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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
MA
626
Mezzasalma Advisors
New Jersey
$695K -$3.15M -67,588 -85%
ATC
627
Argent Trust Co
Tennessee
$693K +$40.1K +860 +8%
IAIM
628
International Assets Investment Management
Florida
$692K +$213K +4,564 +60%
PIA
629
Perennial Investment Advisors
California
$685K +$4.66K +100 +0.8%
RE
630
RBC Europe
United Kingdom
$681K +$547K +11,736 +4,445%
CIA
631
Capital Impact Advisors
Massachusetts
$680K +$558K +11,976 New
Chevy Chase Trust
632
Chevy Chase Trust
Maryland
$679K +$36.5K +784 +7%
HCA
633
Harbour Capital Advisors
Virginia
$678K -$233K -4,992 -29%
LWP
634
Lumature Wealth Partners
Georgia
$677K +$555K +11,920 New
SBIA
635
Sheaff Brock Investment Advisors
Indiana
$675K -$167K -3,580 -23%
CFGS
636
Concourse Financial Group Securities
Alabama
$670K +$506K +10,860 +1,150%
RFN
637
Redwood Financial Network
Ohio
$670K +$550K +11,800 New
OQS
638
Occudo Quantitative Strategies
Florida
$667K +$548K +11,756 New
YCM
639
Yousif Capital Management
Michigan
$666K +$22.4K +480 +4%
ZIG
640
Zullo Investment Group
Pennsylvania
$666K +$56.8K +1,220 +12%
SF
641
Synovus Financial
Georgia
$658K +$68.8K +1,476 +14%
BOH
642
Bank of Hawaii
Hawaii
$654K -$349K -7,496 -39%
FBC
643
Fairfield, Bush & Co
Connecticut
$654K +$537K +11,520 New
RJT
644
Raymond James Trust
Florida
$643K +$143K +3,076 +37%
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$642K +$90.2K +1,936 +21%
ARG
646
Advisory Resource Group
Oklahoma
$637K
PF
647
Phoenix Financial
Israel
$637K +$523K +11,220 New
NAM
648
NorthCrest Asset Manangement
Minnesota
$636K +$522K +11,200 New
FWM
649
Frontier Wealth Management
Missouri
$634K +$47.5K +1,020 +10%
C
650
Certuity
Florida
$634K +$61.9K +1,328 +14%