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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1326
King Wealth Management Group
Florida
$207K -$4.86K -35 -2%
CAM
1327
Cidel Asset Management
Ontario, Canada
$207K – – –
MSAM
1328
Moloney Securities Asset Management
Missouri
$207K -$13.9K -100 -6%
BTWM
1329
Brass Tax Wealth Management
Ohio
$207K -$30.5K -220 -12%
BONH
1330
Bank of New Hampshire
New Hampshire
$207K – – –
MRP
1331
Measured Risk Portfolios
California
$205K -$6.24K -45 -3%
TF
1332
Trek Financial
Arizona
$204K +$10.4K +75 +5%
IAS
1333
Investment Advisory Services
Texas
$204K – – –
DWM
1334
Destination Wealth Management
California
$203K +$223K +1,604 New
PP
1335
PDS Planning
Ohio
$203K -$28.2K -203 -11%
PWM
1336
Prentice Wealth Management
New York
$203K +$222K +1,600 New
HJGA
1337
Hardman Johnston Global Advisors
Connecticut
$203K – – –
WAAG
1338
Wealth Alliance Advisory Group
Kansas
$203K -$60.6K -437 -21%
LWL
1339
Leo Wealth LLC
Texas
$202K -$35.4K -255 -14%
GA
1340
GoalVest Advisory
New York
$202K – – –
MG
1341
Marex Group
$201K +$220K +1,588 New
SIC
1342
Salem Investment Counselors
North Carolina
$199K +$73.4K +529 +51%
GEA
1343
Glen Eagle Advisors
New Jersey
$190K – – –
HIW
1344
Holos Integrated Wealth
Pennsylvania
$189K – – –
C
1345
Covestor
United Kingdom
$188K -$13.2K -95 -6%
TFM
1346
TFC Financial Management
Massachusetts
$188K – – –
WTA
1347
Washington Trust Advisors
Massachusetts
$186K – – –
VNA
1348
Valley National Advisers
Pennsylvania
$186K -$139 -1 -0.1%
PPC
1349
Park Place Capital
Alabama
$181K – – –
CAL
1350
Capital Advisors Ltd
Ohio
$179K -$139 -1 -0.1%
52 53
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