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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
901
Klingman & Associates
New York
$394K -$14.9K -207 -3%
AWM
902
Aberdeen Wealth Management
Illinois
$394K – – –
NL
903
NWAM LLC
Washington
$393K -$4.81K -67 -1%
WC
904
Whitney & Co
New York
$393K -$10.8K -150 -2%
NME
905
Notis-McConarty Edward
$392K – – –
PCS
906
Personal CFO Solutions
New Jersey
$391K +$14.2K +197 +3%
PA
907
Profund Advisors
Maryland
$388K -$52.5K -731 -11%
WIM
908
WealthPlan Investment Management
Nebraska
$388K -$3.99M -55,527 -90%
BHIA
909
Birch Hill Investment Advisors
Massachusetts
$386K – – –
CMP
910
Coston McIsaac & Partners
Maine
$386K +$2.16K +30 +0.5%
LFAS
911
Level Four Advisory Services
Texas
$385K -$18.1K -252 -4%
TWC
912
TD Waterhouse Canada
Ontario, Canada
$385K -$1.55M -21,556 -79%
AAM
913
Aureus Asset Management
Massachusetts
$384K – – –
SWM
914
Segment Wealth Management
Texas
$384K +$2.44K +34 +0.6%
BFO
915
Boston Family Office
Massachusetts
$384K – – –
BIM
916
Baldwin Investment Management
Pennsylvania
$384K -$129K -1,800 -24%
DWA
917
Douglass Winthrop Advisors
New York
$383K – – –
IFPG
918
Intrepid Financial Planning Group
Indiana
$378K – – –
FPAS
919
Focus Partners Advisor Solutions
Missouri
$375K +$164K +2,277 +67%
AIM
920
Acropolis Investment Management
Missouri
$374K -$36.7K -511 -8%
KFP
921
KB Financial Partners
New Jersey
$374K +$5.17K +72 +1%
CNBT
922
Canandaigua National Bank & Trust
New York
$374K +$55.8K +777 +16%
LCM
923
Landscape Capital Management
New Jersey
$374K +$407K +5,658 New
CPSC
924
Carl P. Sherr & Co
Massachusetts
$372K – – –
GLA
925
Good Life Advisors
Pennsylvania
$371K +$7.18K +100 +2%
35 36
37
38 39