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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1201
Freedom Investment Management
Connecticut
$240K +$237K +1,952 New
RPWA
1202
Regent Peak Wealth Advisors
Georgia
$238K +$1.46K +12 +0.6%
SB
1203
Simmons Bank
Arkansas
$238K -$14.2K -117 -6%
Vaughan David Investments
1204
Vaughan David Investments
Illinois
$238K -$121 -1 -0.1%
WP
1205
WealthPLAN Partners
Nebraska
$238K -$12.3K -101 -5%
GA
1206
Greytown Advisors
Florida
$237K -$61.4K -506 -21%
RWM
1207
Rockline Wealth Management
New York
$237K -$1.33K -11 -0.6%
BHWM
1208
Bar Harbor Wealth Management
New Hampshire
$236K -$37.6K -310 -14%
SIM
1209
Stratos Investment Management
Ohio
$236K +$24.3K +200 +12%
AWAG
1210
ARS Wealth Advisors Group
Florida
$235K -$21.4K -176 -8%
WIC
1211
Wilkins Investment Counsel
Massachusetts
$235K +$232K +1,911 New
Fifth Third Wealth Advisors
1212
Fifth Third Wealth Advisors
Ohio
$234K +$20.4K +168 +10%
FL
1213
Fort LP
Maryland
$234K -$22.9K -189 -9%
PIA
1214
Perennial Investment Advisors
California
$233K +$485 +4 +0.2%
TCTC Holdings
1215
TCTC Holdings
Texas
$233K – – –
SIC
1216
Schwartz Investment Counsel
Michigan
$231K – – –
NG
1217
Norden Group
Utah
$231K +$228K +1,878 New
CBFP
1218
Cedar Brook Financial Partners
Ohio
$231K -$5.22K -43 -2%
1WA
1219
180 Wealth Advisors
Washington
$230K +$4K +33 +2%
OCG
1220
Opus Capital Group
Ohio
$230K -$31.9K -263 -12%
VNA
1221
Valley National Advisers
Pennsylvania
$230K -$7.89K -65 -3%
CAWM
1222
Capital Advisors Wealth Management
Washington
$229K -$7.89K -65 -3%
OC
1223
Oakworth Capital
Alabama
$229K – – –
GCIM
1224
Gunn & Company Investment Management
Florida
$228K -$138K -1,139 -38%
PBO
1225
Peoples Bank (Ohio)
Ohio
$227K -$4.13K -34 -2%