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SentinelOne

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
Bullock Wealth Management
Indiana
$1.32K +$1.44K +88 New
S
402
Sachetta
Massachusetts
$1.03K – – –
CVM
403
Cheviot Value Management
California
$1.01K – – –
TCM
404
Tradewinds Capital Management
Washington
$975 – – –
FFO
405
Fortitude Family Office
Arizona
$975 +$573 +35 +117%
BWL
406
Bogart Wealth LLC
Virginia
$960 +$82 +5 +8%
TPCW
407
TD Private Client Wealth
New York
$930 +$1.01K +62 New
PWA
408
Principia Wealth Advisory
Texas
$870 +$835 +51 +729%
BWA
409
Basecamp Wealth Advisors
Washington
$750 +$819 +50 New
TFM
410
TFC Financial Management
Massachusetts
$675 – – –
OC
411
Optima Capital
Oregon
$570 +$622 +38 New
PWA
412
Physician Wealth Advisors
Utah
$510 +$557 +34 New
AFC
413
Ares Financial Consulting
California
$495 +$540 +33 New
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$450 -$131 -8 -21%
CH
415
Cromwell Holdings
Wyoming
$450 – – –
IPS
416
Investors Portfolio Services
Washington
$450 +$491 +30 New
RF
417
Rossby Financial
Florida
$450 +$491 +30 New
EIP
418
Essential Investment Partners
Colorado
$375 +$409 +25 New
TFA
419
Transamerica Financial Advisors
Florida
$330 -$131 -8 -27%
JWA
420
JFS Wealth Advisors
Pennsylvania
$330 -$115 -7 -24%
EWM
421
Evolution Wealth Management
Florida
$300 – – –
BGAI
422
Bruce G. Allen Investments
Colorado
$180 – – –
PWPS
423
Pinnacle Wealth Planning Services
Ohio
$180 +$197 +12 New
QWM
424
Quaker Wealth Management
New Jersey
$180 +$197 +12 New
SWM
425
Shelton Wealth Management
Texas
$120 – – –