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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
1026
Northwest Quadrant Wealth Management
Oregon
$340K +$2.01K +17 +0.6%
WB
1027
West Bancorporation
Iowa
$339K -$5.92K -50 -2%
CTC
1028
Central Trust Company
Missouri
$337K +$7.7K +65 +2%
MPIA
1029
Mountain Pacific Investment Advisers
Idaho
$337K
KA
1030
Kintegral Advisory
New York
$336K -$2.13K -18 -0.6%
CFS
1031
CRA Financial Services
New Jersey
$333K -$234K -1,973 -41%
SAM
1032
Strategy Asset Managers
California
$332K +$17.5K +148 +6%
MIM
1033
MTM Investment Management
South Carolina
$331K -$58.1K -490 -15%
BAM
1034
Belpointe Asset Management
Nevada
$329K -$98.1K -828 -23%
BWM
1035
Baron Wealth Management
Michigan
$328K +$7.46K +63 +2%
MG
1036
Mather Group
Illinois
$326K -$49.2K -415 -13%
SP
1037
Symmetry Partners
Connecticut
$326K -$105K -886 -25%
CWP
1038
Cyndeo Wealth Partners
Florida
$326K +$118 +1 +0%
RGC
1039
Roberts, Glore & Co
Illinois
$325K -$61.4K -518 -16%
WEG
1040
World Equity Group
Illinois
$325K +$237 +2 +0.1%
DBRC
1041
D.B. Root & Company
Pennsylvania
$325K
JMFC
1042
J.M. Forbes & Co
Massachusetts
$325K
RCM
1043
RB Capital Management
Nevada
$324K -$10.2K -86 -3%
PAMG
1044
Patton Albertson Miller Group
Tennessee
$323K -$5.92K -50 -2%
AWP
1045
Ascent Wealth Partners
New York
$322K
FFA
1046
Farther Finance Advisors
California
$320K +$57.9K +489 +22%
ZIM
1047
Zacks Investment Management
Illinois
$320K +$118 +1 +0%
CW
1048
CreativeOne Wealth
Kansas
$319K -$330K -2,788 -51%
GW
1049
GW & Wade
Massachusetts
$319K -$829 -7 -0.3%
ZF
1050
Zhang Financial
Michigan
$318K +$14.5K +122 +5%