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Samsara
IOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Clearstead Trust
Maine
$4.41K +$3.12K +102 +276%
CFG
477
Clayton Financial Group
Missouri
$4.31K – – –
MCM
478
Manchester Capital Management
Vermont
$4.31K +$1.86K +61 +81%
PCM
479
Peregrine Capital Management
Minnesota
$3.87K +$3.73K +122 New
PWA
480
Principia Wealth Advisory
Texas
$3.64K +$2.84K +93 +423%
MCM
481
MAI Capital Management
Ohio
$3.46K -$1.56K -51 -32%
CTC
482
Central Trust Company
Missouri
$3.33K +$2.93K +96 +1,067%
SEP
483
Signature Equity Partners
Ohio
$3.26K -$9.93K -325 -76%
AA
484
Ancora Advisors
Ohio
$3.17K – – –
DFA
485
DHJJ Financial Advisors
Illinois
$3.17K – – –
WT
486
Whittier Trust
California
$3.15K +$3.05K +100 New
NS
487
NBC Securities
Alabama
$3.1K +$702 +23 +31%
AW
488
Avion Wealth
Texas
$3K +$2.99K +98 +350%
PWMG
489
Prestige Wealth Management Group
New Jersey
$2.98K – – –
VWA
490
Valued Wealth Advisors
Utah
$2.85K – – –
TWD
491
True Wealth Design
Ohio
$2.85K +$2.5K +82 +1,025%
LWMI
492
Legacy Wealth Management (Idaho)
Idaho
$2.57K +$2.47K +81 New
PWA
493
Physician Wealth Advisors
Utah
$2.41K +$1.99K +65 +591%
AA
494
Addison Advisors
Vermont
$2.41K +$2.32K +76 New
JWM
495
JPL Wealth Management
Colorado
$2.16K +$2.08K +68 New
SC
496
SouthState Corp
Florida
$2.12K -$3.02K -99 -60%
SAM
497
Smartleaf Asset Management
Massachusetts
$2.08K -$3.85K -126 -65%
PUI
498
Purpose Unlimited Inc
$2.06K -$6.69K -219 -77%
TFA
499
Transamerica Financial Advisors
Florida
$2.06K +$1.16K +38 +141%
SWA
500
Strategic Wealth Advisors
Arizona
$2K – – –
18 19
20
21 22