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US Foods
USFD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
551
Retirement Wealth Solutions
Wisconsin
$17.9K -$892 -10 -5%
SGFG
552
Silver Grove Financial Group
New York
$17.5K +$15.3K +171 New
APFP
553
Action Point Financial Planning
Michigan
$17.2K +$15.4K +173 New
BWL
554
Bogart Wealth LLC
Virginia
$16.5K +$6.16K +69 +75%
OCWP
555
Owl Creek Wealth Partners
Colorado
$15.3K +$892 +10 +7%
WA
556
WPG Advisers
Maryland
$15K +$2.85K +32 +28%
OAJ
557
Ogorek Anthony Joseph
New York
$15K – – –
WAG
558
Wilkerson Advisory Group
Missouri
$14.6K – – –
CFO
559
CVA Family Office
Colorado
$14.2K -$16.1K -180 -56%
ADL
560
Asset Dedication LLC
California
$14K +$1.96K +22 +19%
EWP
561
Elevation Wealth Partners
California
$12.9K – – –
AA
562
Addison Advisors
Vermont
$11.6K -$2.94K -33 -23%
HNW
563
High Note Wealth
Minnesota
$11.2K – – –
CSC
564
Caldwell Sutter Capital
California
$10.8K – – –
CMA
565
Cedar Mountain Advisors
Oregon
$10.1K – – –
RWM
566
Raffa Wealth Management
District of Columbia
$10.1K +$803 +9 +10%
BCWM
567
Bartlett & Co Wealth Management
Ohio
$9.92K – – –
IAS
568
IMA Advisory Services
Colorado
$9.92K +$2.85K +32 +49%
RWM
569
Rialto Wealth Management
New York
$9.61K +$3.39K +38 +68%
HWM
570
HighMark Wealth Management
Minnesota
$9.41K – – –
KAS
571
Kemnay Advisory Services
New York
$9.41K +$714 +8 +10%
SWM
572
SHP Wealth Management
Massachusetts
$9.28K +$803 +9 +11%
ZBNA
573
Zions Bancorporation, National Association
Utah
$8.9K -$4.55K -51 -37%
TFA
574
Transamerica Financial Advisors
Florida
$8.79K -$25.3K -284 -77%
BBHC
575
Brown Brothers Harriman & Co
New York
$8.49K – – –
21 22
23
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