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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
926
Intrepid Financial Planning Group
Indiana
$437K – – –
SVWAG
927
Sound View Wealth Advisors Group
Georgia
$437K +$29K +359 +6%
SIA
928
Schechter Investment Advisors
Michigan
$435K -$9.37K -116 -2%
ECM
929
Evergreen Capital Management
Washington
$433K +$111K +1,370 +32%
CPSC
930
Carl P. Sherr & Co
Massachusetts
$431K – – –
CWS
931
Confluence Wealth Services
Pennsylvania
$429K -$1.37K -17 -0.3%
MA
932
Montag & Associates
Georgia
$427K +$3.56K +44 +0.8%
FMAEN1
933
Fund Management at Engine No 1
California
$427K +$54.9K +679 +14%
GLA
934
Good Life Advisors
Pennsylvania
$425K +$12.1K +150 +3%
CAM
935
Costello Asset Management
Pennsylvania
$425K +$368K +4,561 +456%
YWP
936
YorkBridge Wealth Partners
New York
$425K – – –
SP
937
Symmetry Partners
Connecticut
$424K – – –
SGI
938
Summit Global Investments
Utah
$420K +$4.28K +53 +1%
IP
939
Intellectus Partners
California
$417K -$12.8K -158 -3%
EAM
940
Empirical Asset Management
Massachusetts
$415K +$48.5K +600 +11%
DWM
941
Drive Wealth Management
Utah
$414K +$438K +5,420 New
MJP
942
Michael J. Puzo
$413K -$40.4K -500 -8%
EFS
943
Essex Financial Services
Connecticut
$411K -$92.3K -1,143 -18%
PAMG
944
Patton Albertson Miller Group
Tennessee
$410K -$19.9K -246 -4%
PCS
945
Personal CFO Solutions
New Jersey
$410K +$191K +2,369 +79%
RIM
946
Regent Investment Management
Kentucky
$409K – – –
CGFA
947
Colton Groome Financial Advisors
North Carolina
$409K -$72.5K -898 -14%
WMA
948
Wealth Management Associates
New Jersey
$408K -$163K -2,020 -27%
CYG
949
Clean Yield Group
Vermont
$408K +$8.89K +110 +2%
M
950
Mirova
France
$406K -$218K -2,699 -34%
36 37
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