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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1226
CVA Family Office
Colorado
$132K +$19.2K +169 +17%
T
1227
TOBAM
France
$132K +$131K +1,155 New
TFP
1228
Tilia Fiduciary Partners
North Carolina
$131K – – –
HIIFS
1229
Harel Insurance Investments & Financial Services
Israel
$131K +$22.8K +200 +21%
HI
1230
Harbour Investments
Wisconsin
$129K -$10.6K -93 -8%
EWM
1231
Endurance Wealth Management
Rhode Island
$125K – – –
SWA
1232
Sutton Wealth Advisors
Florida
$124K +$114 +1 +0.1%
PMFA
1233
Plante Moran Financial Advisors
Michigan
$117K -$64.1K -563 -35%
DAM
1234
Delta Asset Management
Tennessee
$117K -$4.32K -38 -4%
AA
1235
Alta Advisers
United Kingdom
$115K – – –
CWM
1236
Compass Wealth Management
Connecticut
$115K – – –
MBFW
1237
Morton Brown Family Wealth
Pennsylvania
$115K – – –
ADL
1238
Asset Dedication LLC
California
$114K – – –
SIC
1239
Salem Investment Counselors
North Carolina
$114K – – –
AIC
1240
Archer Investment Corporation
Indiana
$111K – – –
AA
1241
Addison Advisors
Vermont
$110K -$1.82K -16 -2%
BWAM
1242
Boyd Watterson Asset Management
Ohio
$108K – – –
HWA
1243
Heritage Wealth Advisors
Virginia
$103K +$2.84K +25 +3%
FMB
1244
Field & Main Bank
Kentucky
$103K -$2.84K -25 -3%
CB
1245
Community Bank
New York
$100K -$11.4K -100 -10%
OA
1246
Operose Advisors
Wisconsin
$99.7K – – –
SAM
1247
S.A. Mason
Michigan
$97.3K – – –
SWA
1248
SOA Wealth Advisors
New York
$95.5K +$569 +5 +0.6%
CWP
1249
Concord Wealth Partners
Virginia
$93.4K -$17K -149 -15%
PPWM
1250
PFG Private Wealth Management
Florida
$91.2K +$228 +2 +0.3%
48 49
50
51 52