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Samsara
IOT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
501
Keating Financial Advisory Services
Kansas
$1.95K +$2.13K +55 New
CA
502
CoreCap Advisors
Michigan
$1.91K +$2.09K +54 New
JWA
503
JFS Wealth Advisors
Pennsylvania
$1.88K +$1.04K +27 +104%
MAFA
504
MJT & Associates Financial Advisory
Minnesota
$1.84K -$426 -11 -17%
HPC
505
HM Payson & Co
Maine
$1.84K +$2.01K +52 New
AP
506
Aspect Partners
Virginia
$1.7K – – –
PWM
507
Proathlete Wealth Management
Florida
$1.67K +$1.82K +47 New
CH
508
Cromwell Holdings
Wyoming
$1.63K – – –
PFBT
509
Parkside Financial Bank & Trust
Missouri
$1.63K +$1.39K +36 +360%
TCM
510
Tradewinds Capital Management
Washington
$1.42K – – –
CT
511
Clearstead Trust
Maine
$1.31K -$348 -9 -20%
IW
512
Imprint Wealth
South Carolina
$1.24K -$581 -15 -30%
QC
513
Quent Capital
New York
$1.24K +$1.16K +30 +600%
OC
514
Optima Capital
Oregon
$1.24K +$1.35K +35 New
PTC
515
Private Trust Company
Ohio
$1.21K – – –
TFA
516
Transamerica Financial Advisors
Florida
$957 +$929 +24 +800%
LGWM
517
Litman Gregory Wealth Management
California
$887 +$968 +25 New
FHA
518
Flagship Harbor Advisors
Massachusetts
$851 +$929 +24 New
SFS
519
Sunrise Financial Services
Washington
$851 +$929 +24 New
PWA
520
Principia Wealth Advisory
Texas
$780 +$735 +19 +633%
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$639 +$194 +5 +38%
FFO
522
Fortitude Family Office
Arizona
$603 -$1.32K -34 -67%
QCG
523
Quadrant Capital Group
Ohio
$603 – – –
RIAS
524
Rachor Investment Advisory Services
Michigan
$568 +$619 +16 New
BHWM
525
Bay Harbor Wealth Management
Maryland
$567 +$426 +11 +220%
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