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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1101
Sentry Investment Management
Wisconsin
$241K – – –
MIM
1102
Moseley Investment Management
Florida
$240K +$3.39K +31 +1%
BFA
1103
Beaumont Financial Advisors
Massachusetts
$240K +$2.41K +22 +1%
P
1104
Pitcairn
Pennsylvania
$240K -$165K -1,508 -41%
LFG
1105
Lockerman Financial Group
California
$239K – – –
TW
1106
Transform Wealth
Colorado
$236K -$41K -375 -15%
SCM
1107
Silvant Capital Management
Georgia
$236K – – –
PWMG
1108
Pinnacle Wealth Management Group
Michigan
$236K – – –
SDH
1109
Sloy Dahl & Holst
Washington
$235K – – –
VP
1110
Verum Partners
North Carolina
$234K +$229K +2,094 New
CSB
1111
City State Bank
Iowa
$234K +$2.73K +25 +1%
FCA
1112
FLC Capital Advisors
California
$234K – – –
CB
1113
Cadence Bank
Mississippi
$232K -$9.19K -84 -4%
VWM
1114
Vigilare Wealth Management
Arizona
$231K +$328 +3 +0.1%
ISL
1115
Ingalls & Snyder LLC
New York
$230K -$7.44K -68 -3%
C
1116
Covestor
United Kingdom
$230K +$15.3K +140 +7%
FLI
1117
Family Legacy Inc
South Carolina
$230K -$1.64K -15 -0.7%
SB
1118
Sunflower Bank
Texas
$229K +$7.76K +71 +4%
LNB
1119
Ledyard National Bank
$228K -$3.83K -35 -2%
AWM
1120
Aries Wealth Management
Maine
$228K – – –
LFA
1121
LGT Financial Advisors
Texas
$228K +$1.42K +13 +0.6%
AGP
1122
Autumn Glory Partners
Texas
$228K +$223K +2,035 New
SFWC
1123
Strategic Family Wealth Counselors
New Jersey
$225K – – –
PVI
1124
Pine Valley Investments
New Jersey
$225K +$656 +6 +0.3%
SAM
1125
Smithbridge Asset Management
Pennsylvania
$224K -$148K -1,350 -40%
43 44
45
46 47