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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
451
World Asset Management
Michigan
$375K +$75.9K +2,604 +31%
KPWS
452
Kestra Private Wealth Services
Texas
$365K +$310K +10,640 New
WAM
453
Wealthspire Advisors (Maryland)
Maryland
$361K +$306K +10,520 New
CT
454
Coastline Trust
Rhode Island
$355K +$301K +10,340 New
RWA
455
Redhawk Wealth Advisors
Minnesota
$353K +$299K +10,272 New
CPIG
456
Chicago Partners Investment Group
Illinois
$350K -$3.26K -112 -1%
MIC
457
Means Investment Company
Maine
$350K +$287K +9,860 New
WANY
458
Wealthspire Advisors (New York)
New York
$347K +$295K +10,120 New
AC
459
Avestar Capital
New York
$347K +$304K +10,424 New
LNC
460
Lincoln National Corp
Pennsylvania
$344K +$292K +10,020 New
Korea Investment Corp
461
Korea Investment Corp
South Korea
$343K -$2.77M -95,200 -90%
DAM
462
Doheny Asset Management
California
$343K -$507K -17,400 -64%
NFG
463
Next Financial Group
Texas
$341K -$62K -2,128 -18%
AF
464
Advisornet Financial
Minnesota
$341K +$234K +8,020 +422%
OFS
465
OneAscent Financial Services
Alabama
$341K +$289K +9,928 New
H
466
HoyleCohen
California
$336K -$17.5K -600 -6%
MC
467
Moors & Cabot
Massachusetts
$336K +$285K +9,788 New
PWM
468
Perigon Wealth Management
California
$335K +$1.28K +44 +0.5%
PAS
469
Park Avenue Securities
New York
$335K +$32.5K +1,116 +13%
Mackenzie Financial
470
Mackenzie Financial
Ontario, Canada
$334K +$284K +9,736 New
CIAS
471
Capital Investment Advisory Services
North Carolina
$333K -$4.08K -140 -1%
IWC
472
Integrated Wealth Concepts
Massachusetts
$326K +$277K +9,504 New
DI
473
DFPG Investments
Utah
$325K +$262K +9,000 New
BCV
474
Banque Cantonale Vaudoise
Switzerland
$321K +$30.6K +1,052 +13%
MIH
475
Meitav Investment House
Israel
$317K -$337K -11,572 -56%