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SentinelOne

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
451
Principia Wealth Advisory
Texas
$1.66K -$908 -59 -38%
KG
452
Kilter Group
New York
$1.63K -$46 -3 -3%
BIA
453
Bell Investment Advisors
California
$1.27K -$6.28K -408 -84%
CVM
454
Cheviot Value Management
California
$1.15K
ACA
455
American Capital Advisory
Idaho
$1.05K +$400 +26 +72%
BC
456
Barrett & Company
Rhode Island
$1.02K +$923 +60 New
IPS
457
Investors Portfolio Services
Washington
$883
CH
458
Cromwell Holdings
Wyoming
$832
PS
459
Planning Strategies
Pennsylvania
$781 +$708 +46 New
MCM
460
MV Capital Management
Maryland
$696 -$400 -26 -39%
CPG
461
Cornerstone Planning Group
New Jersey
$583
PWA
462
Physician Wealth Advisors
Utah
$561 -$46 -3 -8%
OCWP
463
Owl Creek Wealth Partners
Colorado
$425
EIP
464
Essential Investment Partners
Colorado
$424
SEP
465
Signature Equity Partners
Ohio
$373 +$338 +22 New
JWA
466
JFS Wealth Advisors
Pennsylvania
$357 +$92 +6 +40%
PWPS
467
Pinnacle Wealth Planning Services
Ohio
$356 +$123 +8 +62%
CCMI
468
Creative Capital Management Investments
California
$356 +$323 +21 New
EWM
469
Evolution Wealth Management
Florida
$339
PMFA
470
Plante Moran Financial Advisors
Michigan
$255 +$231 +15 New
MA
471
Montag & Associates
Georgia
$238
AF
472
Advisornet Financial
Minnesota
$170 +$108 +7 +233%
HIA
473
HFM Investment Advisors
New Jersey
$170 +$138 +9 +900%
MWA
474
Medallion Wealth Advisors
Connecticut
$170 +$154 +10 New
RWM
475
Rialto Wealth Management
New York
$153 +$138 +9 New