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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1101
Boston Financial Management
Massachusetts
$257K +$260K +2,221 New
EFS
1102
Essex Financial Services
Connecticut
$256K -$117 -1 -0%
PEA
1103
Park Edge Advisors
Ohio
$255K +$259K +2,210 New
SB
1104
Sunflower Bank
Texas
$253K -$6.55K -56 -2%
SWK
1105
Stephen W. Kidder
$251K – – –
CI
1106
CX Institutional
Indiana
$251K +$254K +2,173 New
OC
1107
Oakworth Capital
Alabama
$250K +$7.61K +65 +3%
LFG
1108
Lockerman Financial Group
California
$247K – – –
BFA
1109
Beaumont Financial Advisors
Massachusetts
$246K -$487K -4,158 -66%
CSB
1110
City State Bank
Iowa
$245K – – –
HFM
1111
Harvest Fund Management
China
$245K +$50.9K +435 +26%
SIM
1112
Sentry Investment Management
Wisconsin
$244K -$8.66K -74 -3%
MIM
1113
Moseley Investment Management
Florida
$244K +$702 +6 +0.3%
BWM
1114
BlackDiamond Wealth Management
New York
$244K -$21.1K -180 -8%
SCM
1115
Silvant Capital Management
Georgia
$244K – – –
PWMG
1116
Pinnacle Wealth Management Group
Michigan
$243K – – –
SDH
1117
Sloy Dahl & Holst
Washington
$243K – – –
DMBA
1118
Deseret Mutual Benefit Administrators
Utah
$242K -$202K -1,723 -45%
FCA
1119
FLC Capital Advisors
California
$241K – – –
GA
1120
Geller Advisors
New York
$241K -$6.55K -56 -3%
EWM
1121
Executive Wealth Management
Michigan
$239K +$213K +1,823 +747%
IAIM
1122
International Assets Investment Management
Florida
$238K -$9.36K -80 -4%
VWM
1123
Vigilare Wealth Management
Arizona
$238K +$351 +3 +0.1%
VCM
1124
Vivaldi Capital Management
Illinois
$238K +$1.99K +17 +0.8%
ISWM
1125
Independent Solutions Wealth Management
New York
$237K – – –
43 44
45
46 47