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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
551
Doheny Asset Management
California
$530K – – –
AF
552
Advisornet Financial
Minnesota
$525K – – –
H
553
HoyleCohen
California
$519K – – –
Pathstone Family Office
554
Pathstone Family Office
New Jersey
$514K +$76.5K +1,964 +25%
Sowell Financial Services
555
Sowell Financial Services
Arkansas
$512K -$156K -4,012 -29%
WWM
556
Wolff Wiese Magana
California
$511K +$376K +9,656 New
Vanguard Capital Wealth Advisors
557
Vanguard Capital Wealth Advisors
Colorado
$511K +$379K +9,720 New
Maryland State Retirement & Pension System
558
Maryland State Retirement & Pension System
Maryland
$511K +$381K +9,788 New
Advisors Asset Management
559
Advisors Asset Management
Colorado
$500K +$97.1K +2,492 +36%
Wealthspire Advisors (New York)
560
Wealthspire Advisors (New York)
New York
$498K -$28.1K -720 -7%
SVCP
561
Silicon Valley Capital Partners
California
$496K +$365K +9,368 New
CF
562
Centaurus Financial
California
$494K -$110K -2,820 -23%
Livforsakringsbolaget Skandia
563
Livforsakringsbolaget Skandia
Sweden
$487K +$187K +4,800 +109%
Meitav Investment House
564
Meitav Investment House
Israel
$484K -$3.74K -96 -1%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$484K – – –
Avantax Advisory Services
566
Avantax Advisory Services
Texas
$482K -$151K -3,872 -30%
LWAC
567
Laurel Wealth Advisors (California)
California
$481K +$80.7K +2,072 +30%
Quilter Plc
568
Quilter Plc
United Kingdom
$479K -$93.2K -2,392 -21%
MSFP
569
Mark Sheptoff Financial Planning
Connecticut
$477K +$39K +1,000 +12%
SKK
570
Shepherd Kaplan Krochuk
Massachusetts
$470K – – –
Cresset Asset Management
571
Cresset Asset Management
Illinois
$467K +$72.8K +1,868 +27%
JSC
572
Jackson Square Capital
California
$466K +$13.4K +344 +4%
FC
573
Ferris Capital
Massachusetts
$463K +$341K +8,752 New
PMFA
574
Plante Moran Financial Advisors
Michigan
$454K +$323K +8,280 +2,760%
Prospera Financial Services
575
Prospera Financial Services
Texas
$453K +$28.5K +732 +9%