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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1051
Colonial Trust
South Carolina
$295K +$326K +2,628 New
JWWM
1052
Johnson & White Wealth Management
Pennsylvania
$295K +$326K +2,628 New
QIM
1053
Quantitative Investment Management
Virginia
$295K +$327K +2,637 New
TW
1054
Transform Wealth
Colorado
$294K -$211K -1,705 -39%
ER
1055
Enlightenment Research
Florida
$292K +$322K +2,600 New
SIC
1056
Sterling Investment Counsel
New York
$291K +$322K +2,600 New
RIA
1057
Richwood Investment Advisors
Ohio
$288K – – –
AMG National Trust Bank
1058
AMG National Trust Bank
Colorado
$288K +$319K +2,571 New
PIA
1059
Powell Investment Advisors
Florida
$285K +$248 +2 +0.1%
ZF
1060
Zhang Financial
Michigan
$285K +$5.21K +42 +2%
OCG
1061
Opus Capital Group
Ohio
$283K – – –
AR
1062
Apeiron RIA
Texas
$282K – – –
BCM
1063
Brown Capital Management
Maryland
$282K – – –
Silvercrest Asset Management
1064
Silvercrest Asset Management
New York
$282K – – –
GWSG
1065
GPS Wealth Strategies Group
Colorado
$281K – – –
WR
1066
WD Rutherford
Oregon
$281K – – –
MHS
1067
M Holdings Securities
Oregon
$279K -$67.7K -546 -18%
WesBanco Bank
1068
WesBanco Bank
West Virginia
$279K -$1.11K -9 -0.4%
ZCA
1069
Zeke Capital Advisors
Pennsylvania
$279K +$124 +1 +0%
MIM
1070
MTM Investment Management
South Carolina
$278K +$51.1K +412 +20%
FIM
1071
Fruth Investment Management
Texas
$277K – – –
SIG
1072
Sargent Investment Group
Maryland
$276K – – –
CCP
1073
Cassia Capital Partners
North Carolina
$276K +$17.5K +141 +6%
Pallas Capital Advisors
1074
Pallas Capital Advisors
Massachusetts
$273K -$1.36K -11 -0.5%
GL
1075
Graypoint LLC
New York
$271K +$64.2K +518 +27%