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Samsara
IOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
451
Cassaday & Co Wealth Management
Virginia
$23.5K +$1.11K +36 +5%
APFP
452
Action Point Financial Planning
Michigan
$22.2K +$3.07K +99 New
QC
453
Quent Capital
New York
$21.7K -$24.9K -803 -55%
AT
454
Avalon Trust
New Mexico
$20.5K – – –
UIA
455
Ulland Investment Advisors
Minnesota
$20K -$15.5K -500 -44%
EWA
456
EverSource Wealth Advisors
Alabama
$19.9K -$3.87K -125 -17%
CA
457
Clearstead Advisors
Ohio
$19.5K -$419K -13,542 -96%
KFGG
458
Keystone Financial Group (Georgia)
Georgia
$19.5K – – –
BWS
459
Buck Wealth Strategies
Colorado
$18.6K +$17.8K +574 New
RIL
460
Rothschild Investment LLC
Illinois
$16.3K -$279 -9 -2%
FDW
461
Fourth Dimension Wealth
Ohio
$15.9K – – –
FS
462
Financially Speaking
Colorado
$15.8K – – –
TSMHT
463
Thurston Springer Miller Herd & Titak
Indiana
$15.1K – – –
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$14.9K +$2.08K +67 +17%
OCWP
465
Owl Creek Wealth Partners
Colorado
$13.9K -$4.18K -135 -24%
SVCP
466
Silicon Valley Capital Partners
California
$10.5K – – –
ZBNA
467
Zions Bancorporation, National Association
Utah
$10.1K +$2.76K +89 +40%
PTC
468
Private Trust Company
Ohio
$10K +$8.52K +275 +809%
IFWM
469
Institute for Wealth Management
Colorado
$9.89K +$9.45K +305 New
BWL
470
Bogart Wealth LLC
Virginia
$9.89K +$7.87K +254 +498%
HNB
471
Huntington National Bank
Ohio
$9.08K -$2.79K -90 -24%
AF
472
Advisornet Financial
Minnesota
$7.95K – – –
PWA
473
Physician Wealth Advisors
Utah
$7.52K +$4.83K +156 +205%
WTC
474
WhitTier Trust Company
Nevada
$6.98K +$5.95K +192 New
S
475
Sachetta
Massachusetts
$6.97K +$6.66K +215 New
17 18
19
20 21