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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1101
International Assets Investment Management
Florida
$241K +$23K +183 +9%
SCM
1102
Silvant Capital Management
Georgia
$240K – – –
PBO
1103
Peoples Bank (Ohio)
Ohio
$240K +$4.4K +35 +2%
MIM
1104
MTM Investment Management
South Carolina
$240K +$41.4K +330 +19%
ATC
1105
Argent Trust Co
Tennessee
$239K -$20.6K -164 -7%
OC
1106
Oakworth Capital
Alabama
$239K – – –
SDH
1107
Sloy Dahl & Holst
Washington
$239K – – –
MIM
1108
Moseley Investment Management
Florida
$239K +$754 +6 +0.3%
TWM
1109
Titus Wealth Management
California
$239K +$20.3K +162 +8%
FLI
1110
Family Legacy Inc
South Carolina
$238K -$15.7K -125 -6%
BB
1111
Busey Bank
Illinois
$236K -$18.6K -148 -7%
ISWM
1112
Independent Solutions Wealth Management
New York
$234K +$258K +2,055 New
LFAS
1113
Level Four Advisory Services
Texas
$234K -$62K -494 -19%
CWM
1114
Cabot Wealth Management
Massachusetts
$234K -$20.1K -160 -7%
WGAM
1115
Wilkinson Global Asset Management
New York
$234K – – –
AWM
1116
Atticus Wealth Management
Florida
$233K +$37.7K +300 +17%
AWM
1117
Aries Wealth Management
Maine
$232K +$256K +2,039 New
FPCP
1118
Fort Point Capital Partners
California
$231K +$2.01K +16 +0.8%
AIP
1119
Almanack Investment Partners
Pennsylvania
$230K -$18.2K -145 -7%
CAM
1120
CenterStar Asset Management
Illinois
$230K – – –
GA
1121
Geller Advisors
New York
$230K +$1.13K +9 +0.4%
SFWC
1122
Strategic Family Wealth Counselors
New Jersey
$229K +$1.13K +9 +0.5%
VCM
1123
Vivaldi Capital Management
Illinois
$228K -$251 -2 -0.1%
BHIA
1124
Birch Hill Investment Advisors
Massachusetts
$228K – – –
CAM
1125
Cubic Asset Management
Massachusetts
$228K – – –