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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1501
Plante Moran Financial Advisors
Michigan
$35.1K – – –
AW
1502
Avion Wealth
Texas
$34K +$28.7K +202 +470%
PWMG
1503
Prestige Wealth Management Group
New Jersey
$33.1K -$568 -4 -2%
MEG
1504
Millstone Evans Group
Colorado
$32.8K +$33.2K +234 New
CWM
1505
CarsonAllaria Wealth Management
Illinois
$32.6K +$142 +1 +0.4%
WWP
1506
WR Wealth Planners
Missouri
$32.4K -$1.42K -10 -4%
MCM
1507
MV Capital Management
Maryland
$32.1K +$142 +1 +0.4%
MWA
1508
Medallion Wealth Advisors
Connecticut
$31.6K +$32K +225 New
SCA
1509
Stuart Chaussee & Associates
California
$30.8K – – –
CWM
1510
Consultiva Wealth Management
Puerto Rico
$30.7K +$31.1K +219 New
WCM
1511
WealthTrak Capital Management
Virginia
$28.5K +$28.8K +203 New
UBP
1512
Union Bancaire Privee
Switzerland
$28K +$28.4K +200 New
CIR
1513
Clear Investment Research
Georgia
$27.6K – – –
VWA
1514
Valued Wealth Advisors
Utah
$27.1K +$5.68K +40 +26%
MAM
1515
Meeder Asset Management
Ohio
$26.1K +$18.2K +128 +221%
GWSG
1516
GPS Wealth Strategies Group
Colorado
$26K – – –
CWM
1517
Cedar Wealth Management
California
$23.4K – – –
WIM
1518
Westside Investment Management
California
$23.1K – – –
BHWM
1519
Beaird Harris Wealth Management
Texas
$22.6K +$22.9K +161 New
WOC
1520
West Oak Capital
California
$22.4K – – –
FCMT
1521
Founders Capital Management (Texas)
Texas
$22K – – –
SC
1522
Stephens Consulting
Michigan
$21.3K +$21.6K +152 New
LSA
1523
Leonteq Securities AG
Switzerland
$20.5K -$4.69K -33 -18%
BIA
1524
Bell Investment Advisors
California
$20.3K +$994 +7 +5%
PAI
1525
Pittenger & Anderson Inc
Nebraska
$20.1K – – –
59 60
61
62 63