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US Foods
USFD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
626
Darwin Wealth Management
Florida
$828 +$826 +11 New
WWM
627
Wolff Wiese Magana
California
$754 – – –
LSA
628
Leonteq Securities AG
Switzerland
$753 -$4.5K -60 -86%
KFI
629
Key Financial Inc
Pennsylvania
$753 – – –
HFS
630
Hughes Financial Services
Virginia
$753 +$150 +2 +25%
SHIM
631
Stone House Investment Management
Pennsylvania
$753 +$751 +10 New
TFA
632
Toth Financial Advisory
Virginia
$678 +$676 +9 New
TPBG
633
Turning Point Benefit Group
Maryland
$602 – – –
PWA
634
Physician Wealth Advisors
Utah
$528 -$676 -9 -56%
RS
635
Rakuten Securities
Japan
$527 +$75 +1 +17%
CFO
636
CVA Family Office
Colorado
$527 +$526 +7 New
HWP
637
Highline Wealth Partners
California
$452 – – –
QWM
638
Quaker Wealth Management
New Jersey
$452 – – –
SA
639
Seneschal Advisors
Washington
$452 +$75 +1 +20%
CFB
640
Cullen/Frost Bankers
Texas
$452 +$451 +6 New
DF
641
Dunhill Financial
United Kingdom
$366 -$75 -1 -17%
CPG
642
Cornerstone Planning Group
New Jersey
$251 -$5.71K -76 -96%
ACA
643
American Capital Advisory
Idaho
$151 -$225 -3 -60%
WBC
644
West Branch Capital
Massachusetts
$151 – – –
MCM
645
Manchester Capital Management
Vermont
$151 +$150 +2 New
TFM
646
TFC Financial Management
Massachusetts
$76 – – –
DCM
647
Davis Capital Management
Florida
$75 -$225 -3 -75%
SSG
648
Summit Securities Group
New York
$75 +$75 +1 New
DCM
649
Dorsal Capital Management
California
– -$193M -2,525,000 Closed
SWGC
650
Summit Wealth Group (Colorado)
Colorado
– -$31.6M -817,232 Closed
24 25
26
27 28