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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
376
Lloyd Advisory Services
Georgia
$1.84K +$2.09K +41 New
FP
377
Financial Perspectives
Minnesota
$1.8K – – –
VCM
378
Versant Capital Management
Arizona
$1.8K – – –
BWM
379
Bullock Wealth Management
Indiana
$1.8K +$408 +8 +25%
SC
380
Swan Capital
Florida
$1.8K +$1.27K +25 +167%
GI
381
GAMMA Investing
California
$1.53K -$1.02K -20 -37%
PWPS
382
Pinnacle Wealth Planning Services
Ohio
$1.48K – – –
OWP
383
ORG Wealth Partners
Texas
$1.44K – – –
SFG
384
Strive Financial Group
Indiana
$1.44K – – –
IRC
385
Investors Research Corp
Georgia
$1.35K – – –
CCMR
386
Core Capital Management & Research
Texas
$1.34K +$1.63K +32 New
KG
387
Kilter Group
New York
$1.3K -$2.75K -54 -65%
BMC
388
Bear Mountain Capital
Washington
$1.26K +$204 +4 +16%
HCM
389
Hollencrest Capital Management
California
$1.26K +$459 +9 +47%
SGFG
390
Silver Grove Financial Group
New York
$1.17K +$1.32K +26 New
TCM
391
Tradewinds Capital Management
Washington
$1.12K +$1.27K +25 New
TCM
392
Triumph Capital Management
Colorado
$1.12K +$1.27K +25 New
AW
393
Avion Wealth
Texas
$1K – – –
CI
394
CX Institutional
Indiana
$1K – – –
HBW
395
Hazlett, Burt & Watson
West Virginia
$1K +$1.02K +20 New
CYG
396
Clean Yield Group
Vermont
$899 – – –
CFM
397
Compass Financial Management
Florida
$498 +$510 +10 New
SHIM
398
Stone House Investment Management
Pennsylvania
$423 -$917 -18 -67%
KFAS
399
Keating Financial Advisory Services
Kansas
$405 +$204 +4 +80%
BWM
400
Benson Wealth Management
Tennessee
$360 +$408 +8 New