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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +342 New
FPFS
202
First Personal Financial Services
North Carolina
$13.9K
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$13.8K +$13.3K +304 New
MSG
204
Main Street Group
Virginia
$13.6K
PA
205
Parallel Advisors
California
$13.5K +$13.1K +300 New
RhumbLine Advisers
206
RhumbLine Advisers
Massachusetts
$13.2K
SS
207
Sunbelt Securities
Texas
$9.9K +$9.64K +220 New
TCOV
208
Trust Company of Vermont
Vermont
$9K
UIA
209
Ulland Investment Advisors
Minnesota
$9K
CJ
210
Caitlin John
Michigan
$9K +$8.76K +200 New
SIC
211
Salem Investment Counselors
North Carolina
$9K +$8.76K +200 New
WWM
212
Wolff Wiese Magana
California
$6.97K -$196K -4,480 -97%
OIA
213
Optimum Investment Advisors
Illinois
$6.75K +$6.57K +150 New
First Manhattan
214
First Manhattan
New York
$5.63K +$2.19K +50 +67%
CT
215
Cambridge Trust
Massachusetts
$4.5K
IA
216
IFS Advisors
Kansas
$4.5K
FWA
217
FSC Wealth Advisors
New York
$4.5K +$4.38K +100 New
CPA
218
Clear Point Advisors
New York
$4.05K
CI Investments Inc
219
CI Investments Inc
Ontario, Canada
$4K +$3.99K +91 New
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$3.06K +$175 +4 +6%
QCG
221
Quadrant Capital Group
Ohio
$2.75K
NL
222
NVWM LLC
Pennsylvania
$2.25K
LFG
223
Larson Financial Group
Missouri
$1.8K +$1.75K +40 New
RIL
224
Rothschild Investment LLC
Illinois
$1.8K +$1.75K +40 New
AWM
225
Avior Wealth Management
Nebraska
$1.71K +$1.67K +38 New