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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
Crestwood Advisors Group
726
Crestwood Advisors Group
Massachusetts
$319K +$380K +6,240 New
CMI
727
Clare Market Investments
Texas
$318K -$36.5K -600 -9%
MSFP
728
Mark Sheptoff Financial Planning
Connecticut
$318K +$24.4K +400 +7%
Davenport & Co
729
Davenport & Co
Virginia
$317K -$95.5K -1,568 -20%
HNWAG
730
High Net Worth Advisory Group
Florida
$317K +$378K +6,200 New
CF
731
Centaurus Financial
California
$316K -$36.3K -596 -9%
RIA
732
Regal Investment Advisors
Michigan
$312K -$1.95K -32 -0.5%
PFG
733
PAX Financial Group
Texas
$311K -$7.55K -124 -2%
LP
734
Lloyd Park
Illinois
$311K +$370K +6,080 New
Exencial Wealth Advisors
735
Exencial Wealth Advisors
Oklahoma
$311K +$371K +6,084 New
SCM
736
SevenOneSeven Capital Management
Pennsylvania
$310K +$42.1K +692 +13%
PCM
737
Prelude Capital Management
New York
$307K -$122K -2,000 -25%
DACG
738
Donor Advised Charitable Giving
California
$307K – – –
CICI
739
Capital Investment Counsel Inc
North Carolina
$307K +$73.1K +1,200 +25%
TSWM
740
Tyler-Stone Wealth Management
Ohio
$306K +$364K +5,980 New
AR
741
Advisory Research
Illinois
$305K -$79.2K -1,300 -18%
NC
742
NovaPoint Capital
Georgia
$304K +$112K +1,832 +45%
Harbour Investments
743
Harbour Investments
Wisconsin
$302K -$574K -9,432 -62%
Perigon Wealth Management
744
Perigon Wealth Management
California
$301K +$4.38K +72 +1%
NIMI
745
Natixis Investment Managers International
France
$300K +$147K +2,416 +70%
Quantinno Capital Management
746
Quantinno Capital Management
New York
$299K +$355K +5,832 New
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K +$355K +5,836 New
O'Shaughnessy Asset Management
748
O'Shaughnessy Asset Management
Connecticut
$297K -$217K -3,564 -38%
CI
749
Cigna Investments
Connecticut
$295K – – –
LOAMS
750
Lombard Odier Asset Management (Switzerland)
Switzerland
$295K +$351K +5,768 New