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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1201
Pine Valley Investments
New Jersey
$210K -$86.8K -917 -30%
NL
1202
Navalign LLC
California
$210K +$202K +2,131 New
TFA
1203
Transamerica Financial Advisors
Florida
$210K +$4.54K +48 +2%
MAWA
1204
Moss Adams Wealth Advisors
Washington
$209K +$202K +2,130 New
MG
1205
Mather Group
Illinois
$209K -$48.9K -517 -20%
WC
1206
Waterloo Capital
Texas
$209K +$201K +2,125 New
LFA
1207
Legacy Financial Advisors
Kentucky
$208K +$200K +2,116 New
SWM
1208
Stockman Wealth Management
Montana
$207K -$9.46K -100 -5%
SCM
1209
Silvant Capital Management
Georgia
$207K – – –
7WCP
1210
71 West Capital Partners
Massachusetts
$206K +$199K +2,098 New
VW
1211
Vantus Wealth
Pennsylvania
$206K +$198K +2,091 New
IF
1212
Intrua Financial
Texas
$206K -$74.6K -788 -27%
HAIM
1213
Hunter Associates Investment Management
Pennsylvania
$205K -$11.7K -124 -6%
CB
1214
Community Bank
New York
$204K – – –
CPC
1215
Consolidated Planning Corp
Georgia
$204K +$196K +2,072 New
SACTSONJ
1216
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$203K -$11.8K -125 -6%
PWM
1217
Prentice Wealth Management
New York
$202K -$111K -1,168 -36%
LOAMS
1218
Lombard Odier Asset Management (Switzerland)
Switzerland
$202K -$81.3K -859 -29%
AAM
1219
Aureus Asset Management
Massachusetts
$202K +$194K +2,053 New
CB
1220
Chris Bulman
California
$202K +$194K +2,051 New
SAM
1221
Sagewood Asset Management
New York
$201K +$194K +2,049 New
FMLI
1222
Fukoku Mutual Life Insurance
Japan
$201K +$193K +2,043 New
TCOT
1223
Trust Company of Toledo
Ohio
$186K +$26K +275 +17%
SR
1224
Swiss Re
Switzerland
$185K +$158K +1,669 +773%
CTC
1225
Central Trust Company
Missouri
$184K -$22.5K -238 -11%
47 48
49
50 51