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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$1.55K
BMC
377
Bear Mountain Capital
Washington
$1.52K +$198 +3 +15%
SC
378
Stephens Consulting
Michigan
$1.49K
HCM
379
Hollencrest Capital Management
California
$1.25K -$131K -1,979 -99%
SHIM
380
Stone House Investment Management
Pennsylvania
$1.19K -$5.28K -80 -80%
CYG
381
Clean Yield Group
Vermont
$1.19K
BTI
382
Blue Trust Inc
Georgia
$1.01K +$1.12K +17 New
AW
383
Avion Wealth
Texas
$1K
CI
384
CX Institutional
Indiana
$1K
MCM
385
Manchester Capital Management
Vermont
$655
JWA
386
JFS Wealth Advisors
Pennsylvania
$595 +$198 +3 +43%
DF
387
DecisionPoint Financial
Arizona
$595 +$660 +10 New
RFP
388
Root Financial Partners
California
$476
PWA
389
Physician Wealth Advisors
Utah
$476 +$528 +8 New
TWD
390
True Wealth Design
Ohio
$298 -$132 -2 -29%
AA
391
Addison Advisors
Vermont
$298
KCM
392
Key Capital Management
Tennessee
$298 +$330 +5 New
LWMI
393
Legacy Wealth Management (Idaho)
Idaho
$179
BHWM
394
Bay Harbor Wealth Management
Maryland
$178 +$198 +3 New
HWA
395
HHM Wealth Advisors
Tennessee
$119 -$12.1K -183 -99%
1CP
396
1015 Capital Partners
Pennsylvania
$119 +$132 +2 New
SIC
397
SJS Investment Consulting
Ohio
$119 +$132 +2 New
CPG
398
Cornerstone Planning Group
New Jersey
$110 +$132 +2 New
DF
399
Dunhill Financial
United Kingdom
$62 +$66 +1 New
SA
400
Seneschal Advisors
Washington
$60 -$66 -1 -50%