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US Foods

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Avantax Advisory Services
Texas
$309K +$281K +5,023 New
IGAM
352
iA Global Asset Management
Quebec, Canada
$305K +$7.16K +128 +3%
ONB
353
Old National Bancorp
Indiana
$304K -$75K -1,340 -21%
Lido Advisors
354
Lido Advisors
California
$302K +$275K +4,912 New
HCMT
355
Highland Capital Management (Tennessee)
Tennessee
$297K +$26K +465 +11%
CCM
356
Coldstream Capital Management
Washington
$295K +$13.8K +246 +5%
CNB
357
Camden National Bank
Maine
$290K +$264K +4,718 New
AFG
358
Atomi Financial Group
New York
$286K +$43.5K +778 +20%
IAA
359
Independent Advisor Alliance
North Carolina
$284K -$11.6K -207 -4%
SAG
360
SageView Advisory Group
California
$282K -$69.3K -1,239 -21%
WC
361
Waterloo Capital
Texas
$272K +$248K +4,426 New
Capital World Investors
362
Capital World Investors
California
$268K +$244K +4,356 New
AWS
363
Atria Wealth Solutions
New York
$264K +$240K +4,285 New
FCBT
364
First Citizens Bank & Trust
North Carolina
$261K +$237K +4,242 New
Capstone Investment Advisors
365
Capstone Investment Advisors
New York
$255K -$430K -7,679 -65%
SCA
366
Snowden Capital Advisors
New York
$254K +$231K +4,134 New
OWA
367
One Wealth Advisors
California
$252K
RWM
368
Revisor Wealth Management
Ohio
$248K +$226K +4,036 New
SOW
369
State of Wyoming
Wyoming
$245K +$75.3K +1,346 +51%
LWAM
370
Legacy Wealth Asset Management
Minnesota
$244K +$222K +3,974 New
CNBT
371
Canandaigua National Bank & Trust
New York
$244K +$222K +3,962 New
IIC
372
Integrated Investment Consultants
Michigan
$240K -$28K -500 -11%
ECM
373
Evergreen Capital Management
Washington
$234K +$213K +3,811 New
CP
374
Covenant Partners
Tennessee
$231K +$210K +3,760 New
CAM
375
Claret Asset Management
Quebec, Canada
$230K +$209K +3,741 New