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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
926
D.B. Root & Company
Pennsylvania
$572K +$23.4K +309 +5%
IWA
927
Invera Wealth Advisors
Oregon
$567K +$178K +2,347 +53%
SWP
928
Strategic Wealth Partners
Ohio
$565K -$33.8K -447 -6%
FMC
929
First Merchants Corp
Indiana
$564K +$606 +8 +0.1%
FCH
930
Freestone Capital Holdings
Washington
$562K -$286K -3,781 -36%
SCM
931
Schnieders Capital Management
California
$562K +$107K +1,411 +27%
WMA
932
Wealth Management Associates
New Jersey
$559K +$92.7K +1,225 +22%
PWM
933
Perigon Wealth Management
California
$559K +$53.5K +707 +12%
CWS
934
Confluence Wealth Services
Pennsylvania
$559K +$22.6K +299 +5%
MF
935
Magnetar Financial
Illinois
$558K -$42.8K -566 -8%
HWA
936
Heritage Wealth Advisors
Virginia
$550K – – –
DDC
937
DF Dent & Co
Maryland
$550K – – –
RBC
938
Romano Brothers & Co
Illinois
$549K -$32.2K -425 -6%
QP
939
Quartz Partners
New York
$542K +$66.1K +873 +16%
DMBA
940
Deseret Mutual Benefit Administrators
Utah
$542K -$52K -687 -10%
SAM
941
Smartleaf Asset Management
Massachusetts
$541K – – –
FM
942
Foster & Motley
Ohio
$539K -$131K -1,728 -21%
OC
943
Oakworth Capital
Alabama
$539K +$26.2K +346 +6%
CC
944
Centiva Capital
New York
$537K -$178K -2,350 -27%
DW30
945
Drucker Wealth 3.0
New Jersey
$537K -$45.5K -601 -9%
GCM
946
Glaxis Capital Management
Florida
$535K – – –
CG
947
Curat Global
New Hampshire
$532K -$223K -2,943 -41%
OFS
948
OneAscent Financial Services
Alabama
$530K -$46.2K -610 -9%
ZI
949
ZEGA Investments
Florida
$530K +$480K +6,340 New
TFA
950
Teamwork Financial Advisors
Texas
$528K +$478K +6,315 New
36 37
38
39 40