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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1226
Pinnacle Wealth Management Group
Michigan
$225K – – –
FMI
1227
F/M Investments
District of Columbia
$225K +$234K +2,002 New
BHIA
1228
Birch Hill Investment Advisors
Massachusetts
$224K – – –
LRIC
1229
Long Road Investment Counsel
Michigan
$224K – – –
SJL
1230
Shayne & Jacobs LLC
Tennessee
$224K – – –
PIM
1231
Provident Investment Management
Michigan
$224K – – –
SAM
1232
Sequent Asset Management
Texas
$224K – – –
BFA
1233
Beaumont Financial Advisors
Massachusetts
$223K -$21.5K -184 -8%
KMWM
1234
Keudell/Morrison Wealth Management
Oregon
$223K +$232K +1,984 New
AWM
1235
Aberdeen Wealth Management
Illinois
$222K -$9.36K -80 -4%
QL
1236
Quarry LP
New York
$221K +$217K +1,850 +1,542%
CWM
1237
Cahaba Wealth Management
Georgia
$221K +$234 +2 +0.1%
MA
1238
Mutual Advisors
Nebraska
$220K -$250K -2,134 -52%
CPC
1239
Consolidated Planning Corp
Georgia
$220K – – –
NF
1240
Nikulski Financial
Iowa
$220K +$4.33K +37 +2%
PWM
1241
Prentice Wealth Management
New York
$219K +$40.7K +348 +22%
CFS
1242
Commonwealth Financial Services
West Virginia
$218K -$24K -205 -10%
PP
1243
PDS Planning
Ohio
$218K +$39.8K +340 +21%
IFG
1244
Independent Financial Group
California
$218K -$83.5K -713 -27%
SFWC
1245
Strategic Family Wealth Counselors
New Jersey
$217K +$234 +2 +0.1%
RWM
1246
Rockline Wealth Management
New York
$216K – – –
DW
1247
Dodds Wealth
Colorado
$216K -$4.1K -35 -2%
PHIC
1248
Pine Haven Investment Counsel
Massachusetts
$214K -$19.3K -165 -8%
DWM
1249
Dakota Wealth Management
Florida
$213K +$223K +1,902 New
CCWM
1250
Cassaday & Co Wealth Management
Virginia
$212K +$222K +1,894 New
48 49
50
51 52