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SentinelOne

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
376
Harbor Investment Advisory
Maryland
$2.39K
IA
377
IFS Advisors
Kansas
$2.39K
WAS
378
Winch Advisory Services
Wisconsin
$2.15K
AWM
379
AllSquare Wealth Management
New York
$1.79K
AF
380
Allworth Financial
California
$1.55K +$361 +16 +33%
BIA
381
Bell Investment Advisors
California
$1.46K
CA
382
Continuum Advisory
Idaho
$1.37K +$1.13K +50 New
TFGT
383
TS Financial Group (TSFG)
Illinois
$1K -$1.18K -52 -53%
CA
384
Centerpoint Advisors
Massachusetts
$1K +$904 +40 New
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$933 +$203 +9 +30%
CIA
386
Cape Investment Advisory
Georgia
$837
CFO
387
CVA Family Office
Colorado
$694
JWA
388
JFS Wealth Advisors
Pennsylvania
$694
GTAM
389
Global Trust Asset Management
Florida
$598
GRP
390
Global Retirement Partners
California
$478
FFO
391
Fortitude Family Office
Arizona
$359 +$339 +15 New
AssetMark Inc
392
AssetMark Inc
California
$311 +$113 +5 +63%
MCM
393
MV Capital Management
Maryland
$311 +$294 +13 New
RAM
394
Riggs Asset Management
Pennsylvania
$311 +$294 +13 New
BGAI
395
Bruce G. Allen Investments
Colorado
$287
MG
396
Mather Group
Illinois
$191 +$181 +8 New
SIC
397
SJS Investment Consulting
Ohio
$168
NI
398
NCP Inc
California
$167
LIS
399
Legacy Investment Solutions
Idaho
$167 +$136 +6 New
LWMI
400
Legacy Wealth Management (Idaho)
Idaho
$167 +$136 +6 New