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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
826
McCarter Private Wealth Services
Massachusetts
$653K +$101K +1,328 +18%
FMWA
827
Forvis Mazars Wealth Advisors
Missouri
$652K -$39.9K -525 -6%
TAI
828
Terra Alpha Investments
District of Columbia
$652K -$806K -10,595 -55%
GI
829
GAMMA Investing
California
$650K -$73.8K -970 -10%
WP
830
Woodline Partners
California
$650K -$60.4M -794,476 -99%
BTC
831
Bank & Trust Company
Illinois
$646K +$28.8K +379 +5%
MA
832
Montag & Associates
Georgia
$644K +$9.36K +123 +1%
MIM
833
Marco Investment Management
Georgia
$641K – – –
SAI
834
Savvy Advisors Inc
New York
$641K +$322K +4,234 +95%
PA
835
Persium Advisors
Georgia
$639K +$53K +696 +9%
PWMAG
836
Pinnacle Wealth Management Advisory Group
New Jersey
$638K +$533 +7 +0.1%
DG
837
DMC Group
Alabama
$637K +$71.3K +937 +12%
APIM
838
Agate Pass Investment Management
Washington
$633K -$459K -6,030 -41%
AG
839
Ascent Group
Virginia
$632K +$99.7K +1,311 +18%
TRCT
840
Tower Research Capital (TRC)
New York
$630K +$48.4K +636 +8%
GM
841
GeoWealth Management
Illinois
$630K +$69.2K +910 +12%
KCAM
842
Kagan Cocozza Asset Management
New Jersey
$628K -$17.5K -230 -3%
SOAM
843
SBI Okasan Asset Management
Japan
$625K +$639K +8,400 New
IPW
844
Impact Partnership Wealth
Georgia
$625K +$159K +2,084 +33%
HAIM
845
Hunter Associates Investment Management
Pennsylvania
$625K – – –
CWM
846
Cornerstone Wealth Management
Missouri
$619K +$7.68K +101 +1%
GT
847
Greenleaf Trust
Michigan
$612K -$52.2K -686 -8%
SFSG
848
Sound Financial Strategies Group
Mississippi
$609K -$65.6K -862 -9%
FISPB
849
Fideuram - Intesa Sanpaolo Private Banking
$608K +$628K +8,255 New
MEAC
850
M.E. Allison & Co
Texas
$608K -$10.1K -133 -2%
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