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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
1126
Wellington Shields Capital Management
New York
$265K – – –
NC
1127
Napatree Capital
Rhode Island
$263K +$253K +3,363 New
CWP
1128
Cyndeo Wealth Partners
Florida
$262K -$10.5K -140 -4%
DFCM
1129
Dark Forest Capital Management
Puerto Rico
$261K +$251K +3,344 New
CTC
1130
Central Trust Company
Missouri
$261K -$91.6K -1,218 -27%
TWA
1131
TCI Wealth Advisors
Arizona
$260K +$526 +7 +0.2%
GWM
1132
Geneos Wealth Management
Colorado
$260K +$41.8K +556 +20%
LSAG
1133
Lake Street Advisors Group
New Hampshire
$260K +$25K +332 +11%
RIA
1134
Richwood Investment Advisors
Ohio
$259K -$33.8K -450 -12%
GB
1135
Goepper Burkhardt
South Carolina
$259K – – –
DMBA
1136
Deseret Mutual Benefit Administrators
Utah
$258K -$29.5K -392 -11%
WIM
1137
WealthPlan Investment Management
Nebraska
$258K +$1.2K +16 +0.5%
PL
1138
Perpetual Ltd
Australia
$258K – – –
QFA
1139
Quantum Financial Advisors
California
$257K +$248K +3,297 New
SF
1140
Summit Financial
New Jersey
$257K -$13.4K -178 -5%
PWA
1141
Phoenix Wealth Advisors
North Carolina
$254K -$5.56K -74 -2%
GRP
1142
Global Retirement Partners
California
$252K -$234K -3,119 -49%
SAA
1143
Southeast Asset Advisors
Georgia
$252K – – –
MW
1144
Marcum Wealth
Ohio
$252K -$34.1K -453 -12%
KP
1145
Keel Point
Alabama
$252K +$2.1K +28 +0.9%
OWP
1146
ORG Wealth Partners
Texas
$251K +$242K +3,214 New
CCFCSB
1147
Cape Cod Five Cents Savings Bank
Massachusetts
$251K -$4.36K -58 -2%
HCM
1148
Howard Capital Management
Georgia
$250K +$241K +3,208 New
OWA
1149
Octavia Wealth Advisors
Ohio
$250K +$1.88K +25 +0.8%
CA
1150
Claro Advisors
Massachusetts
$250K +$240K +3,197 New
44 45
46
47 48