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SentinelOne

Name Holding Trade Value Shares
Change
Change in
Stake
S
401
Sachetta
Massachusetts
$1.03K
CVM
402
Cheviot Value Management
California
$1.01K
TCM
403
Tradewinds Capital Management
Washington
$975
FFO
404
Fortitude Family Office
Arizona
$975 +$573 +35 +117%
BWL
405
Bogart Wealth LLC
Virginia
$960 +$82 +5 +8%
TPCW
406
TD Private Client Wealth
New York
$930 +$1.01K +62 New
PWA
407
Principia Wealth Advisory
Texas
$870 +$835 +51 +729%
BWA
408
Basecamp Wealth Advisors
Washington
$750 +$819 +50 New
TFM
409
TFC Financial Management
Massachusetts
$675
OC
410
Optima Capital
Oregon
$570 +$622 +38 New
PWA
411
Physician Wealth Advisors
Utah
$510 +$557 +34 New
AFC
412
Ares Financial Consulting
California
$495 +$540 +33 New
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$450 -$131 -8 -21%
CH
414
Cromwell Holdings
Wyoming
$450
IPS
415
Investors Portfolio Services
Washington
$450 +$491 +30 New
RF
416
Rossby Financial
Florida
$450 +$491 +30 New
EIP
417
Essential Investment Partners
Colorado
$375 +$409 +25 New
TFA
418
Transamerica Financial Advisors
Florida
$330 -$131 -8 -27%
JWA
419
JFS Wealth Advisors
Pennsylvania
$330 -$115 -7 -24%
EWM
420
Evolution Wealth Management
Florida
$300
BGAI
421
Bruce G. Allen Investments
Colorado
$180
PWPS
422
Pinnacle Wealth Planning Services
Ohio
$180 +$197 +12 New
QWM
423
Quaker Wealth Management
New Jersey
$180 +$197 +12 New
SWM
424
Shelton Wealth Management
Texas
$120
DF
425
Dunhill Financial
United Kingdom
$120 +$131 +8 New