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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
QPW
551
Quantum Private Wealth
Florida
$722K +$29.5K +652 +4%
TPWM
552
Twelve Points Wealth Management
Massachusetts
$716K -$121K -2,680 -14%
BJL
553
Brighton Jones LLC
Washington
$714K -$170K -3,764 -18%
FHA
554
Flagship Harbor Advisors
Massachusetts
$710K -$26.3K -580 -3%
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$701K +$90.6K +2,000 +14%
GAM
556
Gotham Asset Management
New York
$698K -$1.98M -43,720 -73%
PP
557
Paloma Partners
Connecticut
$694K -$886K -19,576 -54%
AC
558
Addison Capital
Pennsylvania
$692K
PRC
559
Pearl River Capital
Michigan
$692K +$744K +16,428 New
GVAG
560
Great Valley Advisor Group
Delaware
$687K -$2.26M -49,828 -75%
Lido Advisors
561
Lido Advisors
California
$678K +$67.9K +1,500 +10%
AWS
562
AJ Wealth Strategies
New York
$677K -$1.53M -33,880 -68%
Cerity Partners
563
Cerity Partners
New York
$673K -$352K -7,784 -33%
FPF
564
First Pacific Financial
Washington
$671K +$8.33K +184 +1%
ET
565
Equitable Trust
Tennessee
$666K -$90K -1,988 -11%
RFWA
566
RPg Family Wealth Advisory
Massachusetts
$666K +$24.8K +548 +4%
CPIG
567
Chicago Partners Investment Group
Illinois
$660K +$25.5K +564 +4%
NA
568
NewEdge Advisors
Louisiana
$660K +$708K +15,636 New
PF
569
Phoenix Financial
Israel
$657K +$198K +4,380 +39%
ECG
570
Edge Capital Group
Georgia
$651K +$268K +5,928 +62%
SFA
571
Souders Financial Advisors
Ohio
$650K -$18.7K -412 -3%
SEIA
572
Signature Estate & Investment Advisors
California
$649K +$697K +15,388 New
P8IP
573
Pier 88 Investment Partners
California
$642K +$68.8K +1,520 +11%
FIM
574
Freedom Investment Management
Connecticut
$639K -$30.1K -664 -4%
ISWM
575
Independent Solutions Wealth Management
New York
$633K -$1.28M -28,368 -65%