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Samsara
IOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
501
Cornerstone Financial Management
Massachusetts
$1.97K +$61 +2 +3%
ACM
502
Anfield Capital Management
California
$1.87K – – –
MCM
503
MV Capital Management
Maryland
$1.87K +$1.41K +46 +354%
SIS
504
Sound Income Strategies
Florida
$1.85K +$1.77K +58 New
CH
505
Cromwell Holdings
Wyoming
$1.74K +$275 +9 +20%
CPG
506
Cornerstone Planning Group
New Jersey
$1.68K +$1.68K +55 New
MAFA
507
MJT & Associates Financial Advisory
Minnesota
$1.65K – – –
BWL
508
Bogart Wealth LLC
Virginia
$1.62K +$1.16K +38 +292%
AP
509
Aspect Partners
Virginia
$1.52K – – –
TPWA
510
Twin Peaks Wealth Advisors
California
$1.52K +$1.47K +48 New
PWM
511
Proathlete Wealth Management
Florida
$1.49K – – –
SWM
512
SHP Wealth Management
Massachusetts
$1.42K +$1.04K +34 +309%
TCM
513
Tradewinds Capital Management
Washington
$1.27K – – –
KFAS
514
Keating Financial Advisory Services
Kansas
$1.24K -$489 -16 -29%
ACA
515
American Capital Advisory
Idaho
$1.17K +$764 +25 +208%
IW
516
Imprint Wealth
South Carolina
$1.11K – – –
PTC
517
Private Trust Company
Ohio
$1.08K – – –
JWA
518
JFS Wealth Advisors
Pennsylvania
$1.01K -$641 -21 -40%
BGA
519
Battery Global Advisors
Massachusetts
$951 +$916 +30 New
HI
520
Harbour Investments
Wisconsin
$856 -$1.34K -44 -62%
SFS
521
Sunrise Financial Services
Washington
$761 – – –
RIAS
522
Rachor Investment Advisory Services
Michigan
$761 +$244 +8 +50%
QWM
523
Quaker Wealth Management
New Jersey
$666 +$336 +11 +110%
WA
524
Whipplewood Advisors
Colorado
$665 +$214 +7 +50%
PWMG
525
Private Wealth Management Group
New Jersey
$603 -$2.72K -89 -82%
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