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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
201
Willis Johnson & Associates
Texas
$417K -$12.2K -185 -3%
MML Investors Services
202
MML Investors Services
Massachusetts
$403K -$5.22K -79 -1%
WAM
203
Werlinich Asset Management
Connecticut
$403K +$441K +6,683 New
OBWG
204
Onyx Bridge Wealth Group
New York
$390K -$5.48K -83 -1%
VanEck Associates
205
VanEck Associates
New York
$389K +$47.2K +715 +12%
Vanguard Personalized Indexing Management
206
Vanguard Personalized Indexing Management
California
$382K +$4.69K +71 +1%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$378K -$18.2K -275 -4%
SW
208
SlateStone Wealth
Florida
$375K +$660 +10 +0.2%
PF
209
Phoenix Financial
Israel
$374K -$6.6K -100 -2%
O
210
Ossiam
France
$374K +$415K +6,278 New
ECM
211
ExodusPoint Capital Management
New York
$352K +$391K +5,921 New
LTI
212
Laffer Tengler Investments
Tennessee
$351K +$389K +5,898 New
Vontobel Holding
213
Vontobel Holding
Switzerland
$345K – – –
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$342K +$17.6K +266 +5%
CA
215
CoreCap Advisors
Michigan
$342K -$554K -8,394 -59%
MCM
216
Massar Capital Management
Connecticut
$341K +$379K +5,738 New
SPC
217
Sigma Planning Corp
Michigan
$339K -$16.5K -250 -4%
PWM
218
Palumbo Wealth Management
New York
$338K +$38.4K +581 +11%
OCM
219
Osbon Capital Management
Massachusetts
$334K +$371K +5,616 New
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
$333K -$1.98M -30,022 -84%
IFPG
221
Intrepid Financial Planning Group
Indiana
$333K +$369K +5,590 New
IWM
222
IHT Wealth Management
Illinois
$332K +$2.31K +35 +0.6%
IAIM
223
International Assets Investment Management
Florida
$330K +$366K +5,544 New
CIA
224
Concurrent Investment Advisors
Florida
$329K -$42.6K -645 -10%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$319K – – –