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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1201
M3 Advisory Group
Massachusetts
$337K -$2.94K -20 -0.9%
LNB
1202
Ledyard National Bank
$336K +$588 +4 +0.2%
IFG
1203
Independent Financial Group
California
$336K +$85.6K +582 +37%
SWK
1204
Stephen W. Kidder
$336K – – –
BWP
1205
BSW Wealth Partners
Colorado
$334K +$30.4K +207 +11%
FLI
1206
Family Legacy Inc
South Carolina
$333K – – –
BWG
1207
Berry Wealth Group
Texas
$333K +$90.9K +618 +40%
OC
1208
Oarsman Capital
Wisconsin
$331K -$40.1K -273 -11%
OC
1209
Oakworth Capital
Alabama
$329K – – –
SFWC
1210
Strategic Family Wealth Counselors
New Jersey
$329K -$147 -1 -0%
OAS
1211
Optivise Advisory Services
Tennessee
$328K -$20.3K -138 -6%
WA
1212
WBH Advisory
Maryland
$328K -$147 -1 -0%
BHIA
1213
Birch Hill Investment Advisors
Massachusetts
$327K +$17.6K +120 +6%
ACA
1214
American Capital Advisory
Idaho
$327K +$294 +2 +0.1%
PDL
1215
Portfolio Design Labs
California
$327K -$1.83M -12,438 -85%
CNTOF
1216
Canandaigua National Trust of Florida
New York
$326K +$311K +2,114 New
AR
1217
Apeiron RIA
Texas
$326K -$23.7K -161 -7%
SCM
1218
Silvant Capital Management
Georgia
$325K – – –
SDH
1219
Sloy Dahl & Holst
Washington
$324K – – –
FIB
1220
First Interstate Bank
Montana
$323K – – –
DT
1221
Diversified Trust
Tennessee
$323K +$28.4K +193 +10%
FCA
1222
FLC Capital Advisors
California
$322K – – –
GVAG
1223
Great Valley Advisor Group
Delaware
$321K -$16.9K -115 -5%
CB
1224
Community Bank
New York
$320K – – –
TCA
1225
Transcend Capital Advisors
New Jersey
$320K +$24.9K +169 +9%
47 48
49
50 51