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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1301
Blue Bell Private Wealth Management
Pennsylvania
$86.2K – – –
OA
1302
Operose Advisors
Wisconsin
$85.5K – – –
BCWM
1303
Bartlett & Co Wealth Management
Ohio
$84K -$14.2K -150 -15%
SS
1304
SBI Securities
Japan
$81.2K +$379 +4 +0.5%
PWMA
1305
Pension & Wealth Management Advisors
Massachusetts
$79.3K +$757 +8 +1%
Cohen & Steers
1306
Cohen & Steers
New York
$79K – – –
CAM
1307
Costello Asset Management
Pennsylvania
$75.2K -$94.6K -1,000 -57%
CPG
1308
Cornerstone Planning Group
New Jersey
$72.8K +$16.7K +176 +37%
Vanguard National Trust
1309
Vanguard National Trust
Pennsylvania
$72.5K -$22.1K -234 -24%
MCM
1310
MV Capital Management
Maryland
$68.1K +$30K +317 +84%
OAJ
1311
Ogorek Anthony Joseph
New York
$67K +$20.7K +219 +47%
PAM
1312
Parvin Asset Management
South Dakota
$65.9K – – –
BWL
1313
Bogart Wealth LLC
Virginia
$65.4K +$8.23K +87 +15%
KFAS
1314
Keating Financial Advisory Services
Kansas
$64.1K -$7.67K -81 -11%
WA
1315
Walsh & Associates
Florida
$63.2K -$33.1K -350 -35%
SFAM
1316
Sawyer Falduto Asset Management
Illinois
$62.9K – – –
APFP
1317
Action Point Financial Planning
Michigan
$62.8K +$60.8K +642 New
BWAM
1318
Boyd Watterson Asset Management
Ohio
$61.6K – – –
MB
1319
MidFirst Bank
Oklahoma
$61.1K – – –
GPI
1320
General Partner Inc
Pennsylvania
$60.8K – – –
ACM
1321
Aster Capital Management
United Arab Emirates
$59.3K -$493K -5,209 -90%
CH
1322
Canton Hathaway
Rhode Island
$57.6K – – –
DWM
1323
Darwin Wealth Management
Florida
$57.1K +$284 +3 +0.5%
TCM
1324
Triumph Capital Management
Colorado
$56.7K +$2.84K +30 +5%
SGK
1325
Steigerwald Gordon & Koch
Virginia
$54.6K – – –