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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1226
Mattson Financial Services
Michigan
$225K -$1.04M -13,017 -83%
DE
1227
Diversified Enterprises
Delaware
$225K – – –
BBPWM
1228
Blue Bell Private Wealth Management
Pennsylvania
$224K +$60K +750 +38%
CF
1229
Claris Financial
Virginia
$223K +$217K +2,708 New
CPG
1230
Cornerstone Planning Group
New Jersey
$222K +$49.3K +616 +526%
FGWP
1231
Founders Grove Wealth Partners
Virginia
$222K -$2.08K -26 -1%
PBC
1232
Pavion Blue Capital
California
$221K -$9.2K -115 -4%
WIM
1233
WealthPlan Investment Management
Nebraska
$220K -$39.7K -497 -16%
TWM
1234
Trueblood Wealth Management
Ohio
$219K – – –
SAM
1235
Seelaus Asset Management
New Jersey
$219K – – –
EIP
1236
Ellis Investment Partners
Pennsylvania
$219K -$13.1K -164 -6%
KP
1237
Keel Point
Alabama
$219K +$212K +2,654 New
CC
1238
Courier Capital
New York
$218K +$211K +2,644 New
BFA
1239
Beaumont Financial Advisors
Massachusetts
$217K +$211K +2,641 New
SCM
1240
Shelton Capital Management
Colorado
$216K -$9.76K -122 -4%
WCM
1241
Weaver Capital Management
Georgia
$216K -$623K -7,785 -75%
HP
1242
Holistic Planning
Texas
$215K +$209K +2,610 New
WH
1243
Willner & Heller
California
$215K -$27.7K -346 -12%
NQWM
1244
Northwest Quadrant Wealth Management
Oregon
$214K -$16.4K -205 -7%
IAN
1245
Integrated Advisors Network
Texas
$214K +$208K +2,598 New
ACL
1246
Applied Capital LLC
Florida
$214K +$208K +2,598 New
EFSCE
1247
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$206K +2,578 New
PFA
1248
Pure Financial Advisors
California
$212K -$65.8K -823 -24%
EI
1249
Ellevest Inc
New York
$212K +$206K +2,573 New
AA
1250
Ancora Advisors
Ohio
$211K – – –
48 49
50
51 52