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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
Buckley Wealth Management
Nevada
$219K +$254K +4,800 New
CPC
702
Congress Park Capital
New York
$219K +$254K +4,800 New
PFA
703
Pinnacle Family Advisors
Missouri
$218K +$253K +4,780 New
LOAMS
704
Lombard Odier Asset Management (Switzerland)
Switzerland
$218K +$253K +4,788 New
CI
705
Cigna Investments
Connecticut
$217K -$49.9K -944 -17%
FMLI
706
Fukoku Mutual Life Insurance
Japan
$214K – – –
VWA
707
Visionary Wealth Advisors
Illinois
$214K +$248K +4,692 New
CBT
708
Capital Bank & Trust
California
$213K – – –
CWM
709
Cornerstone Wealth Management
Missouri
$212K +$20.1K +380 +9%
SW
710
StrongBox Wealth
Missouri
$212K +$245K +4,640 New
GIA
711
Gladstone Institutional Advisory
Florida
$211K -$55K -1,040 -18%
III
712
Independent Investors Inc
New York
$210K – – –
LWA
713
Lineweaver Wealth Advisors
Ohio
$209K +$5.29K +100 +2%
Dakota Wealth Management
714
Dakota Wealth Management
Florida
$206K -$199K -3,756 -45%
YMRC
715
Yorktown Management & Research Company
Virginia
$206K +$239K +4,520 New
CS
716
Comerica Securities
Michigan
$205K -$121K -2,296 -34%
QSS
717
Quantitative Systematic Strategies
Florida
$204K -$1.83M -34,680 -89%
FFG
718
Fortem Financial Group
California
$203K +$95.2K +1,800 +68%
ODG
719
O'Dell Group
Ohio
$203K +$235K +4,440 New
Ritholtz Wealth Management
720
Ritholtz Wealth Management
New York
$203K +$235K +4,452 New
DWT
721
Dorsey & Whitney Trust
South Dakota
$202K +$234K +4,420 New
RE
722
RBC Europe
United Kingdom
$202K -$8.46K -160 -3%
People's United Financial
723
People's United Financial
Connecticut
$201K +$233K +4,400 New
First Pacific Advisors
724
First Pacific Advisors
California
$193K +$18K +340 +9%
TCWM
725
Total Clarity Wealth Management
Illinois
$191K +$222K +4,188 New