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Samsara
IOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Clearstead Trust
Maine
$746 -$3.59K -116 -83%
QWM
527
Quaker Wealth Management
New Jersey
$682 – – –
BHWM
528
Bay Harbor Wealth Management
Maryland
$649 +$434 +14 +233%
FA
529
Fountainhead AM
New Jersey
$616 +$588 +19 New
DPW
530
DiNuzzo Private Wealth
Pennsylvania
$584 +$341 +11 +157%
HFS
531
Hughes Financial Services
Virginia
$551 +$341 +11 +183%
BIA
532
Bell Investment Advisors
California
$519 -$3.96K -128 -89%
CA
533
CoreCap Advisors
Michigan
$454 +$434 +14 New
MWM
534
Mascoma Wealth Management
New Hampshire
$454 +$434 +14 New
QL
535
Quarry LP
New York
$389 -$63.1K -2,037 -99%
SHIM
536
Stone House Investment Management
Pennsylvania
$357 +$341 +11 New
DCM
537
Davis Capital Management
Florida
$324 -$62 -2 -17%
CCMI
538
Creative Capital Management Investments
California
$292 +$279 +9 New
FC
539
Financial Consulate
Maryland
$228 +$217 +7 New
CI
540
Cordant Inc
Oregon
$223 +$217 +7 New
AWM
541
Abound Wealth Management
Tennessee
$195 +$186 +6 New
HIA
542
HFM Investment Advisors
New Jersey
$195 +$186 +6 New
3FI
543
3 Factor Indexing
California
$163 – – –
1CP
544
1015 Capital Partners
Pennsylvania
$162 +$62 +2 +67%
EP
545
Essential Partners
California
$130 – – –
MWA
546
Medallion Wealth Advisors
Connecticut
$65 +$62 +2 New
DF
547
DecisionPoint Financial
Arizona
$35 +$31 +1 New
SA
548
Seneschal Advisors
Washington
$33 – – –
RWM
549
Raffa Wealth Management
District of Columbia
$32 – – –
DWM
550
Darwin Wealth Management
Florida
$29 – – –
20 21
22
23 24