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PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
1026
Kiley Juergens Wealth Management
Washington
$295K +$317K +3,200 New
PA
1027
Procyon Advisors
Connecticut
$294K -$112K -1,133 -26%
CI
1028
Cigna Investments
Connecticut
$294K – – –
IG
1029
IFS Group
Pennsylvania
$294K +$316K +3,191 New
MFC
1030
Mechanics Financial Corp
Ohio
$293K -$4.95K -50 -2%
LOWM
1031
Laurel Oak Wealth Management
New Jersey
$291K +$313K +3,161 New
SWM
1032
Sendero Wealth Management
Texas
$291K +$1.68K +17 +0.5%
CCMG
1033
Clark Capital Management Group
Pennsylvania
$291K -$20.4K -206 -6%
AA
1034
Aufman Associates
Pennsylvania
$291K – – –
PFGIA
1035
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$312K +3,152 New
FFA
1036
Founders Financial Alliance
North Carolina
$290K +$93K +940 +43%
PWP
1037
Principle Wealth Partners
Connecticut
$289K – – –
TWP
1038
Tyche Wealth Partners
Texas
$287K +$99 +1 +0%
CFB
1039
Cullen/Frost Bankers
Texas
$286K +$6.83K +69 +2%
VF
1040
Vest Financial
Virginia
$286K +$68.7K +694 +29%
MHC
1041
Meyer Handelman Company
New York
$286K – – –
DIM
1042
Delta Investment Management
California
$284K +$396 +4 +0.1%
RBFC
1043
Roman Butler Fullerton & Co
Missouri
$282K +$693 +7 +0.2%
GWP
1044
Gateway Wealth Partners
Wisconsin
$282K +$303K +3,060 New
PVI
1045
Pine Valley Investments
New Jersey
$281K +$46.8K +473 +18%
TT
1046
TI-Trust
Illinois
$279K – – –
DBRC
1047
D.B. Root & Company
Pennsylvania
$279K +$29.6K +299 +11%
WC
1048
Wynn Capital
Georgia
$279K -$27.7K -280 -8%
BPW
1049
Bingham Private Wealth
California
$278K +$299K +3,023 New
SBFM
1050
S-Bank Fund Management
Finland
$277K -$11.1K -112 -4%
40 41
42
43 44