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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
801
Smithfield Trust
Pennsylvania
$714K – – –
FNBT
802
FineMark National Bank & Trust
Florida
$712K +$10.9K +138 +2%
JPWM
803
Jamison Private Wealth Management
Georgia
$708K +$552 +7 +0.1%
MA
804
Mutual Advisors
Nebraska
$705K -$230K -2,919 -25%
KWM
805
Kingsview Wealth Management
Oregon
$700K -$38.6K -490 -5%
RL
806
Rogco LP
Oklahoma
$699K +$678K +8,607 New
LFA
807
LGT Financial Advisors
Texas
$697K +$4.41K +56 +0.7%
SIA
808
Strategic Investment Advisors
Michigan
$697K -$60.8K -771 -8%
IF
809
IRON Financial
Illinois
$696K +$676K +8,576 New
EFS
810
Essex Financial Services
Connecticut
$696K +$78.3K +994 +13%
MHIC
811
Marble Harbor Investment Counsel
Massachusetts
$693K +$7.25K +92 +1%
FMC
812
First Merchants Corp
Indiana
$690K -$33.5K -425 -5%
CFG
813
Citizens Financial Group
Rhode Island
$689K +$1.18K +15 +0.2%
CWM
814
Cornerstone Wealth Management
Missouri
$685K -$90K -1,142 -12%
BCV
815
Banque Cantonale Vaudoise
Switzerland
$685K -$352K -4,461 -35%
BFM
816
Boston Financial Management
Massachusetts
$685K -$148K -1,875 -18%
MAS
817
Meeder Advisory Services
Ohio
$679K +$11.1K +141 +2%
EWA
818
EP Wealth Advisors
California
$678K +$62.3K +791 +10%
OFS
819
OneAscent Financial Services
Alabama
$673K -$201K -2,556 -24%
H
820
HoyleCohen
California
$672K +$79 +1 +0%
HAIM
821
Hunter Associates Investment Management
Pennsylvania
$671K – – –
OWA
822
Outlook Wealth Advisors
Texas
$670K -$22.5K -285 -3%
OFG
823
OmniStar Financial Group
North Carolina
$669K +$252K +3,204 +64%
AWAU
824
Alliance Wealth Advisors (Utah)
Utah
$667K – – –
RBC
825
Romano Brothers & Co
Illinois
$664K – – –
31 32
33
34 35