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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$1.24K -$230 -9 -14%
MCM
202
MAI Capital Management
Ohio
$1.21K
GWSG
203
GPS Wealth Strategies Group
Colorado
$1.01K -$1.28K -50 -50%
RBC
204
Roble Belko & Company
Pennsylvania
$1K +$920 +36 New
AG
205
AmeriFlex Group
Nevada
$889
VCM
206
Versant Capital Management
Arizona
$808
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$808 +$1.02K +40 New
IRC
208
Investors Research Corp
Georgia
$808 +$1.02K +40 New
KWM
209
Kiker Wealth Management
Georgia
$748 +$945 +37 New
LC
210
Lindbrook Capital
California
$707 +$894 +35 New
OWP
211
ORG Wealth Partners
Texas
$668 +$817 +32 New
SC
212
Stephens Consulting
Michigan
$506
CFO
213
CVA Family Office
Colorado
$485
CYG
214
Clean Yield Group
Vermont
$404
BMC
215
Bear Mountain Capital
Washington
$366
PMFA
216
Plante Moran Financial Advisors
Michigan
$344
AA
217
Addison Advisors
Vermont
$102 +$128 +5 New
LWMI
218
Legacy Wealth Management (Idaho)
Idaho
$61
TWD
219
True Wealth Design
Ohio
$61 +$77 +3 New
DSCM
220
Divisadero Street Capital Management
Florida
-$4.44M -187,317 Closed
TI
221
Tidal Investments
Wisconsin
-$4.14M -174,672 Closed
SC
222
Sculptor Capital
New York
-$3.13M -132,200 Closed
Point72 Asset Management
223
Point72 Asset Management
Connecticut
-$2.43M -94,957 Closed
Jane Street
224
Jane Street
New York
-$2.17M -85,077 Closed
Group One Trading
225
Group One Trading
Illinois
-$2.12M -83,065 Closed