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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1051
Kingswood Wealth Advisors
California
$338K -$132K -1,802 -29%
TL
1052
Tradewinds LLC
North Carolina
$338K +$7.4K +101 +2%
DG
1053
DMC Group
Alabama
$337K +$133K +1,817 +68%
WFS
1054
Walker Financial Services
Kentucky
$335K – – –
AIM
1055
Athena Investment Management
California
$334K -$2.49K -34 -0.8%
CFP
1056
Catalyst Financial Partners
Massachusetts
$333K -$5.94K -81 -2%
BMWM
1057
Brown Miller Wealth Management
Virginia
$333K – – –
MPM
1058
MBB Public Markets
Illinois
$332K +$325K +4,430 New
PMG
1059
ProVise Management Group
Florida
$331K +$324K +4,415 New
BFM
1060
Boothbay Fund Management
New York
$331K +$323K +4,411 New
HFRG
1061
Houlihan Financial Resource Group
Virginia
$328K – – –
DP
1062
Dearborn Partners
Illinois
$327K -$135K -1,837 -30%
FFA
1063
First Foundation Advisors
California
$327K – – –
CIA
1064
Compass Ion Advisors
Pennsylvania
$325K -$43.5K -593 -12%
BWM
1065
BankPlus Wealth Management
Mississippi
$323K +$31.6K +431 +11%
HCMT
1066
Highland Capital Management (Tennessee)
Tennessee
$323K – – –
RFO
1067
RiverGlades Family Offices
Florida
$323K +$315K +4,300 New
FHA
1068
Flagship Harbor Advisors
Massachusetts
$321K -$19K -259 -6%
DA
1069
Dover Advisors
Virginia
$321K +$313K +4,275 New
EH
1070
Equitable Holdings
New York
$320K -$93K -1,269 -23%
NWM
1071
Northcape Wealth Management
New York
$320K – – –
JFG
1072
Jefferies Financial Group
New York
$319K +$312K +4,253 New
HSWM
1073
Hubbell Strickland Wealth Management
Louisiana
$319K -$2.79K -38 -0.9%
BHIA
1074
Birch Hill Investment Advisors
Massachusetts
$319K -$62.5K -852 -17%
GLA
1075
Great Lakes Advisors
Illinois
$316K +$23K +314 +8%
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