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Performance Food Group
PFGC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
Manchester Capital Management
Vermont
$1.34K – – –
SC
502
SouthState Corp
Florida
$1.34K +$476 +5 +71%
WA
503
WPG Advisers
Maryland
$1.34K +$95 +1 +9%
NSIM
504
North Star Investment Management
Illinois
$1.23K +$1.05K +11 New
LI
505
LRI Investments
Florida
$1.12K +$952 +10 New
SGFG
506
Silver Grove Financial Group
New York
$1.12K +$952 +10 New
CAL
507
Capital Advisors Ltd
Ohio
$1K – – –
NWM
508
Navigoe Wealth Management
California
$1K +$856 +9 New
HWP
509
Highline Wealth Partners
California
$894 – – –
QL
510
Quarry LP
New York
$894 +$761 +8 New
S
511
Sachetta
Massachusetts
$783 -$2K -21 -75%
1CP
512
1015 Capital Partners
Pennsylvania
$783 – – –
BIM
513
Breakwater Investment Management
Washington
$783 +$666 +7 New
BFS
514
Bare Financial Services
Pennsylvania
$671 – – –
PWMG
515
Prestige Wealth Management Group
New Jersey
$671 +$190 +2 +50%
DF
516
Downshift Financial
Colorado
$671 +$571 +6 New
DF
517
DecisionPoint Financial
Arizona
$563 +$476 +5 New
TC
518
Trust Company
Kansas
$559 – – –
SWM
519
SHP Wealth Management
Massachusetts
$559 +$476 +5 New
QWM
520
Quaker Wealth Management
New Jersey
$448 +$381 +4 New
BGAI
521
Bruce G. Allen Investments
Colorado
$447 – – –
AWM
522
Activest Wealth Management
Florida
$447 +$381 +4 New
ACA
523
American Capital Advisory
Idaho
$336 +$190 +2 +200%
M
524
MOTCO
Texas
$335 +$285 +3 New
HNW
525
High Note Wealth
Minnesota
$224 – – –
19 20
21
22 23