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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1276
Greykasell Wealth Strategies
California
$251K +$254K +1,790 New
WIS
1277
Wright Investors Service
Connecticut
$250K -$533K -3,751 -68%
TCOT
1278
Trust Company of Toledo
Ohio
$249K – – –
SCI
1279
S&CO Inc
Massachusetts
$248K – – –
SAM
1280
SP Asset Management
California
$247K -$98K -690 -28%
LI
1281
LMCG Investments
Massachusetts
$245K – – –
MSS
1282
Mitchell Sinkler & Starr
Pennsylvania
$245K – – –
MRP
1283
Measured Risk Portfolios
California
$245K +$248K +1,745 New
BHWM
1284
Bar Harbor Wealth Management
New Hampshire
$242K -$8.95K -63 -4%
UL
1285
Unionview LLC
Washington
$241K – – –
MCM
1286
Monument Capital Management
Virginia
$240K +$10.2K +72 +4%
ZF
1287
Zhang Financial
Michigan
$240K +$6.53K +46 +3%
AAS
1288
Ameritas Advisory Services
Nebraska
$240K +$24.3K +171 +11%
HIW
1289
Holos Integrated Wealth
Pennsylvania
$239K +$242K +1,707 New
OCG
1290
Opus Capital Group
Ohio
$237K -$54.5K -384 -18%
IAP
1291
Indie Asset Partners
Indiana
$236K -$80.1K -564 -25%
LA
1292
Legacy Advisors
Pennsylvania
$235K -$69.9K -492 -23%
MWPCG
1293
Measured Wealth Private Client Group
New Hampshire
$235K – – –
CWG
1294
Cornerstone Wealth Group
North Carolina
$234K +$710 +5 +0.3%
CFB
1295
Cullen/Frost Bankers
Texas
$232K +$8.38K +59 +4%
ACM
1296
Allred Capital Management
Texas
$232K – – –
BIM
1297
Baldwin Investment Management
Pennsylvania
$231K – – –
ETS
1298
ESL Trust Services
New York
$231K +$199K +1,400 +560%
MMCM
1299
Murphy & Mullick Capital Management
New York
$231K +$234K +1,648 New
TWM
1300
TCFG Wealth Management
California
$231K -$3.27K -23 -1%
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