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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1176
Gladstone Institutional Advisory
Florida
$237K +$236K +1,992 New
GFS
1177
GYL Financial Synergies
Connecticut
$237K -$28.6K -241 -11%
JWWM
1178
Johnson & White Wealth Management
Pennsylvania
$237K -$50.5K -426 -18%
AFG
1179
Allegheny Financial Group
Pennsylvania
$236K -$6.04K -51 -3%
CCM
1180
Chaney Capital Management
Washington
$236K +$235K +1,983 New
RMDI
1181
R.M. Davis Inc
Maine
$236K – – –
RIA
1182
Regal Investment Advisors
Michigan
$234K +$948 +8 +0.4%
WPC
1183
Wedmont Private Capital
Pennsylvania
$234K +$232K +1,956 New
PI
1184
PineBridge Investments
New York
$233K -$168K -1,418 -42%
ISL
1185
Ingalls & Snyder LLC
New York
$233K -$11.8K -100 -5%
MSAM
1186
Moloney Securities Asset Management
Missouri
$233K -$838K -7,076 -78%
EFG
1187
Ethos Financial Group
Pennsylvania
$232K +$10.1K +85 +5%
GWANC
1188
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K +$16K +135 +7%
RWM
1189
Rockline Wealth Management
New York
$231K +$230K +1,940 New
VDI
1190
Vaughan David Investments
Illinois
$231K +$118 +1 +0.1%
ACM
1191
Allred Capital Management
Texas
$231K +$229K +1,937 New
PTC
1192
Petrus Trust Company
Texas
$231K +$229K +1,936 New
CAWM
1193
Capital Advisors Wealth Management
Washington
$230K – – –
VNA
1194
Valley National Advisers
Pennsylvania
$230K +$7.11K +60 +3%
RPWA
1195
Regent Peak Wealth Advisors
Georgia
$230K +$2.73K +23 +1%
CBFP
1196
Cedar Brook Financial Partners
Ohio
$229K +$228K +1,921 New
AWA
1197
Aaron Wealth Advisors
Illinois
$227K +$10.9K +92 +5%
TH
1198
TCTC Holdings
Texas
$226K – – –
PIA
1199
Perennial Investment Advisors
California
$225K -$711 -6 -0.3%
EWM
1200
Executive Wealth Management
Michigan
$225K -$1.9K -16 -0.8%
46 47
48
49 50