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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1026
Holderness Investments Company
North Carolina
$400K
CFP
1027
Catalyst Financial Partners
Massachusetts
$398K -$38.9K -306 -9%
MA
1028
Mutual Advisors
Nebraska
$398K -$52.8K -416 -13%
BFS
1029
Beacon Financial Strategies
North Carolina
$397K
SWP
1030
Summit Wealth Partners
Florida
$397K -$63.5K -500 -14%
CCM
1031
Carderock Capital Management
Maryland
$396K
MIM
1032
MTM Investment Management
South Carolina
$396K +$1.91K +15 +0.5%
AAM
1033
Aureus Asset Management
Massachusetts
$394K -$108K -850 -22%
CCAM
1034
Cascades Capital Asset Management
North Carolina
$394K +$373K +2,937 New
KIA
1035
KCM Investment Advisors
California
$393K -$9.14K -72 -2%
MCWS
1036
McKinley Carter Wealth Services
West Virginia
$393K -$50.8K -400 -12%
AWM
1037
Absher Wealth Management
North Carolina
$393K -$22.1K -174 -6%
SIM
1038
Stratos Investment Management
Ohio
$392K +$5.08K +40 +1%
HWA
1039
Heritage Wealth Advisors
Virginia
$392K +$5.46K +43 +1%
NHT
1040
New Hampshire Trust
New Hampshire
$391K -$22.9K -180 -6%
CWM
1041
Cornerstone Wealth Management
Missouri
$391K +$6.48K +51 +2%
SIC
1042
Sigma Investment Counselors
Michigan
$388K
JMFC
1043
J.M. Forbes & Co
Massachusetts
$387K
BIG
1044
Brooklyn Investment Group
New York
$387K +$1.27K +10 +0.3%
AF
1045
Arrow Financial
New York
$386K -$86.5K -681 -19%
CI
1046
CX Institutional
Indiana
$385K +$1.14K +9 +0.3%
BCM
1047
Brookstone Capital Management
Illinois
$383K -$6.86K -54 -2%
SP
1048
Successful Portfolios
Florida
$383K -$3.3K -26 -0.9%
OWA
1049
Outlook Wealth Advisors
Texas
$382K +$24.9K +196 +7%
IIA
1050
ICW Investment Advisors
Arizona
$380K -$27.6K -217 -7%