1,100 -32%
LIM
1035
Longfellow Investment Management
Massachusetts
$325K
LIM
1036
Loudon Investment Management
New Hampshire
$324K
PI
1037
Pettee Investors
Connecticut
$324K
AWM
1038
Aberdeen Wealth Management
Illinois
$324K +$246 +2 +0.1%
ST
1039
Smithfield Trust
Pennsylvania
$322K -$12.3K -100 -4%
EH
1040
Equitable Holdings
New York
$322K -$7.24K -59 -2%
SIC
1041
Schwartz Investment Counsel
Michigan
$322K
AA
1042
Aufman Associates
Pennsylvania
$321K
SFS
1043
Strategic Financial Services
New York
$321K +$288K +2,349 New
FAIM
1044
Financial Advocates Investment Management
Washington
$319K +$287K +2,336 New
LCM
1045
Logan Capital Management
Pennsylvania
$318K -$64.7K -527 -18%
OTPPB
1046
Ontario Teachers' Pension Plan Board
Ontario, Canada
$318K +$58.8K +479 +26%
OWA
1047
One Wealth Advisors
California
$318K +$286K +2,333 New
SIC
1048
Sigma Investment Counselors
Michigan
$317K -$4.67K -38 -2%
FI
1049
Fractal Investments
Connecticut
$316K -$1.72K -14 -0.6%
CCP
1050
Cassia Capital Partners
North Carolina
$316K +$7K +57 +3%