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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
1301
Portfolio Design Labs
California
$258K -$51.8K -344 -16%
GM
1302
GeoWealth Management
Illinois
$257K -$41.4K -275 -13%
CASB
1303
Cape Ann Savings Bank
Massachusetts
$257K +$39.1K +260 +17%
PCM
1304
Penserra Capital Management
California
$257K -$783K -5,199 -75%
CWM
1305
Cranbrook Wealth Management
Michigan
$256K – – –
SIG
1306
Sargent Investment Group
Maryland
$255K +$73.2K +486 +36%
LI
1307
LMCG Investments
Massachusetts
$255K – – –
MSS
1308
Mitchell Sinkler & Starr
Pennsylvania
$255K – – –
VEA
1309
Virtus ETF Advisers
New York
$255K – – –
BCM
1310
Brown Capital Management
Maryland
$252K -$44.4K -295 -15%
MSAM
1311
Moloney Securities Asset Management
Missouri
$252K – – –
AA
1312
Alta Advisers
United Kingdom
$252K – – –
SWM
1313
SeaCrest Wealth Management
New York
$251K -$91.5K -608 -26%
CSPIA
1314
Cary Street Partners Investment Advisory
Virginia
$251K +$39.9K +265 +18%
BDL
1315
Bey-Douglas LLC
Georgia
$248K +$257K +1,705 New
SAM
1316
Smithbridge Asset Management
Pennsylvania
$247K – – –
AAS
1317
Ameritas Advisory Services
Nebraska
$247K -$4.07K -27 -2%
GLA
1318
Great Lakes Advisors
Illinois
$246K – – –
TWM
1319
Tradition Wealth Management
Minnesota
$244K +$6.17K +41 +3%
MWPCG
1320
Measured Wealth Private Client Group
New Hampshire
$244K – – –
MFA
1321
Mayflower Financial Advisors
Massachusetts
$243K +$7.08K +47 +3%
KWMG
1322
King Wealth Management Group
Florida
$243K – – –
ZF
1323
Zhang Financial
Michigan
$242K – – –
MRP
1324
Measured Risk Portfolios
California
$242K -$11.3K -75 -4%
WIS
1325
Wright Investors Service
Connecticut
$242K +$5.87K +39 +2%
51 52
53
54 55