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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$226K -$40.7K -3,497 -16%
Northern Trust
27
Northern Trust
Illinois
$191K
Group One Trading
28
Group One Trading
Illinois
$154K +$90K +7,723 +148%
RJT
29
Raymond James Trust
Florida
$137K +$134K +11,500 New
EIM
30
Essex Investment Management
Massachusetts
$124K +$121K +10,400 New
HIA
31
HTG Investment Advisors
Connecticut
$119K +$117K +10,000 New
AAG
32
Armstrong Advisory Group
Massachusetts
$67.7K +$66.1K +5,672 New
Morgan Stanley
33
Morgan Stanley
New York
$52.5K -$1.13M -96,736 -96%
Osaic Holdings
34
Osaic Holdings
Arizona
$52K +$11.7K +1,002 +30%
Simplex Trading
35
Simplex Trading
Illinois
$48K -$56.3K -4,836 -55%
MCC
36
Money Concepts Capital
Florida
$36.4K +$6.41K +550 +22%
Toronto Dominion Bank
37
Toronto Dominion Bank
Ontario, Canada
$36K +$35K +3,000 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$29K +$29.1K +2,500 New
US Bancorp
39
US Bancorp
Minnesota
$24.2K +$23.6K +2,024 New
Bank of America
40
Bank of America
North Carolina
$16.6K -$579K -49,713 -97%
SPIA
41
Steward Partners Investment Advisory
New York
$16.3K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$11.9K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$6K -$955 -82 -14%
AAM
44
Advisors Asset Management
Colorado
$4.08K +$3.98K +342 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$1.19K
JP Morgan Chase
46
JP Morgan Chase
New York
$1K -$16.3K -1,400 -93%
NL
47
NVWM LLC
Pennsylvania
$597 +$583 +50 New
CYG
48
Clean Yield Group
Vermont
$239
Barclays
49
Barclays
United Kingdom
$48 -$451K -38,730 -100%
EMFAT
50
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$791K -68,777 Closed