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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
651
BDO Wealth Advisors
Florida
$296K -$404K -7,640 -54%
LOIM
652
Liberty One Investment Management
Illinois
$296K +$134K +2,536 +64%
APW
653
Austin Private Wealth
Texas
$295K +$44.2K +836 +15%
TCM
654
Tuttle Capital Management
Connecticut
$293K +$340K +6,420 New
KLCM
655
KG&L Capital Management
Louisiana
$290K -$679K -12,828 -67%
JWM
656
JGP Wealth Management
Oregon
$284K +$3.38K +64 +1%
GAG
657
GM Advisory Group
New York
$283K -$52.9K -1,000 -14%
PFG
658
PAX Financial Group
Texas
$283K +$118K +2,236 +57%
TLP
659
Trinity Legacy Partners
Texas
$282K -$10.4K -196 -4%
CCG
660
Capital CS Group
California
$280K -$1.32M -24,956 -80%
FMT
661
First Mercantile Trust
Tennessee
$277K -$27.5K -520 -8%
CF
662
Centaurus Financial
California
$275K -$174K -3,292 -35%
DACG
663
Donor Advised Charitable Giving
California
$274K – – –
LBD
664
Landsberg Bennett & Dubbaneh
Florida
$274K +$310K +5,868 New
PJSIMP
665
P.J. Schmidt Investment Management (PJS)
Wisconsin
$270K +$5.29K +100 +2%
Laird Norton Wetherby Wealth Management
666
Laird Norton Wetherby Wealth Management
California
$269K -$125K -2,372 -29%
AR
667
Advisory Research
Illinois
$268K -$45.7K -864 -13%
SCM
668
SevenOneSeven Capital Management
Pennsylvania
$268K +$311K +5,876 New
LWM
669
Laidlaw Wealth Management
New York
$267K +$22.4K +424 +8%
Aristotle Atlantic Partners
670
Aristotle Atlantic Partners
Florida
$265K +$307K +5,800 New
AF
671
Advisornet Financial
Minnesota
$263K -$220K -4,160 -42%
EFG
672
Everhart Financial Group
Ohio
$263K -$2.12K -40 -0.7%
BWP
673
Baldwin Wealth Partners
Massachusetts
$260K +$89.1K +1,684 +42%
Hills Bank & Trust
674
Hills Bank & Trust
Iowa
$254K +$98.8K +1,868 +50%
Compagnie Lombard Odier SCmA
675
Compagnie Lombard Odier SCmA
Switzerland
$253K -$1.06M -19,960 -78%