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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1101
WealthPlan Investment Management
Nebraska
$274K +$265K +2,160 New
Birch Hill Investment Advisors
1102
Birch Hill Investment Advisors
Massachusetts
$273K – – –
CAM
1103
Cubic Asset Management
Massachusetts
$273K – – –
FCA
1104
FLC Capital Advisors
California
$273K – – –
HAIM
1105
Hunter Associates Investment Management
Pennsylvania
$273K – – –
PIM
1106
Provident Investment Management
Michigan
$273K – – –
SC
1107
Searle & Co
Connecticut
$273K – – –
SJL
1108
Shayne & Jacobs LLC
Tennessee
$273K – – –
SFWC
1109
Strategic Family Wealth Counselors
New Jersey
$273K – – –
MAG
1110
MRA Advisory Group
New Jersey
$272K -$10.7K -87 -4%
WP
1111
Wedgewood Partners
Missouri
$272K – – –
FNBOSM
1112
First National Bank of South Miami
Florida
$272K +$15K +122 +7%
BFPW
1113
BOK Financial Private Wealth
Colorado
$272K +$46.4K +378 +23%
Capital Wealth Planning
1114
Capital Wealth Planning
Florida
$272K +$244K +1,990 New
RFN
1115
RDA Financial Network
Iowa
$271K -$2.82K -23 -1%
BWP
1116
BSW Wealth Partners
Colorado
$270K +$243K +1,977 New
AFS
1117
Axiom Financial Strategies
Indiana
$269K -$3.81K -31 -1%
SAM
1118
SignalPoint Asset Management
Missouri
$269K +$246 +2 +0.1%
FBC
1119
Fairfield, Bush & Co
Connecticut
$269K +$242K +1,970 New
RIM
1120
Rockbridge Investment Management
New York
$269K +$49.1K +400 +26%
HRT Financial
1121
HRT Financial
New York
$268K -$11.4M -93,249 -98%
MWM
1122
Marietta Wealth Management
Georgia
$268K -$658K -5,361 -73%
HC
1123
HNP Capital
New York
$268K -$123 -1 -0.1%
VRM
1124
Vectors Research Management
New York
$268K -$123 -1 -0.1%
CAWM
1125
Capital Advisors Wealth Management
Washington
$268K – – –