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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1051
Aspen Investment Management
Michigan
$273K – – –
BAS
1052
Brown Advisory Securities
Maryland
$273K – – –
PI
1053
Pettee Investors
Connecticut
$270K – – –
SIC
1054
Schwartz Investment Counsel
Michigan
$269K – – –
BWP
1055
BSW Wealth Partners
Colorado
$269K +$48.6K +387 +20%
OWM
1056
OneAscent Wealth Management
Alabama
$269K +$297K +2,361 New
LIM
1057
Loudon Investment Management
New Hampshire
$268K -$3.01K -24 -1%
AA
1058
Aufman Associates
Pennsylvania
$268K – – –
ST
1059
Smithfield Trust
Pennsylvania
$268K – – –
OFS
1060
OneAscent Financial Services
Alabama
$267K +$295K +2,346 New
PPW
1061
Pinnacle Private Wealth
Massachusetts
$265K -$27.6K -220 -9%
AWM
1062
Aberdeen Wealth Management
Illinois
$265K -$6.03K -48 -2%
OWA
1063
One Wealth Advisors
California
$265K -$754 -6 -0.3%
CCP
1064
Cassia Capital Partners
North Carolina
$264K – – –
SIC
1065
Sigma Investment Counselors
Michigan
$264K – – –
SWM
1066
Stockman Wealth Management
Montana
$263K – – –
CCIA
1067
Cherry Creek Investment Advisors
Colorado
$263K +$1.88K +15 +0.7%
NME
1068
Notis-McConarty Edward
$262K -$25.1K -200 -8%
SFS
1069
Strategic Financial Services
New York
$262K -$6.03K -48 -2%
WCA
1070
Waypoint Capital Advisors
Minnesota
$262K +$1.38K +11 +0.5%
CFG
1071
Cooper Financial Group
California
$262K +$29.9K +238 +12%
ETC
1072
Exchange Traded Concepts
Oklahoma
$261K -$72K -573 -20%
JCM
1073
Jacobi Capital Management
Pennsylvania
$261K +$1.13K +9 +0.4%
FWP
1074
FAS Wealth Partners
Kansas
$261K +$79.9K +636 +38%
BFAG
1075
Blackston Financial Advisory Group
Florida
$260K +$6.28K +50 +2%
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43
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