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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1101
Essex Financial Services
Connecticut
$251K -$3.87K -34 -2%
SAM
1102
Silvercrest Asset Management
New York
$250K -$18.2K -160 -7%
SWK
1103
Stephen W. Kidder
$249K
KFP
1104
KB Financial Partners
New Jersey
$249K +$32.1K +282 +15%
WP
1105
WealthPLAN Partners
Nebraska
$247K -$56.8K -499 -19%
SIM
1106
Sentry Investment Management
Wisconsin
$247K +$4.89K +43 +2%
CB
1107
Cadence Bank
Mississippi
$247K -$11.6K -102 -5%
GA
1108
Geller Advisors
New York
$247K +$7.39K +65 +3%
OC
1109
Oakworth Capital
Alabama
$246K -$1.71K -15 -0.7%
LFG
1110
Lockerman Financial Group
California
$245K
ISL
1111
Ingalls & Snyder LLC
New York
$244K +$22K +193 +10%
SFO
1112
Stokes Family Office
Louisiana
$244K +$242K +2,127 New
BFA
1113
Beaumont Financial Advisors
Massachusetts
$244K
MIM
1114
Moseley Investment Management
Florida
$243K +$796 +7 +0.3%
SCM
1115
Silvant Capital Management
Georgia
$242K
PWMG
1116
Pinnacle Wealth Management Group
Michigan
$241K
LOAMS
1117
Lombard Odier Asset Management (Switzerland)
Switzerland
$241K +$239K +2,102 New
SA
1118
Syntax Advisors
New York
$241K +$22.3K +196 +10%
VCG
1119
Vantage Consulting Group
Virginia
$241K +$22.3K +196 +10%
SDH
1120
Sloy Dahl & Holst
Washington
$241K
PCA
1121
Pallas Capital Advisors
Massachusetts
$240K -$2.05K -18 -0.8%
FCA
1122
FLC Capital Advisors
California
$239K
EA
1123
Emerald Advisors
Washington
$238K +$9.56K +84 +4%
KWM
1124
KFG Wealth Management
Indiana
$238K +$248K +2,177 New
LNB
1125
Ledyard National Bank
$238K -$19.9K -175 -8%