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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1026
R.M. Davis Inc
Maine
$325K +$36.7K +454 +12%
BFAG
1027
Blackston Financial Advisory Group
Florida
$324K +$13K +161 +4%
CI
1028
Conning Inc
Connecticut
$322K -$1.13K -14 -0.3%
TPWM
1029
Twelve Points Wealth Management
Massachusetts
$321K – – –
NQWM
1030
Northwest Quadrant Wealth Management
Oregon
$319K -$19.4K -240 -5%
AFS
1031
Annapolis Financial Services
Maryland
$317K -$112K -1,389 -25%
EI
1032
Ellevest Inc
New York
$316K +$13.2K +164 +4%
JWCA
1033
J.W. Cole Advisors
Florida
$315K +$33.9K +420 +11%
IIA
1034
ICW Investment Advisors
Arizona
$313K +$485 +6 +0.1%
EIP
1035
Ellis Investment Partners
Pennsylvania
$313K +$1.94K +24 +0.6%
RFS
1036
Retirement Financial Solutions
Tennessee
$311K +$329K +4,072 New
KIC
1037
Keating Investment Counselors
Florida
$310K +$327K +4,050 New
RIA
1038
Richwood Investment Advisors
Ohio
$309K -$7.27K -90 -2%
JSC
1039
Jackson Square Capital
California
$309K -$3.72K -46 -1%
CB
1040
Cadence Bank
Mississippi
$308K – – –
AB
1041
Atlas Brown
Kentucky
$308K +$14.5K +180 +5%
TT
1042
TI-Trust
Illinois
$307K – – –
HCM
1043
Hengehold Capital Management
Ohio
$307K – – –
RGF
1044
Retirement Guys Formula
Ohio
$307K +$325K +4,017 New
CPA
1045
Capital Planning Advisors
California
$306K -$16.4K -203 -5%
AG
1046
Advocate Group
Minnesota
$306K – – –
AWM
1047
Aevitas Wealth Management
Massachusetts
$306K +$242 +3 +0.1%
AWA
1048
Arete Wealth Advisors
Illinois
$306K – – –
FIA
1049
Foundations Investment Advisors
Arizona
$306K +$36.8K +455 +13%
MOS
1050
MGO One Seven
Ohio
$305K +$25.9K +321 +9%
40 41
42
43 44