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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
376
Investors Research Corp
Georgia
$1.78K – – –
AssetMark Inc
377
AssetMark Inc
California
$1.55K – – –
BMC
378
Bear Mountain Capital
Washington
$1.52K +$198 +3 +15%
SC
379
Stephens Consulting
Michigan
$1.49K – – –
HCM
380
Hollencrest Capital Management
California
$1.25K -$131K -1,979 -99%
SHIM
381
Stone House Investment Management
Pennsylvania
$1.19K -$5.28K -80 -80%
CYG
382
Clean Yield Group
Vermont
$1.19K – – –
BTI
383
Blue Trust Inc
Georgia
$1.01K +$1.12K +17 New
BWM
384
Bullock Wealth Management
Indiana
$1.01K +$1.12K +17 New
AW
385
Avion Wealth
Texas
$1K – – –
CI
386
CX Institutional
Indiana
$1K – – –
MCM
387
Manchester Capital Management
Vermont
$655 – – –
JWA
388
JFS Wealth Advisors
Pennsylvania
$595 +$198 +3 +43%
DF
389
DecisionPoint Financial
Arizona
$595 +$660 +10 New
RFP
390
Root Financial Partners
California
$476 – – –
PWA
391
Physician Wealth Advisors
Utah
$476 +$528 +8 New
TWD
392
True Wealth Design
Ohio
$298 -$132 -2 -29%
AA
393
Addison Advisors
Vermont
$298 – – –
KCM
394
Key Capital Management
Tennessee
$298 +$330 +5 New
LWMI
395
Legacy Wealth Management (Idaho)
Idaho
$179 – – –
BHWM
396
Bay Harbor Wealth Management
Maryland
$178 +$198 +3 New
HWA
397
HHM Wealth Advisors
Tennessee
$119 -$12.1K -183 -99%
1CP
398
1015 Capital Partners
Pennsylvania
$119 +$132 +2 New
SIC
399
SJS Investment Consulting
Ohio
$119 +$132 +2 New
CPG
400
Cornerstone Planning Group
New Jersey
$110 +$132 +2 New