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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1051
Lifeworks Advisors
Michigan
$300K -$82.8K -1,025 -22%
TWA
1052
TCI Wealth Advisors
Arizona
$300K +$727 +9 +0.2%
BFA
1053
Beaumont Financial Advisors
Massachusetts
$300K +$298K +3,683 New
OWP
1054
Obermeyer Wealth Partners
Colorado
$298K – – –
EHAM
1055
Eagle Harbor Asset Management
Washington
$297K -$36.6K -453 -11%
MW
1056
Marcum Wealth
Ohio
$296K +$86.5K +1,070 +42%
OWM
1057
OneAscent Wealth Management
Alabama
$296K +$293K +3,628 New
FMLI
1058
Fukoku Mutual Life Insurance
Japan
$294K – – –
CS
1059
Cannell & Spears
New York
$294K +$17.4K +215 +6%
FIA
1060
Foundations Investment Advisors
Arizona
$292K -$323 -4 -0.1%
VHAM
1061
Van Hulzen Asset Management
California
$292K +$32.5K +402 +13%
DI
1062
Diligent Investors
California
$289K – – –
TTWM
1063
TCV Trust & Wealth Management
Virginia
$289K +$15K +185 +6%
AWA
1064
Arete Wealth Advisors
Illinois
$288K -$29.2K -361 -9%
GF
1065
Gabelli Funds
New York
$286K -$16.2K -200 -5%
APW
1066
Acima Private Wealth
Virginia
$286K -$2.02K -25 -0.7%
ACM
1067
Alethea Capital Management
Washington
$286K – – –
SFG
1068
Sather Financial Group
Texas
$286K +$283K +3,500 New
SL
1069
Salomon & Ludwin
Virginia
$285K -$5.82K -72 -2%
CA
1070
Cambridge Advisors
Nebraska
$283K -$3.23K -40 -1%
HFAS
1071
Hummer Financial Advisory Services
Illinois
$283K – – –
PWA
1072
Phoenix Wealth Advisors
North Carolina
$283K +$21.3K +263 +8%
GAG
1073
GM Advisory Group
New York
$282K – – –
CP
1074
Covenant Partners
Tennessee
$281K -$82.8K -1,025 -23%
WAM
1075
Walker Asset Management
Missouri
$281K +$1.54K +19 +0.6%
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43
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