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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1151
Richwood Investment Advisors
Ohio
$363K – – –
OL
1152
Optas LLC
Texas
$363K +$3.16K +21 +0.8%
BAM
1153
Belpointe Asset Management
Nevada
$361K -$9.33K -62 -2%
CB
1154
Cadence Bank
Mississippi
$360K +$29.4K +195 +9%
CCIA
1155
Cherry Creek Investment Advisors
Colorado
$360K +$301 +2 +0.1%
CIS
1156
Custom Index Systems
New York
$358K +$11.3K +75 +3%
SCM
1157
Stevens Capital Management
Pennsylvania
$358K -$569K -3,778 -61%
GS
1158
GTS Securities
Florida
$357K -$244K -1,623 -40%
PIA
1159
Perennial Investment Advisors
California
$357K -$11.9K -79 -3%
BA
1160
Bridgewater Advisors
New York
$356K -$2.56K -17 -0.7%
FIM
1161
Fruth Investment Management
Texas
$356K – – –
FCG
1162
Fielder Capital Group
Tennessee
$354K -$151 -1 -0%
FC
1163
Fulcrum Capital
Washington
$353K – – –
PW
1164
PUREfi Wealth
Massachusetts
$353K +$76.5K +508 +26%
IFG
1165
Independent Financial Group
California
$353K +$37.5K +249 +11%
BFA
1166
Beaumont Financial Advisors
Massachusetts
$352K +$2.41K +16 +0.7%
GCM
1167
Genus Capital Management
British Columbia, Canada
$351K -$1.34M -8,910 -79%
TFS
1168
Thoroughbred Financial Services
Tennessee
$349K -$603K -4,003 -63%
TCM
1169
Teza Capital Management
Illinois
$348K -$420K -2,787 -54%
CFS
1170
CRA Financial Services
New Jersey
$346K +$1.35K +9 +0.4%
LC
1171
Lavaca Capital
Texas
$346K +$2.41K +16 +0.7%
PI
1172
Pettee Investors
Connecticut
$345K – – –
SGI
1173
Summit Global Investments
Utah
$344K +$356K +2,362 New
EIA
1174
Edgemoor Investment Advisors
Maryland
$344K +$18.8K +125 +6%
IAS
1175
Insigneo Advisory Services
Florida
$343K -$6.62K -44 -2%