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Samsara
IOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
501
SouthState Corp
Florida
$2.08K -$93 -3 -4%
PS
502
Planning Strategies
Pennsylvania
$2.04K +$1.95K +63 New
CFM
503
Cornerstone Financial Management
Massachusetts
$2.01K – – –
SWA
504
Strategic Wealth Advisors
Arizona
$2K – – –
APW
505
Aventura Private Wealth
Florida
$1.65K +$1.58K +51 New
SGFG
506
Silver Grove Financial Group
New York
$1.62K +$1.55K +50 New
TFA
507
Toth Financial Advisory
Virginia
$1.62K +$1.55K +50 New
FNWA
508
Financial Network Wealth Advisors
Utah
$1.59K +$1.52K +49 New
PWM
509
Proathlete Wealth Management
Florida
$1.52K – – –
ACA
510
American Capital Advisory
Idaho
$1.43K +$217 +7 +19%
TCM
511
Tradewinds Capital Management
Washington
$1.3K – – –
CPG
512
Cornerstone Planning Group
New Jersey
$1.1K -$681 -22 -40%
BGA
513
Battery Global Advisors
Massachusetts
$973 – – –
SWM
514
SHP Wealth Management
Massachusetts
$965 -$465 -15 -33%
LI
515
LRI Investments
Florida
$908 -$5.26K -170 -86%
AWM
516
Activest Wealth Management
Florida
$908 +$867 +28 New
RWM
517
Rialto Wealth Management
New York
$844 +$217 +7 +37%
SWM
518
Spire Wealth Management
Virginia
$843 -$12.3K -398 -94%
SFS
519
Sunrise Financial Services
Washington
$778 – – –
CT
520
Clearstead Trust
Maine
$746 -$3.59K -116 -83%
QWM
521
Quaker Wealth Management
New Jersey
$682 – – –
BHWM
522
Bay Harbor Wealth Management
Maryland
$649 +$434 +14 +233%
FA
523
Fountainhead AM
New Jersey
$616 +$588 +19 New
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$584 +$341 +11 +157%
HFS
525
Hughes Financial Services
Virginia
$551 +$341 +11 +183%
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