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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
751
Bard Financial Services
Connecticut
$287K -$24.4K -400 -7%
LFM
752
LGT Fund Management
Liechtenstein
$287K +$341K +5,600 New
HBT
753
Hills Bank & Trust
Iowa
$285K
CLOS
754
Compagnie Lombard Odier SCmA
Switzerland
$284K
SVWAG
755
Sound View Wealth Advisors Group
Georgia
$284K +$6.82K +112 +2%
SIG
756
Stonegate Investment Group
Alabama
$284K +$338K +5,548 New
WTA
757
Washington Trust Advisors
Massachusetts
$284K +$338K +5,552 New
BFO
758
Boston Family Office
Massachusetts
$283K
AssetMark Inc
759
AssetMark Inc
California
$283K +$305K +5,008 +956%
MAM
760
Morse Asset Management
Connecticut
$282K -$2.09M -34,324 -86%
SAM
761
Secure Asset Management
Michigan
$281K +$118K +1,940 +55%
GTCM
762
Gyon Technologies Capital Management
New Jersey
$280K +$334K +5,476 New
LIA
763
LSP Investment Advisors
New York
$278K
VFA
764
Valeo Financial Advisors
Indiana
$278K +$97.7K +1,604 +42%
P
765
Pitcairn
Pennsylvania
$275K -$16.8K -276 -5%
FFN
766
Focus Financial Network
Minnesota
$275K +$327K +5,364 New
ODG
767
O'Dell Group
Ohio
$273K +$54.1K +888 +20%
WWM
768
Western Wealth Management
Colorado
$272K +$328K +5,384 New
GSWM
769
Golden State Wealth Management
California
$271K +$54.6K +896 +20%
LMGAM
770
Liberty Mutual Group Asset Management
Massachusetts
$270K -$450K -7,388 -58%
FFG
771
Fortem Financial Group
California
$267K -$48.7K -800 -13%
CH
772
Canton Hathaway
Rhode Island
$266K -$24.4K -400 -7%
SMFG
773
Sumitomo Mitsui Financial Group
Japan
$264K +$310K +5,096 New
HF
774
Halpern Financial
Virginia
$263K -$97.4K -1,600 -24%
GAG
775
GM Advisory Group
New York
$263K +$7.31K +120 +2%