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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1101
Silvercrest Asset Management
New York
$296K – – –
AO
1102
Advisor OS
Illinois
$295K -$20.9K -171 -6%
OC
1103
Oarsman Capital
Wisconsin
$293K -$12.2K -100 -4%
FMP
1104
Financial Management Professionals
Texas
$293K +$31.5K +258 +12%
OAS
1105
Optivise Advisory Services
Tennessee
$293K +$302K +2,468 New
CPC
1106
Consolidated Planning Corp
Georgia
$291K – – –
LGF
1107
LGT Group Foundation
Liechtenstein
$291K +$300K +2,458 New
BB
1108
Berkshire Bank
Massachusetts
$291K +$44.2K +362 +17%
WP
1109
Westmount Partners
California
$291K – – –
FIM
1110
Fruth Investment Management
Texas
$291K – – –
CCIA
1111
Cherry Creek Investment Advisors
Colorado
$290K +$2.44K +20 +0.8%
OL
1112
Optas LLC
Texas
$289K +$16.4K +134 +6%
SAM
1113
SP Asset Management
California
$289K +$298K +2,435 New
SIC
1114
Sterling Investment Counsel
New York
$288K – – –
SFA
1115
Seneca Financial Advisors
New York
$288K -$390K -3,195 -57%
BFA
1116
Beaumont Financial Advisors
Massachusetts
$283K +$5.38K +44 +2%
PI
1117
Pettee Investors
Connecticut
$282K – – –
SMA
1118
Sage Mountain Advisors
Georgia
$281K +$29K +237 +11%
FFM
1119
Forum Financial Management
Illinois
$280K +$244 +2 +0.1%
JSW
1120
Journey Strategic Wealth
New Jersey
$280K +$288K +2,360 New
FA
1121
Fiducient Advisors
Illinois
$279K +$288K +2,354 New
AA
1122
Aufman Associates
Pennsylvania
$279K – – –
LIM
1123
Loudon Investment Management
New Hampshire
$279K – – –
AWM
1124
Aberdeen Wealth Management
Illinois
$279K +$367 +3 +0.1%
ACG
1125
Allen Capital Group
Nebraska
$278K +$287K +2,348 New
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