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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1151
Northwest Quadrant Wealth Management
Oregon
$249K +$451 +6 +0.2%
PMSA
1152
Patrick M. Sweeney & Associates
Illinois
$249K +$6.39K +85 +3%
BIP
1153
Brandes Investment Partners
California
$248K – – –
LC
1154
Lincoln Capital
Nebraska
$248K – – –
1WM
1155
1858 Wealth Management
Ohio
$247K – – –
DI
1156
Diligent Investors
California
$242K -$37.6K -500 -14%
RFO
1157
RiverGlades Family Offices
Florida
$242K +$233K +3,100 New
LAM
1158
Lewis Asset Management
California
$242K -$14.7K -196 -6%
CWS
1159
Confluence Wealth Services
Pennsylvania
$241K +$232K +3,082 New
AAM
1160
Aureus Asset Management
Massachusetts
$240K -$120K -1,590 -34%
SHFA
1161
SC&H Financial Advisors
Maryland
$240K +$827 +11 +0.4%
TAM
1162
Tucker Asset Management
Colorado
$239K -$72.6K -966 -24%
EIA
1163
Edgemoor Investment Advisors
Maryland
$238K – – –
HFAS
1164
Hummer Financial Advisory Services
Illinois
$238K -$30.1K -400 -12%
BFA
1165
Beaumont Financial Advisors
Massachusetts
$238K -$8.04K -107 -3%
CA
1166
Commerzbank Aktiengesellschaft
Germany
$237K +$227K +3,026 New
CP
1167
Covenant Partners
Tennessee
$237K +$228K +3,034 New
TTWM
1168
TCV Trust & Wealth Management
Virginia
$236K -$1.2K -16 -0.5%
TSWM
1169
Triangle Securities Wealth Management
North Carolina
$235K -$4.13K -55 -2%
NGA
1170
Naples Global Advisors
Florida
$235K -$451 -6 -0.2%
SIS
1171
Sound Income Strategies
Florida
$235K -$301 -4 -0.1%
JSA
1172
Jacobson & Schmitt Advisors
Wisconsin
$234K – – –
CAM
1173
Columbia Asset Management
Michigan
$234K -$45.1K -600 -17%
HTHT
1174
Hemenway Trust Hemenway Trust
New Hampshire
$233K -$43K -572 -16%
WPA
1175
West Paces Advisors
Georgia
$233K +$210K +2,800 +1,474%
45 46
47
48 49