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SentinelOne

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
426
TFC Financial Management
Massachusetts
$793
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$669
CIA
428
Cape Investment Advisory
Georgia
$616
SC
429
SouthState Corp
Florida
$564 -$269 -15 -32%
CH
430
Cromwell Holdings
Wyoming
$529
FFO
431
Fortitude Family Office
Arizona
$528 -$2.06K -115 -79%
TFA
432
Transamerica Financial Advisors
Florida
$528 +$538 +30 New
JWA
433
JFS Wealth Advisors
Pennsylvania
$511 +$395 +22 +314%
CAM
434
Creekmur Asset Management
Illinois
$475
OP
435
ORG Partners
Indiana
$440 -$359 -20 -44%
EWM
436
Evolution Wealth Management
Florida
$352
MCM
437
MV Capital Management
Maryland
$300 +$90 +5 +42%
BGAI
438
Bruce G. Allen Investments
Colorado
$211
GCS
439
Gordian Capital (Singapore)
Singapore
$194
ACA
440
American Capital Advisory
Idaho
$194 +$197 +11 New
WANY
441
Wealthspire Advisors (New York)
New York
$194 +$197 +11 New
SWM
442
Shelton Wealth Management
Texas
$141 +$144 +8 New
PWA
443
Principia Wealth Advisory
Texas
$123 +$126 +7 New
LWMI
444
Legacy Wealth Management (Idaho)
Idaho
$106
BHWM
445
Bay Harbor Wealth Management
Maryland
$88 +$72 +4 +400%
BWM
446
Bernard Wealth Management
Michigan
$71
HIA
447
HFM Investment Advisors
New Jersey
$70
SIC
448
SJS Investment Consulting
Ohio
$53
RWM
449
Rialto Wealth Management
New York
$53 +$18 +1 +50%
WFA
450
West Financial Advisors
Iowa
$53 +$54 +3 New