We are live on ! Find out more
SYM icon

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