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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1051
BlackDiamond Wealth Management
New York
$289K +$68.3K +600 +29%
SAM
1052
Strategy Asset Managers
California
$289K -$693K -6,093 -71%
IA
1053
Insight Advisors
Pennsylvania
$289K -$162K -1,426 -36%
BFW
1054
Brady Family Wealth
Missouri
$287K -$9.1K -80 -3%
CWM
1055
Cahaba Wealth Management
Georgia
$287K -$8.3K -73 -3%
PCM
1056
Prelude Capital Management
New York
$286K +$284K +2,496 New
CFGS
1057
Concourse Financial Group Securities
Alabama
$285K -$100K -881 -26%
TW
1058
Transform Wealth
Colorado
$285K -$8.76K -77 -3%
DL
1059
DOHJ LLC
Washington
$285K -$71K -624 -20%
ACM
1060
Advisors Capital Management
New Jersey
$284K +$14K +123 +5%
FIM
1061
Fruth Investment Management
Texas
$282K
SWM
1062
Stockman Wealth Management
Montana
$281K
SIG
1063
Sargent Investment Group
Maryland
$277K +$1.71K +15 +0.6%
JWWM
1064
Johnson & White Wealth Management
Pennsylvania
$277K +$275K +2,419 New
FL
1065
Fort LP
Maryland
$275K -$109K -958 -29%
CSPIA
1066
Cary Street Partners Investment Advisory
Virginia
$275K -$4.21K -37 -2%
OCG
1067
Opus Capital Group
Ohio
$274K -$3.98K -35 -1%
PIA
1068
Powell Investment Advisors
Florida
$274K +$114 +1 +0%
WA
1069
WBH Advisory
Maryland
$273K +$271K +2,385 New
AIM
1070
Aspen Investment Management
Michigan
$273K
PI
1071
Pettee Investors
Connecticut
$272K
OR
1072
Olympiad Research
Connecticut
$272K +$270K +2,374 New
CCP
1073
Cassia Capital Partners
North Carolina
$271K -$11K -97 -4%
CCIA
1074
Cherry Creek Investment Advisors
Colorado
$270K +$1.93K +17 +0.7%
EWA
1075
EverSource Wealth Advisors
Alabama
$270K +$49.3K +433 +23%