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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Mattern Wealth Management
Kansas
$405K -$16.2K -114 -4%
CWM
1077
Cornerstone Wealth Management
Missouri
$405K -$3.98K -28 -1%
JMFC
1078
J.M. Forbes & Co
Massachusetts
$404K – – –
CFP
1079
Catalyst Financial Partners
Massachusetts
$404K -$11.6K -82 -3%
ABC
1080
Associated Banc-Corp
Wisconsin
$402K -$80.7K -568 -17%
MIM
1081
MTM Investment Management
South Carolina
$402K +$2.27K +16 +0.6%
NHT
1082
New Hampshire Trust
New Hampshire
$400K -$8.52K -60 -2%
CI
1083
CX Institutional
Indiana
$399K -$3.83K -27 -0.9%
FHC
1084
First Heartland Consultants
Missouri
$399K +$3.27K +23 +0.8%
AG
1085
AlTi Global
New York
$397K +$402K +2,831 New
NQWM
1086
Northwest Quadrant Wealth Management
Oregon
$396K +$2.13K +15 +0.5%
MPIA
1087
Mountain Pacific Investment Advisers
Idaho
$396K – – –
AF
1088
Arrow Financial
New York
$395K -$8.38K -59 -2%
HWA
1089
Heritage Wealth Advisors
Virginia
$394K -$15.5K -109 -4%
ORG
1090
Optimist Retirement Group
Washington
$394K -$85.2K -600 -18%
GA
1091
Geller Advisors
New York
$394K +$7.67K +54 +2%
SP
1092
Successful Portfolios
Florida
$392K -$8.66K -61 -2%
TWM
1093
Trueblood Wealth Management
Ohio
$391K – – –
AOWM
1094
Alpha Omega Wealth Management
Virginia
$390K – – –
DBRC
1095
D.B. Root & Company
Pennsylvania
$390K +$1.56K +11 +0.4%
SPF
1096
South Plains Financial
Texas
$388K +$393K +2,765 New
AWM
1097
Aprio Wealth Management
Georgia
$381K +$147K +1,038 +62%
GWM
1098
Geneos Wealth Management
Colorado
$381K -$2.98K -21 -0.8%
PAMG
1099
Patton Albertson Miller Group
Tennessee
$379K – – –
AWP
1100
Ascent Wealth Partners
New York
$379K – – –
42 43
44
45 46