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SentinelOne

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
401
Marshall Investment Management
Colorado
$1.85K +$2.21K +102 New
CT
402
Clearstead Trust
Maine
$1.84K +$2.19K +101 New
ATC
403
Adirondack Trust Company
New York
$1.84K
BMC
404
Bear Mountain Capital
Washington
$1.83K
HIA
405
Harbor Investment Advisory
Maryland
$1.82K
IA
406
IFS Advisors
Kansas
$1.82K
WAS
407
Winch Advisory Services
Wisconsin
$1.64K
BIA
408
Bell Investment Advisors
California
$1.49K
AWM
409
AllSquare Wealth Management
New York
$1.36K
CVM
410
Cheviot Value Management
California
$1.29K +$1.48K +68 New
S
411
Sachetta
Massachusetts
$1.25K -$2.06K -95 -58%
KWM
412
Kiker Wealth Management
Georgia
$1.2K +$1.43K +66 New
TFGT
413
TS Financial Group (TSFG)
Illinois
$1K
CFO
414
CVA Family Office
Colorado
$1K +$564 +26 +90%
TFM
415
TFC Financial Management
Massachusetts
$837 +$998 +46 New
CIA
416
Cape Investment Advisory
Georgia
$636
FFO
417
Fortitude Family Office
Arizona
$636 +$217 +10 +40%
CIAM
418
Caitong International Asset Management
Hong Kong
$564 -$69.3K -3,193 -99%
JWA
419
JFS Wealth Advisors
Pennsylvania
$528
PWMA
420
Pension & Wealth Management Advisors
Massachusetts
$500 +$586 +27 New
CAM
421
Creekmur Asset Management
Illinois
$491 -$389K -17,929 -100%
AP
422
Aspect Partners
Virginia
$473 +$564 +26 New
AWM
423
Activest Wealth Management
Florida
$364 +$434 +20 New
ACA
424
American Capital Advisory
Idaho
$346 +$412 +19 New
AssetMark Inc
425
AssetMark Inc
California
$236