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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
1201
Harvest Group Wealth Management
Massachusetts
$8K -$220 -3 -3%
CMBA
1202
C.M. Bidwell & Associates
Hawaii
$8K – – –
ANBT
1203
American National Bank & Trust
Texas
$8K +$7.05K +96 New
HCA
1204
Horan Capital Advisors
Ohio
$8K +$7.34K +100 New
RMC
1205
Resources Management Corp
Connecticut
$8K +$7.34K +100 New
WWM
1206
Willingdon Wealth Management
North Carolina
$7K +$6.61K +90 New
LWM
1207
Lenox Wealth Management
Ohio
$6K – – –
BEI
1208
Benjamin Edwards Inc
Missouri
$6K +$5.43K +74 New
TL
1209
TrueWealth LLC
Georgia
$5K – – –
LFG
1210
Larson Financial Group
Missouri
$5K +$3.82K +52 +650%
SIAS
1211
Shine Investment Advisory Services
Colorado
$5K +$4.4K +60 New
EWA
1212
Evolution Wealth Advisors
Florida
$4K -$3.23K -44 -44%
GWS
1213
Glassman Wealth Services
Virginia
$4K – – –
HWM
1214
Holloway Wealth Management
Florida
$4K – – –
LFG
1215
LifePlan Financial Group
Ohio
$4K – – –
RWM
1216
Raffa Wealth Management
District of Columbia
$3.89K +$3.6K +49 New
PWMG
1217
Prestige Wealth Management Group
New Jersey
$3K -$9.54K -130 -79%
CIR
1218
Clear Investment Research
Georgia
$3K – – –
CCM
1219
Copeland Capital Management
Pennsylvania
$3K +$2.42K +33 New
PFGIA
1220
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$97.3K -1,325 -98%
FPS
1221
Fieldpoint Private Securities
Connecticut
$2K -$2.94K -40 -65%
WCG
1222
Weaver Consulting Group
California
$2K – – –
NC
1223
NewSquare Capital
Pennsylvania
$2K +$1.83K +25 New
PWP
1224
Personal Wealth Partners
Minnesota
$2K +$1.91K +26 New
FGAM
1225
Financial Gravity Asset Management
Texas
$1K -$73 -1 -9%
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49
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