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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1126
Drive Wealth Management
Utah
$250K +$241K +2,542 New
CT
1127
Colonial Trust
South Carolina
$250K +$37.6K +397 +19%
OWA
1128
Outlook Wealth Advisors
Texas
$249K +$4.07K +43 +2%
CAM
1129
Cidel Asset Management
Ontario, Canada
$249K +$31.5K +333 +15%
PWAM
1130
Private Wealth Asset Management
Iowa
$249K +$57.8K +611 +32%
WP
1131
Westmount Partners
California
$247K – – –
NQWM
1132
Northwest Quadrant Wealth Management
Oregon
$247K -$7.38K -78 -3%
HTC
1133
Haverford Trust Company
Pennsylvania
$246K -$18.2K -192 -7%
BCM
1134
Bayesian Capital Management
New York
$246K -$25K -264 -10%
JMFC
1135
J.M. Forbes & Co
Massachusetts
$246K +$10.8K +114 +5%
KA
1136
Klingman & Associates
New York
$246K +$236K +2,497 New
NPT
1137
Nixon Peabody Trust
Massachusetts
$245K +$236K +2,493 New
HIC
1138
Holderness Investments Company
North Carolina
$244K -$18.9K -200 -7%
WG
1139
Wellington Group
Indiana
$243K -$83.7K -885 -26%
CAAS
1140
Capital Asset Advisory Services
Michigan
$241K +$232K +2,456 New
RDWM
1141
Red Door Wealth Management
Tennessee
$240K -$23.5K -248 -9%
TBT
1142
Texas Bank & Trust
Texas
$240K -$14.2K -150 -6%
GP
1143
Guardian Partners
Canada
$240K – – –
FIM
1144
Fruth Investment Management
Texas
$240K – – –
RIA
1145
Richwood Investment Advisors
Ohio
$240K +$14.2K +150 +7%
TC
1146
Truvestments Capital
Florida
$239K – – –
VT
1147
Volterra Technologies
New York
$238K +$229K +2,419 New
KAM
1148
Knightsbridge Asset Management
California
$238K -$3.31K -35 -1%
CCP
1149
Cushing Capital Partners
Wisconsin
$237K -$22.9K -242 -9%
BCA
1150
Bay Colony Advisors
Massachusetts
$237K +$228K +2,413 New
44 45
46
47 48