| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SYY Share Count |
|---|
| Massmutual Trust Co. FSB ADV |
1,695 |
9,826 |
+8,131 |
+479.71% |
| Versant Capital Management Inc |
204 |
310 |
+106 |
+51.96% |
| Rise Advisors LLC |
620 |
932 |
+312 |
+50.32% |
| Legato Capital Management LLC |
28,572 |
39,373 |
+10,801 |
+37.80% |
| NBC Securities Inc. |
12,770 |
16,981 |
+4,211 |
+32.98% |
| Gilman Hill Asset Management LLC |
41,855 |
52,317 |
+10,462 |
+25.00% |
| Atticus Wealth Management LLC |
850 |
1,000 |
+150 |
+17.65% |
| Los Angeles Capital Management & Equity Research Inc. |
201,557 |
229,851 |
+28,294 |
+14.04% |
| GAMMA Investing LLC |
3,625 |
4,127 |
+502 |
+13.85% |
| Independence Bank of Kentucky |
3,188 |
3,598 |
+410 |
+12.86% |
| Park National Corp OH |
14,735 |
16,518 |
+1,783 |
+12.10% |
| New Mexico Educational Retirement Board |
26,394 |
29,494 |
+3,100 |
+11.75% |
| Canandaigua National Bank & Trust Co. |
6,692 |
7,352 |
+660 |
+9.86% |
| Fulton Bank N.A. |
2,829 |
3,085 |
+256 |
+9.05% |
| Bruce G. Allen Investments LLC |
921 |
987 |
+66 |
+7.17% |
| Pure Financial Advisors Inc. |
3,253 |
3,482 |
+229 |
+7.04% |
| Wealthcare Advisory Partners LLC |
9,755 |
10,314 |
+559 |
+5.73% |
| Toth Financial Advisory Corp |
123,147 |
129,731 |
+6,584 |
+5.35% |
| Griffin Asset Management Inc. |
34,218 |
35,918 |
+1,700 |
+4.97% |
| Country Trust Bank |
357,592 |
374,963 |
+17,371 |
+4.86% |
| Hummer Financial Advisory Services Inc |
3,450 |
3,615 |
+165 |
+4.78% |
| Wedmont Private Capital |
4,412 |
4,622 |
+210 |
+4.76% |
| Dynamic Advisor Solutions LLC |
4,432 |
4,642 |
+210 |
+4.74% |
| Pallas Capital Advisors LLC |
8,447 |
8,811 |
+364 |
+4.31% |
| Allied Investment Advisors LLC |
111,752 |
116,005 |
+4,253 |
+3.81% |
| Flagship Harbor Advisors LLC |
3,650 |
3,787 |
+137 |
+3.75% |
| Winthrop Advisory Group LLC |
3,972 |
4,120 |
+148 |
+3.73% |
| Wealth Enhancement Advisory Services LLC |
155,725 |
160,434 |
+4,709 |
+3.02% |
| Cyndeo Wealth Partners LLC |
3,311 |
3,411 |
+100 |
+3.02% |
| Agate Pass Investment Management LLC |
14,923 |
15,368 |
+445 |
+2.98% |
| Grimes & Company Inc. |
172,318 |
177,299 |
+4,981 |
+2.89% |
| Ballentine Partners LLC |
9,774 |
10,055 |
+281 |
+2.87% |
| Exeter Financial LLC |
16,051 |
16,507 |
+456 |
+2.84% |
| RFG Advisory LLC |
4,020 |
4,132 |
+112 |
+2.79% |
| Bath Savings Trust Co |
60,481 |
62,159 |
+1,678 |
+2.77% |
| Occidental Asset Management LLC |
2,825 |
2,898 |
+73 |
+2.58% |
| Hennion & Walsh Asset Management Inc. |
61,090 |
62,536 |
+1,446 |
+2.37% |
| Stockman Wealth Management Inc. |
82,739 |
84,641 |
+1,902 |
+2.30% |
| First Financialcorp IN |
7,257 |
7,417 |
+160 |
+2.20% |
| Moseley Investment Management Inc. |
7,177 |
7,322 |
+145 |
+2.02% |
| OLD National Bancorp IN |
23,255 |
23,689 |
+434 |
+1.87% |
| Tealwood Asset Management Inc. |
15,532 |
15,816 |
+284 |
+1.83% |
| Buckingham Capital Management Inc. |
119,294 |
121,397 |
+2,103 |
+1.76% |
| Tompkins Financial Corp |
9,000 |
9,144 |
+144 |
+1.60% |
| Sound Income Strategies LLC |
2,956 |
3,002 |
+46 |
+1.56% |
| CWM LLC |
43,357 |
43,905 |
+548 |
+1.26% |
| Steigerwald Gordon & Koch Inc. |
185,649 |
187,568 |
+1,919 |
+1.03% |
| Dumont & Blake Investment Advisors LLC |
16,144 |
16,307 |
+163 |
+1.01% |
| S.A. Mason LLC |
1,318 |
1,331 |
+13 |
+0.99% |
| CX Institutional |
47,001 |
47,459 |
+458 |
+0.97% |
| Northwest Investment Counselors LLC |
38,485 |
38,823 |
+338 |
+0.88% |
| Burkett Financial Services LLC |
415 |
418 |
+3 |
+0.72% |
| First Financial Bank Trust Division |
3,446 |
3,470 |
+24 |
+0.70% |
| Sunbelt Securities Inc. |
427 |
430 |
+3 |
+0.70% |
| M&R Capital Management Inc. |
799 |
804 |
+5 |
+0.63% |
| Meyer Handelman Co. |
553,394 |
556,794 |
+3,400 |
+0.61% |
| Gulf International Bank UK Ltd |
41,566 |
41,817 |
+251 |
+0.60% |
| CVA Family Office LLC |
1,273 |
1,280 |
+7 |
+0.55% |
| PFS Partners LLC |
377 |
379 |
+2 |
+0.53% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
31,096 |
31,259 |
+163 |
+0.52% |
| Rowland & Co. Investment Counsel ADV |
60,826 |
61,108 |
+282 |
+0.46% |
| Curbstone Financial Management Corp |
29,932 |
30,032 |
+100 |
+0.33% |
| Means Investment CO. Inc. |
2,766 |
2,774 |
+8 |
+0.29% |
| Thompson Investment Management Inc. |
5,455 |
5,469 |
+14 |
+0.26% |
| Atlas Brown Inc. |
4,208 |
4,213 |
+5 |
+0.12% |
| Triangle Securities Wealth Management |
3,068 |
3,071 |
+3 |
+0.10% |
| WoodTrust Financial Corp |
3,499 |
3,500 |
+1 |
+0.03% |
| Hurlow Wealth Management Group Inc. |
5,094 |
5,095 |
+1 |
+0.02% |
| 13F Filers Reporting New Positions In SYY |
|---|
| Courier Capital LLC |
0 |
2,640 |
+2,640 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
11,167 |
+11,167 |
+100% |
| Alaska Permanent Fund Corp |
0 |
1,294 |
+1,294 |
+100% |
| Riverview Trust Co |
0 |
943 |
+943 |
+100% |
| Cambridge Advisors Inc. |
0 |
2,680 |
+2,680 |
+100% |
| Capital Asset Advisory Services LLC |
0 |
3,045 |
+3,045 |
+100% |
| Insight Wealth Strategies LLC |
0 |
74,668 |
+74,668 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
2,594 |
+2,594 |
+100% |
| Red Door Wealth Management LLC |
0 |
2,786 |
+2,786 |
+100% |
| Aurum Wealth Management Group LLC |
0 |
3,576 |
+3,576 |
+100% |
| Jackson Square Capital LLC |
0 |
2,497 |
+2,497 |
+100% |
| Iron Horse Wealth Management LLC |
0 |
55 |
+55 |
+100% |
| McElhenny Sheffield Capital Management LLC |
0 |
7,220 |
+7,220 |
+100% |
| NorthCrest Asset Manangement LLC |
0 |
2,714 |
+2,714 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
6,377 |
+6,377 |
+100% |
| Andina Capital Management LLC |
0 |
4,104 |
+4,104 |
+100% |
| Global Assets Advisory LLC |
0 |
14,100 |
+14,100 |
+100% |
| Register Financial Advisors LLC |
0 |
47 |
+47 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Romano Brothers AND Company |
8,183 |
8,183 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
2,040 |
2,040 |
UNCH |
0.00% |
| Ferguson Wellman Capital Management Inc. |
3,924 |
3,924 |
UNCH |
0.00% |
| Barrett & Company Inc. |
530 |
530 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
14,000 |
14,000 |
UNCH |
0.00% |
| Franklin Street Advisors Inc. NC |
5,047 |
5,047 |
UNCH |
0.00% |
| Norwood Financial Corp |
7,185 |
7,185 |
UNCH |
0.00% |
| Optimum Investment Advisors |
168 |
168 |
UNCH |
0.00% |
| Adirondack Trust Co. |
908 |
908 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
34,334 |
34,334 |
UNCH |
0.00% |
| Webster Bank N. A. |
3,922 |
3,922 |
UNCH |
0.00% |
| First Community Trust NA |
227 |
227 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
3,044 |
3,044 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
17 |
17 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
2,513 |
2,513 |
UNCH |
0.00% |
| Lbmc Investment Advisors LLC |
10,615 |
10,615 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
187 |
187 |
UNCH |
0.00% |
| A. D. Beadell Investment Counsel Inc. |
11,647 |
11,647 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
121 |
121 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
538 |
538 |
UNCH |
0.00% |
| Lincoln Capital LLC |
3,172 |
3,172 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
3,500 |
3,500 |
UNCH |
0.00% |
| Symmetry Partners LLC |
7,083 |
7,083 |
UNCH |
0.00% |
| Pinnacle Bank |
2,560 |
2,560 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
800 |
800 |
UNCH |
0.00% |
| Ellenbecker Investment Group |
12,282 |
12,282 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
200 |
200 |
UNCH |
0.00% |
| Davis Capital Management |
935 |
935 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
4,832 |
4,832 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
172 |
172 |
UNCH |
0.00% |
| City State Bank |
1,116 |
1,116 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
172 |
172 |
UNCH |
0.00% |
| Horizons Wealth Management |
61 |
61 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
61 |
61 |
UNCH |
0.00% |
| Stephens Consulting LLC |
248 |
248 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
33 |
33 |
UNCH |
0.00% |
| Peoples Bank KS |
170 |
170 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
190 |
190 |
UNCH |
0.00% |
| Trust Co of the South |
3,029 |
3,029 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
3,344 |
3,344 |
UNCH |
0.00% |
| 13F Filers Decreasing SYY Share Count |
|---|
| Atlas Capital Advisors LLC |
9,508 |
8 |
-9,500 |
-99.92% |
| Exchange Traded Concepts LLC |
26,698 |
7,902 |
-18,796 |
-70.40% |
| DNB Asset Management AS |
196,867 |
75,934 |
-120,933 |
-61.43% |
| MKT Advisors LLC |
12,512 |
5,154 |
-7,358 |
-58.81% |
| Criterion Capital Advisors LLC |
267 |
134 |
-133 |
-49.81% |
| Baldwin Brothers Inc. MA |
890 |
460 |
-430 |
-48.31% |
| Annapolis Financial Services LLC |
3,106 |
1,767 |
-1,339 |
-43.11% |
| American National Bank |
1,686 |
1,000 |
-686 |
-40.69% |
| Banque Cantonale Vaudoise |
12,890 |
8,429 |
-4,461 |
-34.61% |
| Procyon Private Wealth Partners LLC |
5,225 |
3,451 |
-1,774 |
-33.95% |
| Asset Dedication LLC |
1,633 |
1,097 |
-536 |
-32.82% |
| Gateway Investment Advisers LLC |
18,464 |
13,825 |
-4,639 |
-25.12% |
| OneAscent Financial Services LLC |
10,840 |
8,284 |
-2,556 |
-23.58% |
| Arbor Trust Wealth Advisors LLC |
4,950 |
3,875 |
-1,075 |
-21.72% |
| First Hawaiian Bank |
27,139 |
21,258 |
-5,881 |
-21.67% |
| Mather Group LLC. |
6,610 |
5,217 |
-1,393 |
-21.07% |
| Charles Schwab Trust Co |
4,800 |
3,800 |
-1,000 |
-20.83% |
| Park Avenue Securities LLC |
14,358 |
11,515 |
-2,843 |
-19.80% |
| Richelieu Gestion PLC |
35,334 |
30,042 |
-5,292 |
-14.98% |
| Northwest Quadrant Wealth Management LLC |
4,217 |
3,614 |
-603 |
-14.30% |
| MCF Advisors LLC |
952 |
823 |
-129 |
-13.55% |
| First National Bank of Mount Dora Trust Investment Services |
4,829 |
4,176 |
-653 |
-13.52% |
| Clarius Group LLC |
4,715 |
4,221 |
-494 |
-10.48% |
| Manning & Napier Group LLC |
125,847 |
114,219 |
-11,628 |
-9.24% |
| NovaPoint Capital LLC |
41,713 |
38,013 |
-3,700 |
-8.87% |
| Royal Fund Management LLC |
42,180 |
38,598 |
-3,582 |
-8.49% |
| Ellis Investment Partners LLC |
3,504 |
3,226 |
-278 |
-7.93% |
| Aspiriant LLC |
2,887 |
2,671 |
-216 |
-7.48% |
| Arlington Trust Co LLC |
1,732 |
1,603 |
-129 |
-7.45% |
| Liberty Capital Management Inc. |
4,108 |
3,808 |
-300 |
-7.30% |
| Hudson Valley Investment Advisors Inc. ADV |
11,894 |
11,114 |
-780 |
-6.56% |
| Papp L Roy & Associates |
23,555 |
22,011 |
-1,544 |
-6.55% |
| AdvisorNet Financial Inc |
374 |
351 |
-23 |
-6.15% |
| Paragon Capital Management Ltd |
3,488 |
3,279 |
-209 |
-5.99% |
| Peoples Financial Services CORP. |
2,958 |
2,783 |
-175 |
-5.92% |
| Hartford Investment Management Co. |
33,933 |
32,121 |
-1,812 |
-5.34% |
| Murphy Middleton Hinkle & Parker Inc. |
4,331 |
4,100 |
-231 |
-5.33% |
| Hoese & Co LLP |
2,474 |
2,349 |
-125 |
-5.05% |
| Trust Co. of Toledo NA OH |
4,777 |
4,539 |
-238 |
-4.98% |
| Rockland Trust Co. |
3,648 |
3,469 |
-179 |
-4.91% |
| Brookstone Capital Management |
15,232 |
14,486 |
-746 |
-4.90% |
| Indiana Trust & Investment Management CO |
8,298 |
7,898 |
-400 |
-4.82% |
| Williams Financial LLC |
4,018 |
3,828 |
-190 |
-4.73% |
| Compass Wealth Management LLC |
6,364 |
6,064 |
-300 |
-4.71% |
| Lynch & Associates IN |
63,410 |
60,428 |
-2,982 |
-4.70% |
| Bank of New Hampshire |
3,857 |
3,685 |
-172 |
-4.46% |
| Clifford Swan Investment Counsel LLC |
177,716 |
170,355 |
-7,361 |
-4.14% |
| Appleton Partners Inc. MA |
27,133 |
26,115 |
-1,018 |
-3.75% |
| Acropolis Investment Management LLC |
5,159 |
5,004 |
-155 |
-3.00% |
| Columbus Macro LLC |
10,290 |
10,011 |
-279 |
-2.71% |
| Kathleen S. Wright Associates Inc. |
225 |
219 |
-6 |
-2.67% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
15,580 |
15,181 |
-399 |
-2.56% |
| Chesley Taft & Associates LLC |
74,625 |
72,775 |
-1,850 |
-2.48% |
| Stratos Wealth Partners LTD. |
11,165 |
10,894 |
-271 |
-2.43% |
| CHURCHILL MANAGEMENT Corp |
123,419 |
120,764 |
-2,655 |
-2.15% |
| Wealth Management Partners LLC |
11,049 |
10,822 |
-227 |
-2.05% |
| Radnor Capital Management LLC |
5,100 |
5,000 |
-100 |
-1.96% |
| City Holding Co. |
22,498 |
22,076 |
-422 |
-1.88% |
| Saratoga Research & Investment Management |
16,691 |
16,383 |
-308 |
-1.85% |
| Jacobs & Co. CA |
123,935 |
121,728 |
-2,207 |
-1.78% |
| Capital Investment Advisors LLC |
11,818 |
11,624 |
-194 |
-1.64% |
| Constitution Capital LLC |
25,157 |
24,757 |
-400 |
-1.59% |
| Bangor Savings Bank |
1,793 |
1,767 |
-26 |
-1.45% |
| Sawyer & Company Inc |
69,731 |
68,776 |
-955 |
-1.37% |
| Woodstock Corp |
77,860 |
76,792 |
-1,068 |
-1.37% |
| Coston McIsaac & Partners |
5,857 |
5,781 |
-76 |
-1.30% |
| D. B. Root & Company LLC |
15,449 |
15,285 |
-164 |
-1.06% |
| Daymark Wealth Partners LLC |
5,328 |
5,273 |
-55 |
-1.03% |
| New England Research & Management Inc. |
26,334 |
26,084 |
-250 |
-0.95% |
| Selway Asset Management |
15,043 |
14,913 |
-130 |
-0.86% |
| US Asset Management LLC |
4,674 |
4,635 |
-39 |
-0.83% |
| Czech National Bank |
88,308 |
87,593 |
-715 |
-0.81% |
| Alpha Omega Wealth Management LLC |
6,404 |
6,354 |
-50 |
-0.78% |
| Citadel Investment Advisory Inc. |
12,163 |
12,093 |
-70 |
-0.58% |
| CHICAGO TRUST Co NA |
3,803 |
3,785 |
-18 |
-0.47% |
| Buckley Wealth Management LLC |
15,492 |
15,427 |
-65 |
-0.42% |
| LVM Capital Management Ltd. MI |
43,352 |
43,170 |
-182 |
-0.42% |
| First PREMIER Bank |
7,372 |
7,342 |
-30 |
-0.41% |
| Hengehold Capital Management LLC |
3,914 |
3,898 |
-16 |
-0.41% |
| Stanley Laman Group Ltd. |
47,134 |
47,007 |
-127 |
-0.27% |
| Salem Investment Counselors Inc. |
49,783 |
49,683 |
-100 |
-0.20% |
| Benin Management CORP |
27,904 |
27,881 |
-23 |
-0.08% |
| 13F Filers Exiting SYY |
|---|
| Financial Synergies Wealth Advisors Inc. |
6 |
0 |
-6 |
-100.00% |
| Priebe Wealth Holdings LLC |
7,330 |
0 |
-7,330 |
-100.00% |
| Kingswood Wealth Advisors LLC |
2,756 |
0 |
-2,756 |
-100.00% |
| New Hampshire Trust |
3,080 |
0 |
-3,080 |
-100.00% |
| OneAscent Wealth Management LLC |
3,576 |
0 |
-3,576 |
-100.00% |
| Tsfg LLC |
17 |
0 |
-17 |
-100.00% |
| 17 Capital Partners LLC |
11,453 |
0 |
-11,453 |
-100.00% |
| DeDora Capital Inc. |
6,145 |
0 |
-6,145 |
-100.00% |
| Corundum Group Inc. |
6,020 |
0 |
-6,020 |
-100.00% |
| IMC Chicago LLC |
12,890 |
0 |
-12,890 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
75,098 |
0 |
-75,098 |
-100.00% |
| Keel Point LLC |
3,050 |
0 |
-3,050 |
-100.00% |
| Deltec Asset Management LLC |
13,000 |
0 |
-13,000 |
-100.00% |
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