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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
1401
Capital Directions Investment Advisors
Georgia
$10K +$9.33K +76 New
CI
1402
Cordant Inc
Oregon
$10K +$9.33K +76 New
Fuller & Thaler Asset Management
1403
Fuller & Thaler Asset Management
California
$9K
WAS
1404
Winch Advisory Services
Wisconsin
$9K
HWMA
1405
Heritage Wealth Management (Arizona)
Arizona
$9K +$7.98K +65 New
JAM
1406
JCIC Asset Management
Ontario, Canada
$8K
LFA
1407
Level Financial Advisors
New York
$8K
ACM
1408
AUA Capital Management
Pennsylvania
$7K -$491 -4 -7%
SC
1409
Stephens Consulting
Michigan
$6K
CHC
1410
City Holding Co
West Virginia
$6K
PA
1411
PSI Advisors
Florida
$6K
RCM
1412
Raleigh Capital Management
North Carolina
$6K +$5.52K +45 New
SC
1413
Schubert & Co
Texas
$5K -$614 -5 -12%
SC
1414
Sierra Capital
Florida
$5K +$1.72K +14 +70%
PP
1415
PrairieView Partners
Minnesota
$5K +$4.91K +40 New
BHWM
1416
Beaird Harris Wealth Management
Texas
$4K
CFFP
1417
Center for Financial Planning
Michigan
$4K
CCM
1418
Copeland Capital Management
Pennsylvania
$4K
DWA
1419
Delos Wealth Advisors
Texas
$4K
SPWM
1420
Spartan Planning & Wealth Management
North Carolina
$4K +$3.31K +27 New
KFP
1421
KB Financial Partners
New Jersey
$3K -$1.96K -16 -44%
AWM
1422
Accel Wealth Management
Iowa
$3K
SBL
1423
Sargent Bickham Lagudis
Colorado
$3K
PAI
1424
Pittenger & Anderson Inc
Nebraska
$2K +$1.84K +15 New
MFT
1425
Moisand Fitzgerald Tamayo
Florida
$2K +$2.21K +18 New