Institutional Owners for SYY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PATHSTONE HOLDINGS LLC | COM | 301 | $10,727,596 | 132,146 | 0.00 | 0.00 | 50,357 | 61.57 | 03-31-2024 |
| CURI WEALTH MANAGEMENT LLC | COM | 302 | $9,631,192 | 131,700 | 0.00 | 131,700 | +Inf | 12-31-2023 | |
| CSM ADVISORS LLC | COMMON | 303 | $10,664,000 | 131,343 | 0.70 | 0.01 | 128,520 | 4552.60 | 03-31-2024 |
| TOTH FINANCIAL ADVISORY CORP | COM | 304 | $10,531,566 | 129,731 | 0.00 | 0.00 | 6,584 | 5.35 | 03-31-2024 |
