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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
LFP
751
Leeward Financial Partners
Washington
$263K +$23.7K +524 +9%
GHAM
752
Gilman Hill Asset Management
Connecticut
$261K +$45.3K +1,000 +19%
MFG
753
Menard Financial Group
Texas
$259K -$66.8K -1,476 -19%
LWM
754
Laidlaw Wealth Management
New York
$259K -$44.9K -992 -14%
MAM
755
Mastrapasqua Asset Management
Tennessee
$258K +$90.6K +2,000 +49%
BOK Financial
756
BOK Financial
Oklahoma
$256K – – –
DACG
757
Donor Advised Charitable Giving
California
$253K – – –
WSC
758
Wellington Shields & Co
New York
$253K +$54.3K +1,200 +25%
LCS
759
Levin Capital Strategies
New York
$253K +$272K +6,000 New
TSWM
760
Tyler-Stone Wealth Management
Ohio
$252K – – –
Ameritas Advisory Services
761
Ameritas Advisory Services
Nebraska
$251K -$80.2K -1,772 -23%
PJSIMP
762
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K -$25K -552 -10%
SB
763
Strategic Blueprint
Georgia
$251K +$25.4K +560 +10%
HB Wealth Management
764
HB Wealth Management
Georgia
$251K +$270K +5,968 New
MIC
765
Means Investment Company
Maine
$250K +$906 +20 +0.3%
HBK Sorce Advisory
766
HBK Sorce Advisory
Pennsylvania
$249K -$8.15K -180 -3%
CreativeOne Wealth
767
CreativeOne Wealth
Kansas
$248K -$87.1K -1,924 -25%
SVWAG
768
Sound View Wealth Advisors Group
Georgia
$248K -$27.5K -608 -9%
NCGI
769
Next Century Growth Investors
Minnesota
$247K +$266K +5,868 New
SS
770
Sunbelt Securities
Texas
$244K -$68.6K -1,516 -21%
APW
771
Austin Private Wealth
Texas
$244K -$18.1K -400 -6%
MGO One Seven
772
MGO One Seven
Ohio
$244K +$262K +5,784 New
TCM
773
Tandem Capital Management
New Jersey
$243K +$65.2K +1,440 +33%
SGA
774
Seaport Global Advisors
Massachusetts
$243K +$70.6K +1,560 +37%
Fort Pitt Capital Group
775
Fort Pitt Capital Group
Pennsylvania
$238K +$19.4K +428 +8%