CRWD icon

CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
801
Sound View Wealth Advisors Group
Georgia
$242K – – –
SS
802
Sunbelt Securities
Texas
$239K – – –
TCM
803
Tandem Capital Management
New Jersey
$239K +$15.5K +340 +6%
CAG
804
Crestwood Advisors Group
Massachusetts
$239K +$18.3K +400 +7%
OFS
805
OneAscent Financial Services
Alabama
$238K -$45.2K -988 -15%
CWM
806
Curi Wealth Management
North Carolina
$238K -$28.9K -632 -10%
MWA
807
MFA Wealth Advisors
Pennsylvania
$238K +$264K +5,772 New
CG
808
Cutler Group
California
$230K -$4.93M -107,752 -95%
KFS
809
Kaizen Financial Strategies
California
$229K -$1.83K -40 -0.7%
HCM
810
Howland Capital Management
Massachusetts
$229K +$255K +5,568 New
BFO
811
Boston Family Office
Massachusetts
$228K – – –
SWMP
812
Signature Wealth Management Partners
New Jersey
$228K – – –
SFPG
813
Stonebridge Financial Planning Group
Florida
$227K – – –
GRP
814
Global Retirement Partners
California
$227K +$44.3K +968 +21%
EWA
815
Exencial Wealth Advisors
Oklahoma
$225K +$2.93K +64 +1%
MW
816
Marcum Wealth
Ohio
$225K +$249K +5,452 New
AF
817
Advisornet Financial
Minnesota
$224K -$55.2K -1,208 -18%
LIA
818
LSP Investment Advisors
New York
$224K – – –
MIA
819
MMBG Investment Advisors
Florida
$221K – – –
SS
820
Simplicity Solutions
Minnesota
$221K +$22.5K +492 +10%
AC
821
Avestar Capital
New York
$219K -$3.84K -84 -2%
SFP
822
Shepherd Financial Partners
Massachusetts
$218K -$192K -4,204 -44%
WFA
823
Wipfli Financial Advisors
Wisconsin
$217K +$241K +5,264 New
FTDI
824
First Trust Direct Indexing
Massachusetts
$217K +$241K +5,268 New
FFS
825
Founders Financial Securities
Maryland
$216K +$15.5K +340 +7%
31 32
33
34 35