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Symbotic
SYM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
476
Intentional Wealth Strategies
Colorado
– -$39.8K -749 Closed
HDIM
477
Hanson & Doremus Investment Management
Vermont
– -$31K -576 Closed
SIS
478
Sound Income Strategies
Florida
– -$19.7K -360 Closed
KFP
479
Kerr Financial Planning
California
– -$17K -300 Closed
FFL
480
Financial Freedom LLC
Ohio
– -$13.5K -254 Closed
GSEP
481
Golden State Equity Partners
California
– -$12.4K -233 Closed
FRA
482
Front Row Advisors
California
– -$10.6K -200 Closed
C
483
Covestor
United Kingdom
– -$8.1K -159 Closed
BTD
484
BankPlus Trust Department
Mississippi
– -$5.32K -100 Closed
EWM
485
Evolution Wealth Management
Florida
– -$5.32K -100 Closed
HWM
486
HighMark Wealth Management
Minnesota
– -$2.96K -56 Closed
BOJHT
487
Bank of Jackson Hole Trust
Wyoming
– -$2.66K -50 Closed
CW
488
Curio Wealth
Maryland
– -$2.13K -40 Closed
SFS
489
Sunrise Financial Services
Washington
– -$1.28K -24 Closed
BIA
490
Bell Investment Advisors
California
– -$1.22K -23 Closed
RFP
491
Root Financial Partners
California
– -$1.17K -22 Closed
MCM
492
Manchester Capital Management
Vermont
– -$532 -10 Closed
BWA
493
Basecamp Wealth Advisors
Washington
– -$479 -9 Closed
LWMI
494
Legacy Wealth Management (Idaho)
Idaho
– -$160 -3 Closed
1CP
495
1015 Capital Partners
Pennsylvania
– -$106 -2 Closed
VWM
496
Vermillion Wealth Management
Minnesota
– -$106 -2 Closed
DPW
497
DiNuzzo Private Wealth
Pennsylvania
– -$54 -1 Closed
DF
498
Dunhill Financial
United Kingdom
– -$55 -1 Closed
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