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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$1.37K -$77 -3 -4%
AF
202
Allworth Financial
California
$1.24K -$230 -9 -14%
MCM
203
MAI Capital Management
Ohio
$1.21K – – –
GWSG
204
GPS Wealth Strategies Group
Colorado
$1.01K -$1.28K -50 -50%
RBC
205
Roble Belko & Company
Pennsylvania
$1K +$920 +36 New
AG
206
AmeriFlex Group
Nevada
$889 – – –
VCM
207
Versant Capital Management
Arizona
$808 – – –
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$808 +$1.02K +40 New
IRC
209
Investors Research Corp
Georgia
$808 +$1.02K +40 New
KWM
210
Kiker Wealth Management
Georgia
$748 +$945 +37 New
LC
211
Lindbrook Capital
California
$707 +$894 +35 New
OWP
212
ORG Wealth Partners
Texas
$668 +$817 +32 New
SC
213
Stephens Consulting
Michigan
$506 – – –
CFO
214
CVA Family Office
Colorado
$485 – – –
CYG
215
Clean Yield Group
Vermont
$404 – – –
BMC
216
Bear Mountain Capital
Washington
$366 – – –
PMFA
217
Plante Moran Financial Advisors
Michigan
$344 – – –
AA
218
Addison Advisors
Vermont
$102 +$128 +5 New
LWMI
219
Legacy Wealth Management (Idaho)
Idaho
$61 – – –
TWD
220
True Wealth Design
Ohio
$61 +$77 +3 New
DSCM
221
Divisadero Street Capital Management
Florida
– -$4.44M -187,317 Closed
TI
222
Tidal Investments
Wisconsin
– -$4.14M -174,672 Closed
SC
223
Sculptor Capital
New York
– -$3.13M -132,200 Closed
Point72 Asset Management
224
Point72 Asset Management
Connecticut
– -$2.43M -94,957 Closed
Jane Street
225
Jane Street
New York
– -$2.17M -85,077 Closed