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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1076
Ascent Wealth Partners
New York
$320K – – –
OCPWS
1077
One Charles Private Wealth Services
Massachusetts
$320K – – –
RGC
1078
Roberts, Glore & Co
Illinois
$319K +$6.96K +57 +2%
EA
1079
Emerald Advisors
Washington
$317K +$58.4K +478 +22%
First Manhattan
1080
First Manhattan
New York
$317K – – –
DLA
1081
Douglas Lane & Associates
New York
$315K -$39.6K -324 -11%
OWA
1082
Outlook Wealth Advisors
Texas
$314K +$49.2K +403 +18%
CWP
1083
Cyndeo Wealth Partners
Florida
$314K -$9.41K -77 -3%
RCM
1084
RB Capital Management
Nevada
$314K -$18.2K -149 -5%
HT
1085
Headlands Technologies
Illinois
$313K +$323K +2,642 New
DOA
1086
D'Orazio & Associates
Virginia
$312K +$33.8K +277 +12%
EWA
1087
EverSource Wealth Advisors
Alabama
$312K -$94.1K -770 -24%
TVM
1088
True Vision MN
Minnesota
$310K +$320K +2,616 New
FAFN
1089
First Affirmative Financial Network
Colorado
$309K +$71.5K +585 +29%
ANTB
1090
AMG National Trust Bank
Colorado
$308K +$318K +2,599 New
GWM
1091
Geneos Wealth Management
Colorado
$308K +$6.84K +56 +2%
SAM
1092
Strategy Asset Managers
California
$307K -$11.4K -93 -3%
PMSA
1093
Patrick M. Sweeney & Associates
Illinois
$304K +$122 +1 +0%
BAM
1094
Belpointe Asset Management
Nevada
$303K -$17.2K -141 -5%
BIM
1095
Baldwin Investment Management
Pennsylvania
$302K -$159K -1,300 -34%
CCB
1096
Country Club Bank
Missouri
$300K – – –
SWM
1097
SeaCrest Wealth Management
New York
$300K -$3.3K -27 -1%
SIG
1098
Sargent Investment Group
Maryland
$299K +$1.83K +15 +0.6%
FCG
1099
Fielder Capital Group
Tennessee
$299K -$11K -90 -3%
WB
1100
WesBanco Bank
West Virginia
$298K +$3.3K +27 +1%