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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
1076
San Luis Wealth Advisors
California
$384K +$420K +3,030 New
SWP
1077
Summit Wealth Partners
Florida
$384K
FAM
1078
Flaharty Asset Management
Florida
$383K
CCAM
1079
Cascades Capital Asset Management
North Carolina
$383K +$3.19K +23 +0.8%
RBC
1080
Romano Brothers & Co
Illinois
$381K
SA
1081
SRH Advisors
Kansas
$380K -$23.2K -167 -5%
CAM
1082
Close Asset Management
United Kingdom
$380K
ABC
1083
Associated Banc-Corp
Wisconsin
$380K +$9.71K +70 +2%
CFB
1084
Cullen/Frost Bankers
Texas
$380K +$65.1K +469 +19%
SL
1085
SWMG LLC
Texas
$377K +$110K +790 +35%
AFG
1086
Allegheny Financial Group
Pennsylvania
$377K +$277 +2 +0.1%
AAM
1087
Aureus Asset Management
Massachusetts
$376K
BFS
1088
Beacon Financial Strategies
North Carolina
$375K
QFW
1089
QTR Family Wealth
Florida
$374K -$21.2K -153 -5%
Lazard Asset Management
1090
Lazard Asset Management
New York
$374K -$2.12M -15,305 -84%
CCM
1091
Carderock Capital Management
Maryland
$374K
SFS
1092
Security Financial Services
Indiana
$373K +$24K +173 +6%
KFA
1093
Krane Funds Advisors
New York
$372K -$2.08K -15 -0.5%
MKC
1094
M. Kraus & Co
Vermont
$372K -$4.16K -30 -1%
FIA
1095
Foundations Investment Advisors
Arizona
$371K +$2.64K +19 +0.7%
RIM
1096
RW Investment Management
Idaho
$371K
TWC
1097
TD Waterhouse Canada
Ontario, Canada
$367K -$213K -1,536 -34%
CAM
1098
Chesapeake Asset Management
New York
$367K -$5.13K -37 -1%
CA
1099
Claro Advisors
Massachusetts
$367K -$35.8K -258 -8%
JMFC
1100
J.M. Forbes & Co
Massachusetts
$366K