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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
Sequoia Financial Advisors
826
Sequoia Financial Advisors
Ohio
$287K +$236K +5,056 New
WIT LLC
827
WIT LLC
District of Columbia
$281K +$186K +4,000 New
PMG
828
ProVise Management Group
Florida
$280K +$230K +4,936 New
CWM
829
Cornerstone Wealth Management
Missouri
$278K -$116K -2,492 -34%
HNWAG
830
High Net Worth Advisory Group
Florida
$278K -$60.6K -1,300 -21%
OFS
831
OneAscent Financial Services
Alabama
$278K +$228K +4,892 New
ED
832
Exane Derivatives
France
$277K +$228K +4,884 New
KPW
833
Kore Private Wealth
New York
$275K – – –
BWP
834
Baldwin Wealth Partners
Massachusetts
$275K +$18.6K +400 +9%
MA
835
Modus Advisors
Minnesota
$274K +$225K +4,828 New
Choate Investment Advisors
836
Choate Investment Advisors
Massachusetts
$273K +$5.03K +108 +2%
Ancora Advisors
837
Ancora Advisors
Ohio
$272K – – –
AWM
838
Accel Wealth Management
Iowa
$272K +$15.8K +340 +8%
WSC
839
Wellington Shields & Co
New York
$272K +$224K +4,800 New
WH
840
Willner & Heller
California
$270K +$246K +5,276 New
HF
841
Halpern Financial
Virginia
$269K -$18.6K -400 -8%
YMRC
842
Yorktown Management & Research Company
Virginia
$263K +$5.59K +120 +3%
BWA
843
Blodgett Wealth Advisors
California
$263K +$216K +4,628 New
AIM
844
Axiom Investment Management
New York
$263K +$218K +4,680 New
MHS
845
M Holdings Securities
Oregon
$262K +$215K +4,608 New
CHP
846
Cable Hill Partners
Oregon
$262K +$215K +4,616 New
Metis Global Partners
847
Metis Global Partners
California
$262K +$215K +4,620 New
III
848
Independent Investors Inc
New York
$261K – – –
IA
849
Insight Advisors
Pennsylvania
$256K -$24.6K -528 -10%
ACM
850
Alpha Capital Management
Texas
$256K -$23.1K -496 -10%