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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Compass Wealth Management
Connecticut
$368K – – –
AW
1027
Avion Wealth
Texas
$366K +$26.4K +345 +8%
WTB
1028
Washington Trust Bank
Washington
$365K -$16.9K -221 -4%
RT
1029
Rockland Trust
Massachusetts
$364K +$364K +4,758 New
CYG
1030
Clean Yield Group
Vermont
$362K – – –
MWA
1031
MFA Wealth Advisors
Pennsylvania
$361K +$28.3K +370 +8%
SIG
1032
Stonegate Investment Group
Alabama
$361K +$145K +1,899 +67%
TCOTS
1033
Trust Company of the South
North Carolina
$360K -$68.9K -900 -16%
AC
1034
AIFG Consultants
New York
$359K -$528K -6,895 -60%
FA
1035
FDx Advisors
Illinois
$358K -$36.1K -471 -9%
AWA
1036
Arkadios Wealth Advisors
Georgia
$358K -$40.6K -530 -10%
CMP
1037
Coston McIsaac & Partners
Maine
$356K -$82.2K -1,074 -19%
AA
1038
ALPS Advisors
Colorado
$356K – – –
S
1039
SimplyRich
California
$352K – – –
1IA
1040
1620 Investment Advisors
Massachusetts
$350K +$7.2K +94 +2%
EC
1041
EntryPoint Capital
New York
$349K +$6.28K +82 +2%
CT
1042
Chicago Trust
Illinois
$348K -$67.7K -885 -16%
OWA
1043
One Wealth Advisors
California
$348K +$348K +4,547 New
MGIA
1044
Moneta Group Investment Advisors
Missouri
$347K -$8.04K -105 -2%
FHA
1045
Flagship Harbor Advisors
Massachusetts
$347K +$612 +8 +0.2%
ILI
1046
Invesco LLC (Illinois)
Illinois
$346K -$7.27K -95 -2%
PPWP
1047
Premier Path Wealth Partners
New Jersey
$346K +$29.9K +390 +9%
CFP
1048
Catalyst Financial Partners
Massachusetts
$346K -$8.88K -116 -3%
WHG
1049
Westwood Holdings Group
Texas
$344K – – –
AIM
1050
Athena Investment Management
California
$343K – – –
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