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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1026
Kintegral Advisory
New York
$328K -$241 -2 -0.1%
NQWM
1027
Northwest Quadrant Wealth Management
Oregon
$327K +$14.5K +120 +4%
MPIA
1028
Mountain Pacific Investment Advisers
Idaho
$326K – – –
IAS
1029
Insigneo Advisory Services
Florida
$326K +$340K +2,825 New
CT
1030
Colonial Trust
South Carolina
$325K +$2.89K +24 +0.9%
RCM
1031
RB Capital Management
Nevada
$324K +$30.5K +253 +10%
SFO
1032
Stokes Family Office
Louisiana
$323K +$45.9K +381 +16%
WP
1033
WealthSource Partners
California
$322K -$4.22K -35 -1%
PGIM Custom Harvest
1034
PGIM Custom Harvest
New Jersey
$319K -$93.8K -778 -22%
Central Trust Company
1035
Central Trust Company
Missouri
$319K -$55.4K -460 -14%
PAMG
1036
Patton Albertson Miller Group
Tennessee
$319K -$5.54K -46 -2%
BWM
1037
BlackDiamond Wealth Management
New York
$318K +$482 +4 +0.1%
AWM
1038
Absher Wealth Management
North Carolina
$317K -$181K -1,503 -35%
WesBanco Bank
1039
WesBanco Bank
West Virginia
$316K -$10K -83 -3%
BFAG
1040
Blackston Financial Advisory Group
Florida
$316K +$15.1K +125 +5%
CWP
1041
Cyndeo Wealth Partners
Florida
$315K +$329K +2,733 New
WEG
1042
World Equity Group
Illinois
$314K +$329K +2,726 New
JMFC
1043
J.M. Forbes & Co
Massachusetts
$314K -$39.9K -331 -11%
DBRC
1044
D.B. Root & Company
Pennsylvania
$314K -$482 -4 -0.1%
AWP
1045
Ascent Wealth Partners
New York
$311K – – –
DGAM
1046
Desjardins Global Asset Management
Quebec, Canada
$311K -$622K -5,165 -66%
BWM
1047
Baron Wealth Management
Michigan
$311K +$1.33K +11 +0.4%
GW & Wade
1048
GW & Wade
Massachusetts
$310K -$28.6K -237 -8%
Zacks Investment Management
1049
Zacks Investment Management
Illinois
$309K -$309K -2,560 -49%
Dynamic Advisor Solutions
1050
Dynamic Advisor Solutions
Arizona
$308K +$87.1K +723 +37%