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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1051
Stockman Wealth Management
Montana
$315K -$5.32K -43 -2%
WP
1052
WealthPLAN Partners
Nebraska
$315K -$2.84K -23 -0.9%
CCIA
1053
Cherry Creek Investment Advisors
Colorado
$312K +$1.48K +12 +0.5%
HIP
1054
HUB Investment Partners
Texas
$311K +$124 +1 +0%
WCA
1055
Waypoint Capital Advisors
Minnesota
$311K +$282K +2,280 New
JCM
1056
Jacobi Capital Management
Pennsylvania
$310K +$10.8K +87 +4%
CCP
1057
Cassia Capital Partners
North Carolina
$309K +$280K +2,262 New
CSB
1058
City State Bank
Iowa
$309K +$280K +2,263 New
ATC
1059
Argent Trust Co
Tennessee
$308K -$14.3K -116 -5%
ST
1060
Spinnaker Trust
Maine
$307K -$9.27K -75 -3%
LFAS
1061
Level Four Advisory Services
Texas
$307K +$278K +2,251 New
WTA
1062
Washington Trust Advisors
Massachusetts
$306K +$277K +2,244 New
IFG
1063
Investors Financial Group
Minnesota
$303K -$1.61K -13 -0.6%
BP
1064
Ballentine Partners
Massachusetts
$303K +$274K +2,217 New
XS
1065
XR Securities
Illinois
$303K +$274K +2,219 New
CWM
1066
Cabot Wealth Management
Massachusetts
$302K – – –
MFW
1067
Meristem Family Wealth
Minnesota
$302K – – –
BRWM
1068
B. Riley Wealth Management
Tennessee
$302K +$4.08K +33 +2%
BWM
1069
BlackDiamond Wealth Management
New York
$301K +$272K +2,204 New
AIP
1070
Almanack Investment Partners
Pennsylvania
$300K – – –
EN1L
1071
Engine No 1 LLC
California
$300K +$272K +2,198 New
CWM
1072
Cahaba Wealth Management
Georgia
$298K +$10K +81 +4%
AG
1073
AlphaSimPlex Group
Massachusetts
$296K -$98.5K -797 -27%
BFM
1074
Boston Financial Management
Massachusetts
$296K +$268K +2,170 New
FLI
1075
Family Legacy Inc
South Carolina
$294K -$19.2K -155 -6%
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43
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