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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
676
Baldwin Wealth Partners
Massachusetts
$357K – – –
P
677
Pitcairn
Pennsylvania
$354K -$69.9K -1,300 -19%
MSFP
678
Mark Sheptoff Financial Planning
Connecticut
$352K -$312K -5,800 -51%
CH
679
Canton Hathaway
Rhode Island
$352K +$86.1K +1,600 +40%
Hills Bank & Trust
680
Hills Bank & Trust
Iowa
$350K – – –
BFO
681
Boston Family Office
Massachusetts
$348K – – –
Compagnie Lombard Odier SCmA
682
Compagnie Lombard Odier SCmA
Switzerland
$348K – – –
NRS
683
Neville Rodie & Shaw
New York
$348K – – –
TLP
684
Trinity Legacy Partners
Texas
$343K +$646 +12 +0.2%
GIA
685
Gladstone Institutional Advisory
Florida
$343K +$44.5K +828 +18%
SSWM
686
Sheets Smith Wealth Management
North Carolina
$339K -$70.6K -1,312 -20%
SignatureFD
687
SignatureFD
Georgia
$339K +$79.8K +1,484 +38%
Arkadios Wealth Advisors
688
Arkadios Wealth Advisors
Georgia
$338K +$29.3K +544 +11%
PAI
689
Pittenger & Anderson Inc
Nebraska
$337K -$148K -2,760 -34%
FFG
690
Fortem Financial Group
California
$335K +$48K +892 +20%
PAA
691
Peregrine Asset Advisers
Oregon
$334K -$1.79M -33,232 -86%
Perigon Wealth Management
692
Perigon Wealth Management
California
$333K +$1.08K +20 +0.4%
SCM
693
SevenOneSeven Capital Management
Pennsylvania
$330K -$33.4K -620 -11%
DI
694
DFPG Investments
Utah
$330K +$2.15K +40 +0.8%
Pallas Capital Advisors
695
Pallas Capital Advisors
Massachusetts
$330K +$269K +5,000 New
Northeast Financial Consultants
696
Northeast Financial Consultants
Connecticut
$328K -$405K -7,520 -59%
CreativeOne Wealth
697
CreativeOne Wealth
Kansas
$328K +$281K +5,224 New
TIAM2
698
Tru Independence Asset Management 2
Oregon
$327K +$280K +5,208 New
Jump Financial
699
Jump Financial
Illinois
$321K -$957K -17,788 -78%
WP
700
WMS Partners
Maryland
$320K +$15.9K +296 +6%