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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1201
Lloyd Advisory Services
Georgia
$215K +$194K +2,052 +1,487%
Teacher Retirement System of Texas
1202
Teacher Retirement System of Texas
Texas
$212K -$5.24M -55,395 -96%
IWA
1203
IVC Wealth Advisors
Pennsylvania
$212K -$160K -1,693 -44%
EWS
1204
Evergreen Wealth Solutions
Pennsylvania
$211K +$159K +1,684 New
ACA
1205
American Capital Advisory
Idaho
$211K +$662 +7 +0.3%
PVI
1206
Pine Valley Investments
New Jersey
$210K -$86.8K -917 -30%
NL
1207
Navalign LLC
California
$210K +$202K +2,131 New
TFA
1208
Transamerica Financial Advisors
Florida
$210K +$4.54K +48 +2%
MAWA
1209
Moss Adams Wealth Advisors
Washington
$209K +$202K +2,130 New
MG
1210
Mather Group
Illinois
$209K -$48.9K -517 -20%
WC
1211
Waterloo Capital
Texas
$209K +$201K +2,125 New
LFA
1212
Legacy Financial Advisors
Kentucky
$208K +$200K +2,116 New
SWM
1213
Stockman Wealth Management
Montana
$207K -$9.46K -100 -5%
SCM
1214
Silvant Capital Management
Georgia
$207K – – –
7WCP
1215
71 West Capital Partners
Massachusetts
$206K +$199K +2,098 New
VW
1216
Vantus Wealth
Pennsylvania
$206K +$198K +2,091 New
IF
1217
Intrua Financial
Texas
$206K -$74.6K -788 -27%
HAIM
1218
Hunter Associates Investment Management
Pennsylvania
$205K -$11.7K -124 -6%
CB
1219
Community Bank
New York
$204K – – –
CPC
1220
Consolidated Planning Corp
Georgia
$204K +$196K +2,072 New
SACTSONJ
1221
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$203K -$11.8K -125 -6%
PWM
1222
Prentice Wealth Management
New York
$202K -$111K -1,168 -36%
LOAMS
1223
Lombard Odier Asset Management (Switzerland)
Switzerland
$202K -$81.3K -859 -29%
AAM
1224
Aureus Asset Management
Massachusetts
$202K +$194K +2,053 New
CB
1225
Chris Bulman
California
$202K +$194K +2,051 New