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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1051
Gray Wealth Management
Maine
$280K +$126 +1 +0%
FFA
1052
First Foundation Advisors
California
$274K -$14.8K -118 -5%
BWM
1053
BlackDiamond Wealth Management
New York
$274K +$8.67K +69 +3%
CBN
1054
Cadence Bank NA
Texas
$274K +$12.9K +103 +4%
PWMG
1055
Pinnacle Wealth Management Group
Michigan
$273K -$33K -263 -10%
AIM
1056
Aspen Investment Management
Michigan
$273K – – –
BAS
1057
Brown Advisory Securities
Maryland
$273K – – –
PI
1058
Pettee Investors
Connecticut
$270K – – –
SIC
1059
Schwartz Investment Counsel
Michigan
$269K – – –
BWP
1060
BSW Wealth Partners
Colorado
$269K +$48.6K +387 +20%
OWM
1061
OneAscent Wealth Management
Alabama
$269K +$297K +2,361 New
LIM
1062
Loudon Investment Management
New Hampshire
$268K -$3.01K -24 -1%
AA
1063
Aufman Associates
Pennsylvania
$268K – – –
ST
1064
Smithfield Trust
Pennsylvania
$268K – – –
OFS
1065
OneAscent Financial Services
Alabama
$267K +$295K +2,346 New
PPW
1066
Pinnacle Private Wealth
Massachusetts
$265K -$27.6K -220 -9%
AWM
1067
Aberdeen Wealth Management
Illinois
$265K -$6.03K -48 -2%
OWA
1068
One Wealth Advisors
California
$265K -$754 -6 -0.3%
CCP
1069
Cassia Capital Partners
North Carolina
$264K – – –
SIC
1070
Sigma Investment Counselors
Michigan
$264K – – –
SWM
1071
Stockman Wealth Management
Montana
$263K – – –
CCIA
1072
Cherry Creek Investment Advisors
Colorado
$263K +$1.88K +15 +0.7%
NME
1073
Notis-McConarty Edward
$262K -$25.1K -200 -8%
SFS
1074
Strategic Financial Services
New York
$262K -$6.03K -48 -2%
WCA
1075
Waypoint Capital Advisors
Minnesota
$262K +$1.38K +11 +0.5%
41 42
43
44 45