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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
RI
751
Redwood Investments
Massachusetts
$385K +$22.9K +492 +8%
FB
752
First Bancorp
Maine
$385K +$121K +2,600 +62%
AF
753
Advisornet Financial
Minnesota
$384K -$21.1K -452 -6%
Venture Visionary Partners
754
Venture Visionary Partners
Ohio
$384K +$97.7K +2,096 +45%
MC
755
Moors & Cabot
Massachusetts
$383K +$315K +6,752 New
Mather Group
756
Mather Group
Illinois
$382K +$313K +6,724 New
FAIM
757
Financial Advocates Investment Management
Washington
$379K -$10.3K -220 -3%
Sumitomo Mitsui Financial Group
758
Sumitomo Mitsui Financial Group
Japan
$378K +$75.8K +1,628 +32%
Gofen & Glossberg
759
Gofen & Glossberg
Illinois
$377K +$95.4K +2,048 +45%
SWA
760
SFMG Wealth Advisors
Texas
$377K +$310K +6,648 New
HIC
761
Holderness Investments Company
North Carolina
$376K -$25.7K -552 -8%
FRM
762
Fox Run Management
Connecticut
$372K -$53.7K -1,152 -15%
Crestwood Advisors Group
763
Crestwood Advisors Group
Massachusetts
$370K +$13K +280 +4%
SVWAG
764
Sound View Wealth Advisors Group
Georgia
$369K +$44K +944 +17%
WTA
765
Washington Trust Advisors
Massachusetts
$366K +$41.4K +888 +16%
SFG
766
Sowa Financial Group
Rhode Island
$364K -$46.6K -1,000 -13%
MSFS
767
Main Street Financial Solutions
Pennsylvania
$364K -$30.8K -660 -9%
Livforsakringsbolaget Skandia
768
Livforsakringsbolaget Skandia
Sweden
$363K – – –
CH
769
Canton Hathaway
Rhode Island
$363K +$55.9K +1,200 +23%
PWS
770
Precision Wealth Strategies
Missouri
$363K +$298K +6,388 New
SCA
771
Spearhead Capital Advisors
Florida
$360K -$90.8K -1,948 -24%
Level Four Advisory Services
772
Level Four Advisory Services
Texas
$358K -$52.7K -1,132 -15%
O'Shaughnessy Asset Management
773
O'Shaughnessy Asset Management
Connecticut
$358K +$23.7K +508 +9%
BFS
774
Bard Financial Services
Connecticut
$358K +$32.6K +700 +13%
CF
775
Centaurus Financial
California
$357K +$5.59K +120 +2%