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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SJL
1151
Shayne & Jacobs LLC
Tennessee
$224K – – –
WP
1152
Wedgewood Partners
Missouri
$224K – – –
SAM
1153
SignalPoint Asset Management
Missouri
$224K +$9.54K +77 +4%
AWM
1154
Accurate Wealth Management
Florida
$223K +$248K +1,999 New
CWM
1155
Cabot Wealth Management
Massachusetts
$222K -$9.91K -80 -4%
CAWM
1156
Capital Advisors Wealth Management
Washington
$221K – – –
RPWA
1157
Regent Peak Wealth Advisors
Georgia
$221K +$1.49K +12 +0.6%
WWM
1158
Western Wealth Management
Colorado
$221K +$2.6K +21 +1%
AWA
1159
Arete Wealth Advisors
Illinois
$221K +$7.56K +61 +3%
NB
1160
NBT Bank
New York
$221K +$243K +1,964 New
CAM
1161
Columbia Asset Management
Michigan
$220K -$204K -1,650 -15%
VCM
1162
Vivaldi Capital Management
Illinois
$220K +$991 +8 +0.4%
AWA
1163
Amplius Wealth Advisors
Pennsylvania
$220K +$24.4K +197 +11%
AWP
1164
Accretive Wealth Partners
New Jersey
$219K – – –
TIA
1165
Tiemann Investment Advisors
California
$219K – – –
LCC
1166
Lincoln Capital Corp
Rhode Island
$218K -$1.36K -11 -0.6%
VDI
1167
Vaughan David Investments
Illinois
$218K – – –
BWS
1168
Buck Wealth Strategies
Colorado
$217K +$234K +1,886 New
ISL
1169
Ingalls & Snyder LLC
New York
$217K – – –
VIA
1170
Virtus Investment Advisers
Connecticut
$217K +$240K +1,937 New
CC
1171
Centiva Capital
New York
$215K -$436K -3,517 -65%
SA
1172
Syntax Advisors
New York
$215K +$3.72K +30 +2%
VCG
1173
Vantage Consulting Group
Virginia
$215K +$3.72K +30 +2%
BFS
1174
Bard Financial Services
Connecticut
$213K – – –
OR
1175
Olympiad Research
Connecticut
$213K +$235K +1,896 New