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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1101
Successful Portfolios
Florida
$431K +$147 +1 +0%
SAM
1102
Strategy Asset Managers
California
$431K -$34.6K -235 -8%
NQWM
1103
Northwest Quadrant Wealth Management
Oregon
$431K -$5.44K -37 -1%
VAM
1104
Verity Asset Management
North Carolina
$430K +$170K +1,153 +71%
DOA
1105
D'Orazio & Associates
Virginia
$428K +$17.5K +119 +4%
SPF
1106
South Plains Financial
Texas
$427K
DBRC
1107
D.B. Root & Company
Pennsylvania
$425K -$3.68K -25 -0.9%
TWM
1108
Trueblood Wealth Management
Ohio
$425K -$4.71K -32 -1%
AOWM
1109
Alpha Omega Wealth Management
Virginia
$421K -$7.35K -50 -2%
SFS
1110
Sowell Financial Services
Arkansas
$421K +$402K +2,730 New
IIA
1111
ICW Investment Advisors
Arizona
$417K +$2.06K +14 +0.5%
PAMG
1112
Patton Albertson Miller Group
Tennessee
$417K
AWP
1113
Ascent Wealth Partners
New York
$417K
OCPWS
1114
One Charles Private Wealth Services
Massachusetts
$416K
DLA
1115
Douglas Lane & Associates
New York
$414K +$4.71K +32 +1%
KIA
1116
KCM Investment Advisors
California
$413K -$36.8K -250 -9%
NFP
1117
NorthLanding Financial Partners
New York
$411K -$88.1K -599 -18%
MWM
1118
Mattern Wealth Management
Kansas
$410K -$34.1K -232 -8%
RGC
1119
Roberts, Glore & Co
Illinois
$409K
TPA
1120
Trivium Point Advisory
Connecticut
$408K -$882 -6 -0.2%
IB
1121
Intrust Bank
Kansas
$407K +$8.82K +60 +2%
AFT
1122
Alpha Family Trust
California
$407K +$71.3K +485 +23%
T. Rowe Price Investment Management
1123
T. Rowe Price Investment Management
Maryland
$406K +$387K +2,629 New
MG
1124
Mather Group
Illinois
$406K +$6.03K +41 +2%
AGP
1125
Autumn Glory Partners
Texas
$406K