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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1051
Kingswood Wealth Advisors
California
$318K +$316K +2,668 New
PCH
1052
PGIM Custom Harvest
New Jersey
$318K -$11.6K -98 -4%
CWM
1053
Cornerstone Wealth Management
Missouri
$317K -$47.4K -400 -13%
BIM
1054
Bridgecreek Investment Management
Oklahoma
$314K – – –
BFAG
1055
Blackston Financial Advisory Group
Florida
$312K -$14K -118 -4%
MAG
1056
M3 Advisory Group
Massachusetts
$311K +$310K +2,614 New
ACM
1057
Advisors Capital Management
New Jersey
$311K +$19.2K +162 +7%
WAM
1058
WNY Asset Management
New York
$310K -$592 -5 -0.2%
FCG
1059
Fielder Capital Group
Tennessee
$310K +$309K +2,605 New
PMSA
1060
Patrick M. Sweeney & Associates
Illinois
$305K +$304K +2,562 New
CCB
1061
Country Club Bank
Missouri
$305K – – –
OC
1062
Oarsman Capital
Wisconsin
$304K -$11.3K -95 -4%
BWM
1063
BlackDiamond Wealth Management
New York
$303K -$41K -346 -12%
NL
1064
Navalign LLC
California
$303K -$110K -928 -27%
FM
1065
Foster & Motley
Ohio
$301K -$128K -1,080 -30%
NPT
1066
Nixon Peabody Trust
Massachusetts
$301K +$299K +2,525 New
SCM
1067
Stevens Capital Management
Pennsylvania
$300K +$299K +2,521 New
SAM
1068
Silvercrest Asset Management
New York
$298K – – –
LCWP
1069
Legacy Capital Wealth Partners
Arkansas
$297K +$34.1K +288 +13%
SIG
1070
Sargent Investment Group
Maryland
$297K -$1.78K -15 -0.6%
WP
1071
Westmount Partners
California
$296K – – –
FFM
1072
Forum Financial Management
Illinois
$296K -$97.6K -824 -25%
KCM
1073
Kathmere Capital Management
Pennsylvania
$294K -$16.7K -141 -5%
LSAG
1074
Lake Street Advisors Group
New Hampshire
$294K +$293K +2,469 New
VI
1075
Versor Investments
New York
$294K -$1.38M -11,647 -83%
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