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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1501
Avion Wealth
Texas
$7K +$2.46K +21 +46%
Q1WB
1502
Quest 10 Wealth Builders
Virginia
$6.99K +$702 +6 +11%
MSWM
1503
Mowery & Schoenfeld Wealth Management
Illinois
$6.96K +$7.26K +62 New
SWM
1504
SHP Wealth Management
Massachusetts
$6.65K +$6.91K +59 New
HFS
1505
Hughes Financial Services
Virginia
$6.62K -$1.05K -9 -13%
CP
1506
Camelot Portfolios
Ohio
$6.39K +$6.67K +57 New
RF
1507
Rossby Financial
Florida
$6.17K +$6.44K +55 New
EIP
1508
Essential Investment Partners
Colorado
$6.06K +$6.32K +54 New
HHGA
1509
Halbert Hargrove Global Advisors
California
$5.61K -$936 -8 -14%
RWM
1510
Raffa Wealth Management
District of Columbia
$5.61K – – –
MGI
1511
Miller Global Investments
Texas
$5.61K +$5.85K +50 New
AIA
1512
Aventus Investment Advisors
Florida
$5.5K – – –
MCM
1513
Manchester Capital Management
Vermont
$5.38K +$819 +7 +17%
A
1514
AlphaQuest
New York
$5.27K -$130K -1,111 -96%
RBC
1515
Roble Belko & Company
Pennsylvania
$5K – – –
IIM
1516
IFC & Insurance Marketing
California
$5K +$5.03K +43 New
EP
1517
Essential Partners
California
$4.95K +$2.93K +25 +132%
NFSG
1518
Newbridge Financial Services Group
Florida
$4.92K +$117 +1 +2%
FCAS
1519
First Command Advisory Services
Texas
$4.71K +$3.98K +34 +425%
LWM
1520
Lodestone Wealth Management
Washington
$4.6K +$4.8K +41 New
WPA
1521
Wealth Preservation Advisors
Tennessee
$4.49K – – –
HFS
1522
Horizon Financial Services
North Carolina
$4.38K -$7.14K -61 -61%
CWM
1523
Copia Wealth Management
Oregon
$4.38K – – –
PB
1524
Prosperity Bancshares
Texas
$4.15K +$4.33K +37 New
EPG
1525
Estate Planners Group
Pennsylvania
$4.02K +$4.21K +36 New
59 60
61
62 63