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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1601
Longfellow Investment Management
Massachusetts
$3.23K -$436K -3,067 -99%
CAWM
1602
Capital A Wealth Management
Pennsylvania
$3.23K +$3.27K +23 New
CSWM
1603
Cassady Schiller Wealth Management
Ohio
$3.23K +$3.27K +23 New
BFS
1604
Burkett Financial Services
South Carolina
$3.08K – – –
LAM
1605
Lummis Asset Management
Texas
$3.08K – – –
TWD
1606
True Wealth Design
Ohio
$2.68K +$852 +6 +46%
TCA
1607
Trifecta Capital Advisors
Illinois
$2.67K – – –
FFC
1608
First Financial Corp
Indiana
$2.66K +$2.7K +19 New
SIC
1609
SJS Investment Consulting
Ohio
$2.52K -$30K -211 -92%
CWP
1610
Clark Wealth Partners
Illinois
$2.52K +$2.56K +18 New
HWP
1611
Highline Wealth Partners
California
$2.38K – – –
GWSA
1612
Global Wealth Strategies & Associates
Colorado
$2.38K +$2.41K +17 New
CPG
1613
Cornerstone Planning Group
New Jersey
$2.37K +$852 +6 +60%
CTB
1614
Country Trust Bank
Illinois
$2.24K – – –
1IA
1615
1620 Investment Advisors
Massachusetts
$2.24K +$2.27K +16 New
FWM
1616
FLP Wealth Management
Arkansas
$2.15K +$2.13K +15 New
AP
1617
Aspect Partners
Virginia
$1.96K – – –
MDA
1618
Minot DeBlois Advisors
Massachusetts
$1.96K +$1.99K +14 New
W
1619
WealthCollab
Washington
$1.82K – – –
NC
1620
NewSquare Capital
Pennsylvania
$1.54K +$1.56K +11 New
WWM
1621
Wolff Wiese Magana
California
$1.4K – – –
PA
1622
PSI Advisors
Florida
$1.4K – – –
RWM
1623
Ruedi Wealth Management
Illinois
$1.4K – – –
CIAM
1624
Caitong International Asset Management
Hong Kong
$1.4K +$1.42K +10 New
PWA
1625
Principia Wealth Advisory
Texas
$1.4K +$1.42K +10 New
63 64
65
66 67