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Samsara
IOT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
451
International Assets Investment Management
Florida
$19.3K +$21.1K +544 New
TCM
452
Triumph Capital Management
Colorado
$17.7K -$631K -16,300 -97%
FS
453
Financially Speaking
Colorado
$17.7K – – –
FDW
454
Fourth Dimension Wealth
Ohio
$17.4K – – –
EWP
455
Elevation Wealth Partners
California
$16.8K +$18.3K +474 New
TSMHT
456
Thurston Springer Miller Herd & Titak
Indiana
$16.5K +$18K +466 New
SAG
457
SageView Advisory Group
California
$16K +$17.4K +450 New
RIL
458
Rothschild Investment LLC
Illinois
$15.7K +$232 +6 +1%
SEP
459
Signature Equity Partners
Ohio
$15.2K +$16.6K +428 New
S
460
SignatureFD
Georgia
$14.4K -$12K -310 -43%
SFG
461
Strive Financial Group
Indiana
$13.7K +$15K +387 New
SL
462
Salomon & Ludwin
Virginia
$13K +$14.7K +379 New
TWC
463
TD Waterhouse Canada
Ontario, Canada
$12.8K +$12.6K +326 +959%
SVCP
464
Silicon Valley Capital Partners
California
$11.5K – – –
LFG
465
Larson Financial Group
Missouri
$10.9K -$7.7K -199 -39%
GWSA
466
Global Wealth Strategies & Associates
Colorado
$10.6K – – –
PUI
467
Purpose Unlimited Inc
$10.1K +$11K +284 New
SIC
468
SJS Investment Consulting
Ohio
$9.79K +$426 +11 +4%
CFO
469
CVA Family Office
Colorado
$9.15K +$6.81K +176 +215%
RFP
470
Root Financial Partners
California
$7.83K +$6K +155 +235%
EWA
471
EverSource Wealth Advisors
Alabama
$7.69K +$4.18K +108 +99%
BIA
472
Bell Investment Advisors
California
$7.2K +$4.41K +114 +128%
SAM
473
Smartleaf Asset Management
Massachusetts
$6.98K +$7.51K +194 New
MAM
474
Marquette Asset Management
Minnesota
$6.35K +$4.64K +120 +203%
SC
475
SouthState Corp
Florida
$5.88K +$2.83K +73 +78%
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19
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