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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1051
Claro Advisors
Massachusetts
$459K -$766K -5,087 -62%
CWM
1052
Challenger Wealth Management
California
$457K +$2.11K +14 +0.4%
SWM
1053
Sendero Wealth Management
Texas
$457K – – –
PWP
1054
Principle Wealth Partners
Connecticut
$457K +$473K +3,141 New
MCWS
1055
McKinley Carter Wealth Services
West Virginia
$454K – – –
HTIM
1056
Harbour Trust & Investment Management
Indiana
$452K +$1.96K +13 +0.4%
QFW
1057
QTR Family Wealth
Florida
$452K +$11.6K +77 +3%
MHC
1058
Meyer Handelman Company
New York
$451K – – –
WB
1059
WesBanco Bank
West Virginia
$451K +$171K +1,137 +58%
BFO
1060
Biltmore Family Office
North Carolina
$451K – – –
PIM
1061
Penobscot Investment Management
Massachusetts
$447K +$21.8K +145 +5%
DIM
1062
Delta Investment Management
California
$445K – – –
AFA
1063
AA Financial Advisors
Ohio
$443K – – –
SWP
1064
Summit Wealth Partners
Florida
$440K – – –
FAM
1065
Flaharty Asset Management
Florida
$440K +$25.9K +172 +6%
RDWM
1066
Red Door Wealth Management
Tennessee
$438K +$117K +775 +35%
RBC
1067
Romano Brothers & Co
Illinois
$437K -$20K -133 -4%
BTI
1068
Blue Trust Inc
Georgia
$437K +$99.8K +663 +28%
CAM
1069
Close Asset Management
United Kingdom
$436K – – –
CCAM
1070
Cascades Capital Asset Management
North Carolina
$436K +$3.16K +21 +0.7%
CFP
1071
Catalyst Financial Partners
Massachusetts
$434K +$11.6K +77 +3%
AFG
1072
Allegheny Financial Group
Pennsylvania
$432K +$753 +5 +0.2%
KFA
1073
Krane Funds Advisors
New York
$431K -$10.8K -72 -2%
AAM
1074
Aureus Asset Management
Massachusetts
$431K – – –
MKC
1075
M. Kraus & Co
Vermont
$431K -$1.51K -10 -0.3%
41 42
43
44 45