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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1151
Fulcrum Capital
Washington
$375K – – –
CPC
1152
Consolidated Planning Corp
Georgia
$374K -$34K -231 -9%
FMI
1153
F/M Investments
District of Columbia
$374K +$34.7K +236 +11%
AWA
1154
Aaron Wealth Advisors
Illinois
$374K +$69.4K +472 +24%
AO
1155
Advisor OS
Illinois
$373K -$14.3K -97 -4%
FPAS
1156
Focus Partners Advisor Solutions
Missouri
$372K -$279K -1,895 -44%
LBC
1157
Leigh Baldwin & Co
New York
$371K -$196K -1,333 -36%
IAS
1158
Insigneo Advisory Services
Florida
$371K +$23.2K +158 +7%
BFA
1159
Beaumont Financial Advisors
Massachusetts
$370K -$9.56K -65 -3%
CIS
1160
Custom Index Systems
New York
$369K +$351K +2,389 New
PI
1161
Pettee Investors
Connecticut
$366K – – –
MCP
1162
Martin Capital Partners
Oregon
$366K +$5K +34 +1%
CFS
1163
CRA Financial Services
New Jersey
$366K – – –
RCM
1164
RB Capital Management
Nevada
$364K -$43.8K -298 -11%
LC
1165
Lavaca Capital
Texas
$364K +$2.21K +15 +0.6%
SFS
1166
Security Financial Services
Indiana
$361K -$2.94K -20 -0.8%
HDA
1167
Harold Davidson & Associates
California
$361K – – –
BTI
1168
Blue Trust Inc
Georgia
$361K -$33.8K -230 -9%
SWM
1169
SeaCrest Wealth Management
New York
$360K -$28.1K -191 -8%
GAA
1170
Global Assets Advisory
Florida
$360K +$363K +2,466 New
NAM
1171
NorthCrest Asset Manangement
Minnesota
$357K +$17.5K +119 +5%
BA
1172
Bridgewater Advisors
New York
$356K +$358K +2,434 New
GSWA
1173
Good Steward Wealth Advisors
Tennessee
$355K +$339K +2,302 New
WA
1174
Wambolt & Associates
Colorado
$355K -$19.9K -135 -6%
FA
1175
Fiducient Advisors
Illinois
$353K -$12.1K -82 -3%
45 46
47
48 49