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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
1301
Optivise Advisory Services
Tennessee
$222K -$51K -368 -17%
SFA
1302
Souders Financial Advisors
Ohio
$222K -$50.1K -361 -17%
LI
1303
LMCG Investments
Massachusetts
$222K
MSS
1304
Mitchell Sinkler & Starr
Pennsylvania
$222K
MCM
1305
Mitchell Capital Management
Kansas
$222K +$243K +1,750 New
EFG
1306
Ethos Financial Group
Pennsylvania
$222K -$27.3K -197 -10%
SOS
1307
Silver Oak Securities
Tennessee
$222K +$242K +1,748 New
BFAG
1308
Blackston Financial Advisory Group
Florida
$221K -$6.8K -49 -3%
BDL
1309
Bey-Douglas LLC
Georgia
$220K +$4.72K +34 +2%
AA
1310
Alta Advisers
United Kingdom
$219K
GM
1311
GeoWealth Management
Illinois
$217K -$7.35K -53 -3%
SAM
1312
Smithbridge Asset Management
Pennsylvania
$215K
PWPS
1313
Pinnacle Wealth Planning Services
Ohio
$215K -$11.1K -80 -4%
OCG
1314
Opus Capital Group
Ohio
$215K -$13.6K -98 -5%
JF
1315
Joule Financial
Kentucky
$214K -$23.9K -172 -9%
SFO
1316
Stokes Family Office
Louisiana
$213K +$234K +1,684 New
GLA
1317
Great Lakes Advisors
Illinois
$212K -$2.08K -15 -0.9%
DJSG
1318
D.J. St. Germain
Massachusetts
$212K -$27.7K -200 -11%
MWPCG
1319
Measured Wealth Private Client Group
New Hampshire
$212K
GIM
1320
Goelzer Investment Management
Indiana
$212K +$5.83K +42 +3%
FAM
1321
Formidable Asset Management
Ohio
$212K
NFW
1322
Noble Family Wealth
Florida
$211K +$231K +1,665 New
TFS
1323
Thoroughbred Financial Services
Tennessee
$211K -$102K -735 -31%
QWM
1324
Quaker Wealth Management
New Jersey
$209K +$11K +79 +5%
MMCM
1325
Murphy & Mullick Capital Management
New York
$209K