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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1226
Sequent Asset Management
Texas
$280K
SJL
1227
Shayne & Jacobs LLC
Tennessee
$280K
KAS
1228
KPP Advisory Services
Kentucky
$280K -$852 -6 -0.3%
BWM
1229
BlackDiamond Wealth Management
New York
$279K +$284 +2 +0.1%
GAM
1230
Groupama Asset Management
France
$278K -$1.74M -12,268 -86%
CSB
1231
City State Bank
Iowa
$275K -$10.8K -76 -4%
RPWA
1232
Regent Peak Wealth Advisors
Georgia
$275K +$3.41K +24 +1%
FFA
1233
Founders Financial Alliance
North Carolina
$275K
EA
1234
Enclave Advisors
Texas
$274K -$426 -3 -0.2%
BWP
1235
BSW Wealth Partners
Colorado
$274K +$63.2K +445 +29%
PWP
1236
Phillips Wealth Planners
Mississippi
$274K -$4.4K -31 -2%
AWA
1237
Aaron Wealth Advisors
Illinois
$273K +$8.95K +63 +3%
AA
1238
Advisory Alpha
Michigan
$273K +$276K +1,947 New
EFG
1239
Ethos Financial Group
Pennsylvania
$273K -$994 -7 -0.4%
MSAM
1240
Moloney Securities Asset Management
Missouri
$273K
C
1241
Covestor
United Kingdom
$272K -$40.9K -288 -13%
VDI
1242
Vaughan David Investments
Illinois
$272K
NF
1243
Nikulski Financial
Iowa
$271K
RWM
1244
Rockline Wealth Management
New York
$270K
SIM
1245
Stratos Investment Management
Ohio
$270K -$142K -998 -34%
MWA
1246
Midland Wealth Advisors
Illinois
$269K
SAM
1247
Smartleaf Asset Management
Massachusetts
$269K +$94.9K +668 +53%
BCM
1248
Becker Capital Management
Oregon
$268K
WIC
1249
Wilkins Investment Counsel
Massachusetts
$268K
FAFN
1250
First Affirmative Financial Network
Colorado
$267K -$16.9K -119 -6%