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Symbotic
SYM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
351
TD Waterhouse Canada
Ontario, Canada
$5.95K -$2.31K -35 -26%
BTD
352
BankPlus Trust Department
Mississippi
$5.95K – – –
EB
353
Eastern Bank
Massachusetts
$5.95K – – –
HC
354
Hurley Capital
New York
$5.95K – – –
MMCM
355
Murphy & Mullick Capital Management
New York
$5.95K – – –
EWM
356
Evolution Wealth Management
Florida
$5.95K +$6.6K +100 New
RBC
357
Roble Belko & Company
Pennsylvania
$5K +$660 +10 +14%
FCAS
358
First Command Advisory Services
Texas
$4.88K +$5.42K +82 New
BWL
359
Bogart Wealth LLC
Virginia
$4.52K – – –
EP
360
Essential Partners
California
$4.05K – – –
HWM
361
HighMark Wealth Management
Minnesota
$3.32K – – –
FFO
362
Fortitude Family Office
Arizona
$3.27K -$528 -8 -13%
GI
363
GAMMA Investing
California
$3.15K +$1.25K +19 +56%
BC
364
Barrett & Company
Rhode Island
$2.98K – – –
IPS
365
Investors Portfolio Services
Washington
$2.98K +$3.3K +50 New
GCS
366
Gordian Capital (Singapore)
Singapore
$2.62K +$52.8K +800 New
KG
367
Kilter Group
New York
$2.44K – – –
LAS
368
Lloyd Advisory Services
Georgia
$2.44K +$2.71K +41 New
VCM
369
Versant Capital Management
Arizona
$2.38K – – –
NECFA
370
New England Capital Financial Advisors
Connecticut
$2.38K +$2.64K +40 New
CW
371
Curio Wealth
Maryland
$2.33K +$2.64K +40 New
FP
372
Financial Perspectives
Minnesota
$1.96K +$2.18K +33 New
PWPS
373
Pinnacle Wealth Planning Services
Ohio
$1.96K +$2.18K +33 New
OWP
374
ORG Wealth Partners
Texas
$1.9K – – –
SFG
375
Strive Financial Group
Indiana
$1.9K +$2.11K +32 New
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