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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
376
Forum Finance Group
$2K +$2.86K +50 New
PWPS
377
Pinnacle Wealth Planning Services
Ohio
$1.76K – – –
BWM
378
Bullock Wealth Management
Indiana
$1.75K +$859 +15 +88%
OWP
379
ORG Wealth Partners
Texas
$1.7K – – –
BMC
380
Bear Mountain Capital
Washington
$1.65K +$114 +2 +9%
IRC
381
Investors Research Corp
Georgia
$1.6K – – –
LFG
382
Larson Financial Group
Missouri
$1.54K -$10.4K -181 -86%
SHIM
383
Stone House Investment Management
Pennsylvania
$1.45K +$401 +7 +35%
AssetMark Inc
384
AssetMark Inc
California
$1.38K – – –
SFS
385
Sunrise Financial Services
Washington
$1.28K +$1.37K +24 New
BIA
386
Bell Investment Advisors
California
$1.22K +$1.32K +23 New
RFP
387
Root Financial Partners
California
$1.17K +$801 +14 +175%
CYG
388
Clean Yield Group
Vermont
$1.06K – – –
HCM
389
Hollencrest Capital Management
California
$1.01K -$114 -2 -10%
AW
390
Avion Wealth
Texas
$1K – – –
CI
391
CX Institutional
Indiana
$1K – – –
Bessemer Group
392
Bessemer Group
New Jersey
$1K +$801 +14 New
SC
393
Swan Capital
Florida
$798 +$859 +15 New
CFO
394
CVA Family Office
Colorado
$692 +$744 +13 New
MCM
395
Manchester Capital Management
Vermont
$532 -$57 -1 -9%
JWA
396
JFS Wealth Advisors
Pennsylvania
$532 – – –
BWA
397
Basecamp Wealth Advisors
Washington
$479 +$515 +9 New
KFAS
398
Keating Financial Advisory Services
Kansas
$266 -$34.8K -608 -99%
AA
399
Addison Advisors
Vermont
$266 – – –
KCM
400
Key Capital Management
Tennessee
$266 – – –