We are live on ! Find out more
SYM icon

Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$1.42K -$256 -9 -13%
MCM
202
MAI Capital Management
Ohio
$1.42K +$1.71K +60 New
AG
203
AmeriFlex Group
Nevada
$1.29K +$1.25K +44 New
VCM
204
Versant Capital Management
Arizona
$948 – – –
EWA
205
EverSource Wealth Advisors
Alabama
$783 +$938 +33 New
HCP
206
Hexagon Capital Partners
Arkansas
$735 +$881 +31 New
CIA
207
Cape Investment Advisory
Georgia
$711 – – –
SC
208
Stephens Consulting
Michigan
$593 – – –
WWP
209
WR Wealth Planners
Missouri
$593 +$710 +25 New
CFO
210
CVA Family Office
Colorado
$569 – – –
BMC
211
Bear Mountain Capital
Washington
$558 – – –
VHAM
212
Van Hulzen Asset Management
California
$475 +$568 +20 New
CYG
213
Clean Yield Group
Vermont
$474 – – –
DRP
214
Decker Retirement Planning
Utah
$474 +$568 +20 New
PMFA
215
Plante Moran Financial Advisors
Michigan
$403 +$483 +17 New
SAM
216
Synergy Asset Management
Washington
$244 +$284 +10 New
LIS
217
Legacy Investment Solutions
Idaho
$80 – – –
LWMI
218
Legacy Wealth Management (Idaho)
Idaho
$80 – – –
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$71 -$29.9K -1,053 -100%
PWMG
220
Prestige Wealth Management Group
New Jersey
$24 – – –
BIG
221
Brooklyn Investment Group
New York
$24 +$28 +1 New
Norges Bank
222
Norges Bank
Norway
– -$18.3M -750,000 Closed
Voloridge Investment Management
223
Voloridge Investment Management
Florida
– -$13.6M -558,308 Closed
Adage Capital Partners
224
Adage Capital Partners
Massachusetts
– -$10.1M -415,000 Closed
VOYA Investment Management
225
VOYA Investment Management
Georgia
– -$4.52M -185,414 Closed