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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
701
S.R. Schill & Associates
Washington
$381K -$42.6K -660 -10%
PFG
702
PAX Financial Group
Texas
$381K – – –
JWM
703
JGP Wealth Management
Oregon
$377K +$5.16K +80 +1%
RIA
704
Regal Investment Advisors
Michigan
$376K -$402K -6,228 -50%
TSS
705
Two Sigma Securities
New York
$374K -$17.3K -268 -4%
Synovus Financial
706
Synovus Financial
Georgia
$374K +$402K +6,224 New
OneDigital Investment Advisors
707
OneDigital Investment Advisors
Kansas
$373K +$392K +6,076 New
FA
708
FDx Advisors
Illinois
$372K -$29.9K -464 -7%
AIA Group
709
AIA Group
Hong Kong
$372K +$105K +1,624 +37%
DACG
710
Donor Advised Charitable Giving
California
$369K – – –
BFS
711
Bard Financial Services
Connecticut
$369K +$12.9K +200 +3%
FFG
712
Fortem Financial Group
California
$369K +$43.9K +680 +13%
LCS
713
Levin Capital Strategies
New York
$369K +$387K +6,000 New
PAA
714
Peregrine Asset Advisers
Oregon
$364K +$39.5K +612 +12%
EWM
715
Executive Wealth Management
Michigan
$361K -$6.45K -100 -2%
CGA
716
Crescent Grove Advisors
Illinois
$361K +$170K +2,640 +81%
MSFP
717
Mark Sheptoff Financial Planning
Connecticut
$357K +$12.9K +200 +4%
PJSIMP
718
P.J. Schmidt Investment Management (PJS)
Wisconsin
$357K +$24.5K +380 +8%
Perigon Wealth Management
719
Perigon Wealth Management
California
$357K +$32.8K +508 +10%
CI
720
Cigna Investments
Connecticut
$355K +$50.8K +788 +16%
ICM
721
IMS Capital Management
Oregon
$353K +$75.9K +1,176 +26%
CAGAS
722
Capital Advisory Group Advisory Services
Minnesota
$351K +$369K +5,720 New
BAM
723
Blueshift Asset Management
New Jersey
$347K -$673K -10,432 -65%
P
724
Pitcairn
Pennsylvania
$347K -$258 -4 -0.1%
CH
725
Canton Hathaway
Rhode Island
$344K – – –