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Samsara
IOT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
501
JPL Wealth Management
Colorado
$2.21K – – –
FFO
502
Fortitude Family Office
Arizona
$2.21K +$1.58K +51 +300%
SAM
503
Smartleaf Asset Management
Massachusetts
$2.18K – – –
MCM
504
MV Capital Management
Maryland
$2.17K +$248 +8 +14%
JWA
505
JFS Wealth Advisors
Pennsylvania
$2.14K +$1.05K +34 +106%
PUI
506
Purpose Unlimited Inc
$2.11K – – –
SC
507
SouthState Corp
Florida
$2.08K -$93 -3 -4%
PS
508
Planning Strategies
Pennsylvania
$2.04K +$1.95K +63 New
CFM
509
Cornerstone Financial Management
Massachusetts
$2.01K – – –
SWA
510
Strategic Wealth Advisors
Arizona
$2K – – –
APW
511
Aventura Private Wealth
Florida
$1.65K +$1.58K +51 New
SGFG
512
Silver Grove Financial Group
New York
$1.62K +$1.55K +50 New
TFA
513
Toth Financial Advisory
Virginia
$1.62K +$1.55K +50 New
FNWA
514
Financial Network Wealth Advisors
Utah
$1.59K +$1.52K +49 New
PWM
515
Proathlete Wealth Management
Florida
$1.52K – – –
ACA
516
American Capital Advisory
Idaho
$1.43K +$217 +7 +19%
TCM
517
Tradewinds Capital Management
Washington
$1.3K – – –
CPG
518
Cornerstone Planning Group
New Jersey
$1.1K -$681 -22 -40%
BGA
519
Battery Global Advisors
Massachusetts
$973 – – –
SWM
520
SHP Wealth Management
Massachusetts
$965 -$465 -15 -33%
LI
521
LRI Investments
Florida
$908 -$5.26K -170 -86%
AWM
522
Activest Wealth Management
Florida
$908 +$867 +28 New
RWM
523
Rialto Wealth Management
New York
$844 +$217 +7 +37%
SWM
524
Spire Wealth Management
Virginia
$843 -$12.3K -398 -94%
SFS
525
Sunrise Financial Services
Washington
$778 – – –
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