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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1076
Chase Investment Counsel
Virginia
$327K -$42.7K -365 -11%
SIC
1077
Sterling Investment Counsel
New York
$324K +$270K +2,310 New
RWFS
1078
Rayburn West Financial Services
Tennessee
$323K +$336K +2,875 New
WAS
1079
Westco Advisory Services
New York
$322K +$336K +2,871 New
LIM
1080
Longfellow Investment Management
Massachusetts
$322K +$333K +2,844 +12,365%
DWT
1081
Dorsey & Whitney Trust
South Dakota
$321K -$37.2K -318 -10%
CS
1082
Cannell & Spears
New York
$320K -$2.34K -20 -0.7%
PW
1083
PUREfi Wealth
Massachusetts
$319K +$6.67K +57 +2%
MPIA
1084
Mountain Pacific Investment Advisers
Idaho
$317K
FWP
1085
Fiduciary Wealth Partners
Massachusetts
$317K -$1.4K -12 -0.4%
MKC
1086
M. Kraus & Co
Vermont
$317K -$12.9K -110 -4%
NFP
1087
NorthLanding Financial Partners
New York
$316K +$17.6K +150 +6%
FFP
1088
FourThought Financial Partners
Florida
$316K +$4.21K +36 +1%
MAM
1089
MWA Asset Management
Massachusetts
$316K -$198K -1,690 -38%
MMM
1090
Mendel Money Management
Illinois
$314K -$146K -1,250 -31%
AFA
1091
AA Financial Advisors
Ohio
$313K +$5.97K +51 +2%
BWM
1092
Baron Wealth Management
Michigan
$313K -$96K -820 -23%
SFS
1093
Security Financial Services
Indiana
$313K -$17.6K -150 -5%
IAS
1094
Insigneo Advisory Services
Florida
$313K +$36.5K +312 +13%
LGF
1095
LGT Group Foundation
Liechtenstein
$312K +$34.5K +295 +12%
KFI
1096
Key Financial Inc
Pennsylvania
$311K -$52.1K -445 -14%
CFP
1097
Catalyst Financial Partners
Massachusetts
$310K -$37.7K -322 -10%
SPF
1098
South Plains Financial
Texas
$310K
PMSA
1099
Patrick M. Sweeney & Associates
Illinois
$309K +$15.9K +136 +5%
SP
1100
Successful Portfolios
Florida
$309K -$8.66K -74 -3%