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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
901
Woodmont Investment Counsel
Tennessee
$509K – – –
BFG
902
Beacon Financial Group
Texas
$509K -$12.1K -153 -2%
MIM
903
Montgomery Investment Management
Maryland
$507K – – –
LFAS
904
Level Four Advisory Services
Texas
$505K – – –
PS
905
Principal Securities
Iowa
$500K +$34.8K +442 +8%
WBC
906
West Branch Capital
Massachusetts
$497K +$1.73K +22 +0.4%
BIM
907
Baldwin Investment Management
Pennsylvania
$494K +$22.1K +280 +5%
SPA
908
Sherbrooke Park Advisers
New York
$494K +$480K +6,088 New
EW
909
Evoke Wealth
California
$493K +$478K +6,071 New
WTC
910
WhitTier Trust Company
Nevada
$493K – – –
CWM
911
Compass Wealth Management
Connecticut
$492K -$23.6K -300 -5%
CCA
912
Checchi Capital Advisers
California
$492K +$4.41K +56 +0.9%
S
913
SignatureFD
Georgia
$490K -$17.8K -226 -4%
EP
914
Edgestream Partners
New Jersey
$489K +$475K +6,026 New
MJP
915
Michael J. Puzo
$488K +$76K +965 +19%
KA
916
Klingman & Associates
New York
$487K – – –
GIP
917
Granite Investment Partners
California
$487K – – –
CP
918
Cumberland Partners
Ontario, Canada
$487K +$473K +6,000 New
KIC
919
Keating Investment Counselors
Florida
$486K -$102K -1,300 -18%
AF
920
Allworth Financial
California
$485K +$3.15K +40 +0.7%
AWM
921
Aberdeen Wealth Management
Illinois
$484K – – –
CIA
922
Concurrent Investment Advisors
Florida
$484K -$174K -2,214 -27%
FLPIM
923
F.L. Putnam Investment Management
Massachusetts
$482K -$29.2K -370 -6%
PTC
924
Private Trust Company
Ohio
$479K -$11.3K -143 -2%
GEA
925
Glen Eagle Advisors
New Jersey
$477K -$3.15K -40 -0.7%
35 36
37
38 39