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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
451
Churchill Financial Advisors
Kentucky
-$215K -3,620 Closed
SCA
452
Stonebridge Capital Advisors
Minnesota
-$215K -3,618 Closed
LOWM
453
Laurel Oak Wealth Management
New Jersey
-$210K -3,533 Closed
SA
454
Sanctuary Advisors
Indiana
-$208K -3,501 Closed
ML
455
Mayport LLC
Massachusetts
-$208K -3,500 Closed
TIM
456
Total Investment Management
Arizona
-$202K -3,400 Closed
FHA
457
Flagship Harbor Advisors
Massachusetts
-$127K -2,132 Closed
A
458
AlphaQuest
New York
-$123K -2,059 Closed
SAG
459
SageView Advisory Group
California
-$106K -1,785 Closed
ACM
460
Aster Capital Management
United Arab Emirates
-$101K -1,690 Closed
QL
461
Quarry LP
New York
-$35.7K -600 Closed
DT
462
DV Trading
Illinois
-$17.9K -300 Closed
GWM
463
Greenline Wealth Management
Florida
-$17.8K -299 Closed
QA
464
Quattro Advisors
Pennsylvania
-$16.2K -272 Closed
DWM
465
Darwin Wealth Management
Florida
-$7.44K -125 Closed
CWP
466
Concord Wealth Partners
Virginia
-$6.21K -104 Closed
FCAS
467
First Command Advisory Services
Texas
-$4.88K -82 Closed
RBC
468
Roble Belko & Company
Pennsylvania
-$5K -80 Closed
LAS
469
Lloyd Advisory Services
Georgia
-$2.44K -41 Closed
NECFA
470
New England Capital Financial Advisors
Connecticut
-$2.38K -40 Closed
BTI
471
Blue Trust Inc
Georgia
-$1.01K -17 Closed
DF
472
DecisionPoint Financial
Arizona
-$595 -10 Closed
PWA
473
Physician Wealth Advisors
Utah
-$476 -8 Closed