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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1026
Wedmont Private Capital
Pennsylvania
$440K +$101K +711 +29%
SFG
1027
SevenBridge Financial Group
Pennsylvania
$440K – – –
RBC
1028
Romano Brothers & Co
Illinois
$438K -$8.52K -60 -2%
QCG
1029
Quadrant Capital Group
Ohio
$438K +$2.13K +15 +0.5%
CFG
1030
Citizens Financial Group
Rhode Island
$438K -$14.8K -104 -3%
PWM
1031
Palumbo Wealth Management
New York
$437K +$2.7K +19 +0.6%
MSWM
1032
Master's Wealth Management
Pennsylvania
$437K +$443K +3,117 New
CWM
1033
Challenger Wealth Management
California
$437K +$442K +3,115 New
MHC
1034
Meyer Handelman Company
New York
$435K – – –
BFO
1035
Biltmore Family Office
North Carolina
$434K – – –
WHG
1036
Westwood Holdings Group
Texas
$434K +$440K +3,096 New
NG
1037
Norden Group
Utah
$433K +$123K +864 +39%
UF
1038
Univest Financial
Pennsylvania
$432K -$31.2K -220 -7%
CWP
1039
Cyndeo Wealth Partners
Florida
$432K +$284 +2 +0.1%
SIC
1040
Sigma Investment Counselors
Michigan
$429K +$23.6K +166 +6%
DIM
1041
Delta Investment Management
California
$428K – – –
FAM
1042
Flaharty Asset Management
Florida
$428K – – –
PFA
1043
Pure Financial Advisors
California
$425K +$4.12K +29 +1%
MWM
1044
Maridea Wealth Management
New York
$425K +$431K +3,032 New
SAM
1045
Strategy Asset Managers
California
$424K +$4.26K +30 +1%
BCM
1046
Brookstone Capital Management
Illinois
$424K +$24.1K +170 +6%
PHIC
1047
Pine Haven Investment Counsel
Massachusetts
$424K -$76K -535 -15%
FFM
1048
Forum Financial Management
Illinois
$424K +$93.4K +658 +28%
MA
1049
Mutual Advisors
Nebraska
$423K +$10.4K +73 +3%
EA
1050
Emerald Advisors
Washington
$423K +$10.5K +74 +3%
40 41
42
43 44