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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1101
Verity Asset Management
North Carolina
$249K +$275K +2,222 New
EFS
1102
Essex Financial Services
Connecticut
$249K +$2.97K +24 +1%
CIM
1103
Chiron Investment Management
New York
$249K +$275K +2,216 New
RCM
1104
RB Capital Management
Nevada
$246K +$272K +2,194 New
SIM
1105
Sentry Investment Management
Wisconsin
$245K – – –
AG
1106
AlphaSimPlex Group
Massachusetts
$244K – – –
SWK
1107
Stephen W. Kidder
$244K – – –
SIA
1108
SkyView Investment Advisors
New Jersey
$244K +$31.4K +253 +13%
FFA
1109
First Foundation Advisors
California
$243K -$30.1K -243 -10%
WCA
1110
Waypoint Capital Advisors
Minnesota
$241K -$19.3K -156 -7%
AWM
1111
Aries Wealth Management
Maine
$241K – – –
ZCM
1112
Ziegler Capital Management
Illinois
$241K – – –
AFS
1113
Axiom Financial Strategies
Indiana
$240K +$1.36K +11 +0.5%
IAIM
1114
International Assets Investment Management
Florida
$240K +$2.73K +22 +1%
GA
1115
Geller Advisors
New York
$240K +$15.6K +126 +6%
LFG
1116
Lockerman Financial Group
California
$240K +$265K +2,140 New
CSB
1117
City State Bank
Iowa
$238K – – –
SCM
1118
Silvant Capital Management
Georgia
$237K – – –
IA
1119
IFP Advisors
Florida
$237K +$71K +573 +12%
PWMG
1120
Pinnacle Wealth Management Group
Michigan
$236K -$35.6K -287 -12%
OC
1121
Oakworth Capital
Alabama
$236K – – –
SDH
1122
Sloy Dahl & Holst
Washington
$236K – – –
MIM
1123
Moseley Investment Management
Florida
$236K +$744 +6 +0.3%
MWA
1124
Motive Wealth Advisors
Michigan
$235K -$81.8K -660 -24%
FCA
1125
FLC Capital Advisors
California
$234K +$11K +89 +4%
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