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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1026
Flaharty Asset Management
Florida
$362K – – –
AOWM
1027
Alpha Omega Wealth Management
Virginia
$361K – – –
CPSAC
1028
Chas P. Smith & Associates (CPS)
Florida
$359K +$4.28K +35 +1%
GCIM
1029
Gunn & Company Investment Management
Florida
$359K +$143K +1,174 +63%
NWM
1030
Northcape Wealth Management
New York
$359K -$19.4K -159 -5%
MKC
1031
M. Kraus & Co
Vermont
$358K -$17.4K -142 -4%
MPI
1032
Mairs & Power Inc
Minnesota
$357K -$29.9K -245 -8%
AFG
1033
Allegheny Financial Group
Pennsylvania
$357K +$125K +1,021 +51%
CAM
1034
Close Asset Management
United Kingdom
$356K – – –
KIA
1035
KCM Investment Advisors
California
$356K -$23K -188 -6%
HIC
1036
Holderness Investments Company
North Carolina
$353K – – –
BFS
1037
Beacon Financial Strategies
North Carolina
$351K – – –
PCH
1038
PGIM Custom Harvest
New Jersey
$350K +$32.1K +263 +10%
CCM
1039
Carderock Capital Management
Maryland
$350K – – –
BIG
1040
Brooklyn Investment Group
New York
$349K – – –
BTI
1041
Blue Trust Inc
Georgia
$347K +$215K +1,758 +165%
GA
1042
Geller Advisors
New York
$347K +$16.5K +135 +5%
SIC
1043
Sigma Investment Counselors
Michigan
$343K -$11.9K -97 -3%
SP
1044
Symmetry Partners
Connecticut
$343K +$20.5K +168 +6%
PFA
1045
Pure Financial Advisors
California
$343K +$244 +2 +0.1%
JMFC
1046
J.M. Forbes & Co
Massachusetts
$342K +$19.3K +158 +6%
SIM
1047
Stratos Investment Management
Ohio
$342K +$117K +961 +50%
SP
1048
Successful Portfolios
Florida
$341K -$47.7K -390 -12%
HWA
1049
Heritage Wealth Advisors
Virginia
$341K -$29.9K -245 -8%
AP
1050
Advisors Preferred
Maryland
$340K +$355K +2,906 New
40 41
42
43 44