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US Foods
USFD

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$14.3K – – –
LI
552
LRI Investments
Florida
$13.9K – – –
BF
553
BOK Financial
Oklahoma
$13K +$12.9K +172 New
RWS
554
Retirement Wealth Solutions
Wisconsin
$12.6K -$2.33K -31 -16%
CTWM
555
Cherry Tree Wealth Management
Minnesota
$12.1K +$12.1K +161 New
KFAS
556
Keating Financial Advisory Services
Kansas
$11.9K +$11.9K +158 New
OAJ
557
Ogorek Anthony Joseph
New York
$11K -$6.08K -81 -35%
FFO
558
Fortitude Family Office
Arizona
$9.64K – – –
SGK
559
Steigerwald Gordon & Koch
Virginia
$9.57K +$9.54K +127 New
EWP
560
Elevation Wealth Partners
California
$9.49K +$5.48K +73 +138%
BWA
561
Basecamp Wealth Advisors
Washington
$9.47K +$9.46K +126 New
WA
562
WPG Advisers
Maryland
$8.66K -$6.01K -80 -41%
ADL
563
Asset Dedication LLC
California
$8.66K – – –
HNW
564
High Note Wealth
Minnesota
$8.29K -$75 -1 -0.9%
CSC
565
Caldwell Sutter Capital
California
$7.98K – – –
BWL
566
Bogart Wealth LLC
Virginia
$7.98K +$1.5K +20 +23%
AA
567
Addison Advisors
Vermont
$7.83K +$3.53K +47 +82%
SWM
568
SHP Wealth Management
Massachusetts
$7.74K +$7.73K +103 New
BCWM
569
Bartlett & Co Wealth Management
Ohio
$7.31K – – –
HWM
570
HighMark Wealth Management
Minnesota
$7.31K – – –
HNB
571
Huntington National Bank
Ohio
$6.93K -$2.63K -35 -28%
MAM
572
Marquette Asset Management
Minnesota
$6.18K +$1.95K +26 +46%
ZBNA
573
Zions Bancorporation, National Association
Utah
$6.18K +$6.16K +82 New
AGWCA
574
Annis Gardner Whiting Capital Advisors
Florida
$6.03K – – –
SIS
575
Sound Income Strategies
Florida
$5.57K – – –
21 22
23
24 25