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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
601
OneAscent Wealth Management
Alabama
$377K +$278K +7,124 New
SIC
602
Samalin Investment Counsel
New York
$375K +$276K +7,080 New
Profund Advisors
603
Profund Advisors
Maryland
$369K +$271K +6,960 New
Laurion Capital Management
604
Laurion Capital Management
New York
$365K -$52.5K -1,348 -16%
CS
605
Comerica Securities
Michigan
$360K +$265K +6,796 New
GWSG
606
GPS Wealth Strategies Group
Colorado
$360K +$265K +6,800 New
CH
607
Canton Hathaway
Rhode Island
$358K – – –
AR
608
Advisory Research
Illinois
$357K -$215K -5,528 -45%
Cetera Advisors
609
Cetera Advisors
Colorado
$356K +$262K +6,724 New
MFG
610
Menard Financial Group
Texas
$355K -$31.2K -800 -11%
BIAS
611
Beacon Investment Advisory Services
New Jersey
$355K +$261K +6,708 New
KPW
612
Kore Private Wealth
New York
$351K -$64.7K -1,660 -20%
VWM
613
Vigilare Wealth Management
Arizona
$350K -$249K -6,392 -49%
FMT
614
First Mercantile Trust
Tennessee
$350K +$81.1K +2,080 +46%
WAP
615
Wealthcare Advisory Partners
Pennsylvania
$348K +$9.35K +240 +4%
CIP
616
Convergence Investment Partners
Florida
$348K +$256K +6,572 New
MC
617
Moors & Cabot
Massachusetts
$345K -$127K -3,260 -33%
RIA
618
Realta Investment Advisors
Delaware
$345K +$7.01K +180 +3%
JWM
619
JGP Wealth Management
Oregon
$345K +$240K +6,156 New
Diversified Trust
620
Diversified Trust
Tennessee
$345K +$254K +6,508 New
IAIM
621
International Assets Investment Management
Florida
$345K +$254K +6,512 New
Simplicity Solutions
622
Simplicity Solutions
Minnesota
$341K +$251K +6,432 New
Silvercrest Asset Management
623
Silvercrest Asset Management
New York
$336K -$104K -2,676 -30%
SFG
624
Sovereign Financial Group
Connecticut
$335K +$246K +6,320 New
LFF
625
Level Four Financial
Texas
$329K +$242K +6,216 New