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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
1101
Sloy Dahl & Holst
Washington
$239K – – –
MIM
1102
Moseley Investment Management
Florida
$239K +$754 +6 +0.3%
TWM
1103
Titus Wealth Management
California
$239K +$20.3K +162 +8%
FLI
1104
Family Legacy Inc
South Carolina
$238K -$15.7K -125 -6%
BB
1105
Busey Bank
Illinois
$236K -$18.6K -148 -7%
ISWM
1106
Independent Solutions Wealth Management
New York
$234K +$258K +2,055 New
LFAS
1107
Level Four Advisory Services
Texas
$234K -$62K -494 -19%
CWM
1108
Cabot Wealth Management
Massachusetts
$234K -$20.1K -160 -7%
WGAM
1109
Wilkinson Global Asset Management
New York
$234K – – –
AWM
1110
Atticus Wealth Management
Florida
$233K +$37.7K +300 +17%
AWM
1111
Aries Wealth Management
Maine
$232K +$256K +2,039 New
FPCP
1112
Fort Point Capital Partners
California
$231K +$2.01K +16 +0.8%
AIP
1113
Almanack Investment Partners
Pennsylvania
$230K -$18.2K -145 -7%
CAM
1114
CenterStar Asset Management
Illinois
$230K – – –
GA
1115
Geller Advisors
New York
$230K +$1.13K +9 +0.4%
SFWC
1116
Strategic Family Wealth Counselors
New Jersey
$229K +$1.13K +9 +0.5%
VCM
1117
Vivaldi Capital Management
Illinois
$228K -$251 -2 -0.1%
BHIA
1118
Birch Hill Investment Advisors
Massachusetts
$228K – – –
CAM
1119
Cubic Asset Management
Massachusetts
$228K – – –
FCA
1120
FLC Capital Advisors
California
$228K – – –
SC
1121
Searle & Co
Connecticut
$228K – – –
SJL
1122
Shayne & Jacobs LLC
Tennessee
$228K – – –
DWM
1123
Dorchester Wealth Management
Quebec, Canada
$228K +$251K +2,000 New
PIM
1124
Provident Investment Management
Michigan
$227K – – –
WP
1125
Wedgewood Partners
Missouri
$227K – – –
43 44
45
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