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SentinelOne

Name Holding Trade Value Shares
Change
Change in
Stake
IA
451
IFS Advisors
Kansas
$1.7K – – –
PWA
452
Principia Wealth Advisory
Texas
$1.66K -$908 -59 -38%
KG
453
Kilter Group
New York
$1.63K -$46 -3 -3%
BIA
454
Bell Investment Advisors
California
$1.27K -$6.28K -408 -84%
CVM
455
Cheviot Value Management
California
$1.15K – – –
ACA
456
American Capital Advisory
Idaho
$1.05K +$400 +26 +72%
BC
457
Barrett & Company
Rhode Island
$1.02K +$923 +60 New
IPS
458
Investors Portfolio Services
Washington
$883 – – –
CH
459
Cromwell Holdings
Wyoming
$832 – – –
PS
460
Planning Strategies
Pennsylvania
$781 +$708 +46 New
MCM
461
MV Capital Management
Maryland
$696 -$400 -26 -39%
CPG
462
Cornerstone Planning Group
New Jersey
$583 – – –
PWA
463
Physician Wealth Advisors
Utah
$561 -$46 -3 -8%
OCWP
464
Owl Creek Wealth Partners
Colorado
$425 – – –
EIP
465
Essential Investment Partners
Colorado
$424 – – –
SEP
466
Signature Equity Partners
Ohio
$373 +$338 +22 New
JWA
467
JFS Wealth Advisors
Pennsylvania
$357 +$92 +6 +40%
PWPS
468
Pinnacle Wealth Planning Services
Ohio
$356 +$123 +8 +62%
CCMI
469
Creative Capital Management Investments
California
$356 +$323 +21 New
EWM
470
Evolution Wealth Management
Florida
$339 – – –
PMFA
471
Plante Moran Financial Advisors
Michigan
$255 +$231 +15 New
MA
472
Montag & Associates
Georgia
$238 – – –
AF
473
Advisornet Financial
Minnesota
$170 +$108 +7 +233%
HIA
474
HFM Investment Advisors
New Jersey
$170 +$138 +9 +900%
MWA
475
Medallion Wealth Advisors
Connecticut
$170 +$154 +10 New