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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
826
Asset Dedication LLC
California
$80K +$43.3K +804 +169%
SWA
827
SOA Wealth Advisors
New York
$79K +$46.3K +860 +215%
Harvest Fund Management
828
Harvest Fund Management
China
$78K – – –
KTC
829
Kistler-Tiffany Companies
Pennsylvania
$78K +$14.6K +272 +28%
SNT
830
Security National Trust
West Virginia
$72K – – –
Cullen/Frost Bankers
831
Cullen/Frost Bankers
Texas
$72K +$11.8K +220 +24%
RCA
832
Ranch Capital Advisors
Florida
$72K +$61.8K +1,148 New
EWM
833
Evermay Wealth Management
Virginia
$70K +$60.3K +1,120 New
HWA
834
HHM Wealth Advisors
Tennessee
$69K +$5.59K +104 +10%
CWP
835
Concord Wealth Partners
Virginia
$69K +$56.8K +1,056 +2,400%
LWANC
836
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K – – –
AJ
837
Ashburton (Jersey)
Jersey
$68K +$58.1K +1,080 New
CMBA
838
C.M. Bidwell & Associates
Hawaii
$66K +$56.4K +1,048 New
AIC
839
Archer Investment Corporation
Indiana
$64.3K – – –
Global Retirement Partners
840
Global Retirement Partners
California
$64K -$204K -3,800 -79%
Stonehage Fleming Financial Services
841
Stonehage Fleming Financial Services
Jersey
$59K +$50.4K +936 New
Washington Trust
842
Washington Trust
Rhode Island
$56K – – –
Whittier Trust
843
Whittier Trust
California
$56K – – –
CC
844
Cypress Capital
Tennessee
$55K +$47.1K +876 New
PFGIA
845
Patriot Financial Group Insurance Agency
Massachusetts
$54K +$646 +12 +1%
LC
846
Lindbrook Capital
California
$53K +$215 +4 +0.5%
RFA
847
Reilly Financial Advisors
California
$53K +$14.2K +264 +46%
First Manhattan
848
First Manhattan
New York
$52K – – –
WAS
849
Winch Advisory Services
Wisconsin
$51K -$14K -260 -24%
PSIWM
850
Paradigm Strategies in Wealth Management
Minnesota
$50K – – –