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US Foods
USFD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
351
AlphaCore Capital
California
$640K +$146K +1,638 +35%
KJWM
352
Kiley Juergens Wealth Management
Washington
$639K -$17.8K -200 -3%
CAM
353
Congress Asset Management
Massachusetts
$627K +$165K +1,854 +43%
VAS
354
Vestmark Advisory Solutions
Massachusetts
$626K -$707K -7,929 -56%
PFS
355
Prospera Financial Services
Texas
$625K +$9.1K +102 +2%
QI
356
Qtron Investments
Massachusetts
$620K +$541K +6,068 New
SSCM
357
Sovereign's Capital Management
Georgia
$612K -$11.9K -133 -2%
ACA
358
Atlas Capital Advisors
Wyoming
$599K +$59.6K +668 +13%
AIA
359
Affinity Investment Advisors
California
$597K -$399K -4,469 -43%
SPC
360
Spirepoint Private Client
Florida
$592K +$81K +908 +19%
SC
361
Syon Capital
California
$592K -$64.9K -727 -11%
OWA
362
One Wealth Advisors
California
$589K +$87K +975 +20%
CPIG
363
Chicago Partners Investment Group
Illinois
$585K -$27.8K -312 -5%
CG
364
Caprock Group
Idaho
$571K -$595K -6,668 -54%
OIA
365
OneDigital Investment Advisors
Kansas
$568K -$1.29M -14,501 -72%
OAM
366
Oppenheimer Asset Management
New York
$567K -$75.7K -849 -13%
CC
367
Centiva Capital
New York
$566K -$397K -4,452 -45%
SI
368
Severin Investments
Missouri
$551K +$480K +5,386 New
GT
369
Glenmede Trust
Pennsylvania
$547K +$13.9K +156 +3%
AWM
370
AE Wealth Management
Kansas
$545K +$40.9K +458 +9%
LCGC
371
Legacy Capital Group California
California
$543K -$13.7K -154 -3%
BEI
372
Benjamin Edwards Inc
Missouri
$543K -$89 -1 -0%
MGWM
373
Marks Group Wealth Management
Minnesota
$542K +$43.5K +488 +10%
AC
374
Aristeia Capital
Connecticut
$525K +$458K +5,132 New
PCM
375
Polymer Capital Management
New York
$523K -$55.9K -627 -11%
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15
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