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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1301
Root Financial Partners
California
$102K +$40.3K +488 +52%
NRG
1302
Nemes Rush Group
Michigan
$102K – – –
SPF
1303
South Plains Financial
Texas
$101K +$2.89K +35 +3%
UFF
1304
USA Financial Formulas
Michigan
$98.8K -$10.4K -126 -8%
MR
1305
Munich Reinsurance
$96.7K +$112K +1,356 New
OL
1306
OneFund LLC
Florida
$94.9K -$9.34K -113 -8%
TCM
1307
TD Capital Management
Tennessee
$94.3K +$496 +6 +0.5%
AWM
1308
Abound Wealth Management
Tennessee
$94.2K +$1.49K +18 +1%
BIA
1309
Bell Investment Advisors
California
$92.9K -$992 -12 -0.9%
WT
1310
WHI Trust
Illinois
$92.7K – – –
AFG
1311
Albion Financial Group
Utah
$92.2K – – –
BIAS
1312
Beacon Investment Advisory Services
New Jersey
$89.7K +$104K +1,258 New
EP
1313
Essential Partners
California
$89.3K +$331 +4 +0.3%
BG
1314
Bollard Group
Massachusetts
$88K +$661 +8 +0.7%
HBW
1315
Hazlett, Burt & Watson
West Virginia
$85K -$17.4K -210 -15%
CAL
1316
Capital Analysts LLC
Pennsylvania
$85K +$248 +3 +0.3%
PGAM
1317
Princeton Global Asset Management
New Jersey
$84.5K -$41.3K -500 -30%
KFI
1318
Key Financial Inc
Pennsylvania
$84.5K – – –
UCB
1319
United Community Bank
South Carolina
$83.7K -$4.13K -50 -4%
MIM
1320
Marshall Investment Management
Colorado
$83.4K +$96.7K +1,170 New
BONH
1321
Bank of New Hampshire
New Hampshire
$83.1K -$12.4K -150 -11%
FPF
1322
First Pacific Financial
Washington
$82.9K +$661 +8 +0.7%
CFO
1323
CVA Family Office
Colorado
$82.9K -$3.97K -48 -4%
SIA
1324
Sit Investment Associates
Minnesota
$82K – – –
BWA
1325
Basecamp Wealth Advisors
Washington
$80K -$3.06K -37 -3%
51 52
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