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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1151
Lincoln Capital
Nebraska
$232K – – –
EL
1152
EMFO LLC
Florida
$232K +$95K +1,377 +77%
PAS
1153
Point72 Asia (Singapore)
Singapore
$231K +$218K +3,165 New
IAN
1154
Integrated Advisors Network
Texas
$231K +$966 +14 +0.4%
CGH
1155
CMG Global Holdings
Texas
$230K +$200K +2,895 New
GP
1156
Girard Partners
Pennsylvania
$228K -$22.9K -332 -10%
GF
1157
Gries Financial
Ohio
$228K +$215K +3,117 New
AFS
1158
Annapolis Financial Services
Maryland
$227K -$28.9K -419 -12%
RMF
1159
Red Mountain Financial
Colorado
$226K +$214K +3,095 New
LSAG
1160
Lake Street Advisors Group
New Hampshire
$226K +$213K +3,084 New
NHT
1161
New Hampshire Trust
New Hampshire
$225K – – –
NDSI
1162
Newman Dignan & Sheerar Inc
Rhode Island
$225K +$345 +5 +0.2%
TSWM
1163
Triangle Securities Wealth Management
North Carolina
$224K – – –
MSFP
1164
Mark Sheptoff Financial Planning
Connecticut
$224K – – –
TPCW
1165
TD Private Client Wealth
New York
$224K -$27.5K -398 -12%
EIA
1166
Edgemoor Investment Advisors
Maryland
$223K – – –
KP
1167
Keel Point
Alabama
$223K +$211K +3,050 New
TTWM
1168
TCV Trust & Wealth Management
Virginia
$223K – – –
AFG
1169
Atomi Financial Group
New York
$222K +$209K +3,033 New
TCOTS
1170
Trust Company of the South
North Carolina
$222K +$209K +3,029 New
DMBA
1171
Deseret Mutual Benefit Administrators
Utah
$221K -$73.4K -1,063 -26%
ARC
1172
Advisor Resource Council
Texas
$221K +$208K +3,017 New
SB
1173
Simmons Bank
Arkansas
$221K +$208K +3,016 New
JSA
1174
Jacobson & Schmitt Advisors
Wisconsin
$219K -$15.4K -223 -7%
SCM
1175
Shelton Capital Management
Colorado
$218K -$16.1K -233 -7%
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47
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