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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1226
Bar Harbor Wealth Management
New Hampshire
$240K -$17.4K -137 -7%
TCOT
1227
Trust Company of Toledo
Ohio
$238K – – –
SCI
1228
S&CO Inc
Massachusetts
$238K – – –
MAG
1229
MRA Advisory Group
New Jersey
$238K -$37.5K -295 -14%
TWM
1230
Tradition Wealth Management
Minnesota
$235K +$5.21K +41 +2%
LI
1231
LMCG Investments
Massachusetts
$235K – – –
MSS
1232
Mitchell Sinkler & Starr
Pennsylvania
$235K – – –
EIA
1233
Edgemoor Investment Advisors
Maryland
$233K – – –
QWM
1234
Quadcap Wealth Management
Texas
$233K +$221K +1,738 New
CWM
1235
Cranbrook Wealth Management
Michigan
$232K +$33K +260 +18%
BWM
1236
Brophy Wealth Management
New Hampshire
$232K +$219K +1,725 New
ARC
1237
Advisor Resource Council
Texas
$231K +$219K +1,724 New
UL
1238
Unionview LLC
Washington
$231K +$1.78K +14 +0.8%
SAM
1239
SignalPoint Asset Management
Missouri
$230K +$381 +3 +0.2%
SAM
1240
Smithbridge Asset Management
Pennsylvania
$228K -$38.1K -300 -15%
VT
1241
Vise Technologies
New York
$228K +$215K +1,697 New
AWA
1242
Arete Wealth Advisors
Illinois
$226K -$71.7K -565 -25%
GEA
1243
Glen Eagle Advisors
New Jersey
$226K – – –
AWM
1244
Aprio Wealth Management
Georgia
$226K +$214K +1,682 New
MWPCG
1245
Measured Wealth Private Client Group
New Hampshire
$225K +$213K +1,674 New
BFM
1246
Boston Financial Management
Massachusetts
$224K +$212K +1,668 New
TWM
1247
TCFG Wealth Management
California
$224K +$212K +1,667 New
ZF
1248
Zhang Financial
Michigan
$223K -$3.43K -27 -2%
CWG
1249
Cornerstone Wealth Group
North Carolina
$223K +$211K +1,661 New
PWPS
1250
Pinnacle Wealth Planning Services
Ohio
$222K +$210K +1,656 New
48 49
50
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