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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
801
Octavia Wealth Advisors
Ohio
$217K -$724 -16 -0.3%
IA
802
Insight Advisors
Pennsylvania
$216K +$2.35K +52 +1%
BWA
803
Blodgett Wealth Advisors
California
$216K +$22.6K +500 +11%
GCP
804
GSA Capital Partners
United Kingdom
$212K -$2.72K -60 -1%
CP
805
CenterBook Partners
Connecticut
$211K +$227K +5,008 New
SFP
806
Sandbox Financial Partners
Maryland
$209K -$8.33K -184 -4%
AW
807
ACG Wealth
Georgia
$207K +$222K +4,904 New
Simplicity Solutions
808
Simplicity Solutions
Minnesota
$206K -$61.8K -1,364 -22%
AC
809
Apogem Capital
New York
$206K +$221K +4,880 New
FFS
810
Founders Financial Securities
Maryland
$206K +$221K +4,892 New
Choate Investment Advisors
811
Choate Investment Advisors
Massachusetts
$203K – – –
Ancora Advisors
812
Ancora Advisors
Ohio
$203K +$543 +12 +0.3%
BWP
813
Baldwin Wealth Partners
Massachusetts
$202K -$2.72K -60 -1%
AIP
814
Almanack Investment Partners
Pennsylvania
$201K +$11.2K +248 +5%
AWM
815
Accel Wealth Management
Iowa
$200K -$12.7K -280 -6%
HF
816
Halpern Financial
Virginia
$200K – – –
Global Retirement Partners
817
Global Retirement Partners
California
$197K +$52.9K +1,168 +33%
Bessemer Group
818
Bessemer Group
New Jersey
$194K +$143K +3,148 +217%
S
819
Seeyond
France
$190K -$163K -3,604 -44%
AIM
820
Anchor Investment Management
South Carolina
$189K – – –
SWM
821
SeaCrest Wealth Management
New York
$182K +$11.4K +252 +6%
PMFA
822
Plante Moran Financial Advisors
Michigan
$181K -$4.53K -100 -2%
Harel Insurance Investments & Financial Services
823
Harel Insurance Investments & Financial Services
Israel
$177K -$56.9K -1,256 -23%
AFG
824
Albion Financial Group
Utah
$177K – – –
EW
825
Evoke Wealth
California
$177K – – –