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Symbotic

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
201
Tyche Wealth Partners
Texas
$478K
BAM
202
Blueshift Asset Management
New Jersey
$477K +$81.4K +1,421 +19%
MSFP
203
Mark Sheptoff Financial Planning
Connecticut
$454K -$7.16K -125 -2%
PG
204
Patten Group
Tennessee
$452K +$486K +8,488 New
CWM
205
Circle Wealth Management
New Jersey
$447K +$2.17K +38 +0.5%
PCIA
206
Prime Capital Investment Advisors
Kansas
$444K +$478K +8,355 New
LTI
207
Laffer Tengler Investments
Tennessee
$427K +$122K +2,125 +36%
WAM
208
Werlinich Asset Management
Connecticut
$426K +$75.9K +1,325 +20%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$411K
American Century Companies
210
American Century Companies
Missouri
$400K +$431K +7,526 New
ST
211
Somerset Trust
Pennsylvania
$394K +$1.2K +21 +0.3%
AC
212
Addison Capital
Pennsylvania
$392K
DADC
213
D.A. Davidson & Co
Montana
$390K +$419K +7,322 New
BCV
214
Banque Cantonale Vaudoise
Switzerland
$375K +$403K +7,044 New
KWA
215
Kingswood Wealth Advisors
California
$374K +$402K +7,027 New
WJA
216
Willis Johnson & Associates
Texas
$373K
AWM
217
Arista Wealth Management
Nevada
$372K +$401K +7,000 New
WTG
218
West Tower Group
Virginia
$372K +$401K +7,000 New
VI
219
Vestcor Inc
New Brunswick, Canada
$368K +$315K +5,507 +388%
PWM
220
Palumbo Wealth Management
New York
$364K +$67K +1,170 +21%
Vanguard Personalized Indexing Management
221
Vanguard Personalized Indexing Management
California
$352K +$10.8K +188 +3%
AW
222
Alchemi Wealth
Connecticut
$351K -$28.6K -500 -7%
OBWG
223
Onyx Bridge Wealth Group
New York
$345K -$4.46K -78 -1%
IFPG
224
Intrepid Financial Planning Group
Indiana
$344K +$50.4K +880 +16%
BIG
225
Brooklyn Investment Group
New York
$337K +$363K +6,334 New