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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
676
Iron Gate Global Advisors
Utah
$432K – – –
CT
677
Coastline Trust
Rhode Island
$428K – – –
LWM
678
Laidlaw Wealth Management
New York
$427K +$11.1K +172 +3%
VFM
679
Vivid Financial Management
California
$425K -$121K -1,868 -21%
EFG
680
Everhart Financial Group
Ohio
$425K +$9.81K +152 +2%
FFG
681
Frisch Financial Group
New York
$423K +$19.4K +300 +5%
CWM
682
Cornerstone Wealth Management
Missouri
$422K +$137K +2,116 +45%
CMI
683
Clare Market Investments
Texas
$419K +$163K +2,520 +59%
CF
684
Centaurus Financial
California
$415K +$32.3K +500 +8%
HF
685
Halpern Financial
Virginia
$414K -$206K -3,200 -32%
BWA
686
BDO Wealth Advisors
Florida
$413K +$12.9K +200 +3%
MFG
687
Menard Financial Group
Texas
$411K – – –
Carnegie Investment Counsel
688
Carnegie Investment Counsel
Ohio
$409K +$430K +6,664 New
IA
689
Insight Advisors
Pennsylvania
$407K -$11.1K -172 -3%
MFS
690
Mirabella Financial Services
United Kingdom
$406K +$426K +6,608 New
MSFS
691
Main Street Financial Solutions
Pennsylvania
$405K +$1.03K +16 +0.2%
FAIM
692
Financial Advocates Investment Management
Washington
$396K +$11.9K +184 +3%
KPW
693
Kore Private Wealth
New York
$394K -$23.5K -364 -5%
SW
694
StrongBox Wealth
Missouri
$394K +$115K +1,780 +38%
LBD
695
Landsberg Bennett & Dubbaneh
Florida
$393K -$20.9K -324 -5%
ACM
696
AlphaStar Capital Management
North Carolina
$393K +$357K +5,540 New
PMFA
697
Plante Moran Financial Advisors
Michigan
$387K – – –
SFPG
698
Stonebridge Financial Planning Group
Florida
$386K +$52.9K +820 +17%
TIAM2
699
Tru Independence Asset Management 2
Oregon
$386K +$69.7K +1,080 +21%
WP
700
WMS Partners
Maryland
$383K +$73.5K +1,140 +22%