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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
276
Swiss Life Asset Management
$208K +$236K +4,623 New
AWP
277
Ascent Wealth Partners
New York
$208K +$34.6K +679 +17%
SW
278
SlateStone Wealth
Florida
$203K +$510 +10 +0.2%
WA
279
Waverly Advisors
Alabama
$202K -$13K -256 -5%
CA
280
CoreCap Advisors
Michigan
$198K -$23.3K -458 -9%
MA
281
MCF Advisors
Kentucky
$160K – – –
APFP
282
Action Point Financial Planning
Michigan
$160K +$181K +3,558 New
ACM
283
Aster Capital Management
United Arab Emirates
$159K +$181K +3,546 New
Walleye Trading
284
Walleye Trading
New York
$140K +$159K +3,120 New
JEST
285
JTC Employer Solutions Trustee
Jersey
$121K – – –
CF
286
Centaurus Financial
California
$117K -$10.5K -206 -7%
FISPB
287
Fideuram - Intesa Sanpaolo Private Banking
$102K +$14.2K +278 +14%
US Bancorp
288
US Bancorp
Minnesota
$99.5K -$21.4K -420 -16%
RAM
289
Resona Asset Management
Japan
$99.1K +$120K +2,352 New
AF
290
Advisornet Financial
Minnesota
$89.9K – – –
NAS
291
Nykredit A/S
Denmark
$89.2K +$101K +1,984 New
RS
292
Rakuten Securities
Japan
$88.6K -$63.6K -1,247 -39%
CA
293
Crewe Advisors
Utah
$85.4K – – –
NEI
294
Northwest & Ethical Investments
Ontario, Canada
$79.6K -$159K -3,111 -62%
IWP
295
IAG Wealth Partners
Wisconsin
$78.8K – – –
KBC Group
296
KBC Group
Belgium
$76K – – –
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$72.2K +$3.11K +61 +4%
AF
298
Allworth Financial
California
$68K -$64.9K -1,274 -46%
HFS
299
Hantz Financial Services
Michigan
$67K – – –
VIS
300
Vega Investment Solutions
France
$62K +$14.2K +278 +25%