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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1126
Regent Peak Wealth Advisors
Georgia
$237K +$8.89K +76 +4%
WGAM
1127
Wilkinson Global Asset Management
New York
$237K – – –
TCA
1128
Transcend Capital Advisors
New Jersey
$237K +$21.9K +187 +10%
AFG
1129
Allegheny Financial Group
Pennsylvania
$236K -$77.1K -659 -24%
AWM
1130
Aries Wealth Management
Maine
$236K – – –
AWM
1131
Atticus Wealth Management
Florida
$235K -$1.87K -16 -0.8%
SFWC
1132
Strategic Family Wealth Counselors
New Jersey
$233K +$1.17K +10 +0.5%
DEA
1133
DoubleLine ETF Adviser
Florida
$233K +$236K +2,016 New
SIA
1134
SkyView Investment Advisors
New Jersey
$232K -$19.5K -167 -8%
BCM
1135
Brookstone Capital Management
Illinois
$232K +$231K +1,975 New
BHIA
1136
Birch Hill Investment Advisors
Massachusetts
$231K – – –
CAM
1137
Cubic Asset Management
Massachusetts
$231K – – –
PIM
1138
Provident Investment Management
Michigan
$231K – – –
SC
1139
Searle & Co
Connecticut
$231K – – –
SJL
1140
Shayne & Jacobs LLC
Tennessee
$231K – – –
GWS
1141
Glassman Wealth Services
Virginia
$231K +$141K +1,204 +151%
WP
1142
Wedgewood Partners
Missouri
$231K – – –
SAM
1143
SignalPoint Asset Management
Missouri
$231K +$351 +3 +0.2%
LS
1144
Livforsakringsbolaget Skandia
Sweden
$231K – – –
EA
1145
Emerald Advisors
Washington
$230K +$23.5K +201 +11%
OFS
1146
OneAscent Financial Services
Alabama
$230K +$233K +1,992 New
IP
1147
Investment Partners
Ohio
$229K -$219K -1,874 -49%
DAS
1148
Dynamic Advisor Solutions
Arizona
$228K +$231K +1,975 New
CAWM
1149
Capital Advisors Wealth Management
Washington
$227K – – –
WR
1150
WD Rutherford
Oregon
$227K -$63.2K -540 -22%
44 45
46
47 48