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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
826
North Star Investment Management
Illinois
$17.9K -$10.3K -300 -31%
TFM
827
TFC Financial Management
Massachusetts
$17.3K – – –
SWM
828
Sugarloaf Wealth Management
Georgia
$17.1K -$33.8K -988 -60%
CAC
829
Core Alternative Capital
Georgia
$16.8K -$411 -12 -2%
CFFP
830
Center for Financial Planning
Michigan
$16.4K – – –
AIC
831
Archer Investment Corporation
Indiana
$16.3K -$137 -4 -0.6%
RBC
832
Romano Brothers & Co
Illinois
$15.9K +$20.7K +604 New
TCOV
833
Trust Company of Vermont
Vermont
$15.8K +$13.7K +400 +200%
OA
834
Operose Advisors
Wisconsin
$15.8K +$20.5K +600 New
FWM
835
Focused Wealth Management
New York
$15.7K +$684 +20 +3%
FFA
836
Farther Finance Advisors
California
$15.4K +$20K +584 New
AAG
837
Armstrong Advisory Group
Massachusetts
$14.5K +$18.9K +552 New
HI
838
Hoey Investments
Pennsylvania
$14.4K +$14K +408 +291%
BHWM
839
Beaird Harris Wealth Management
Texas
$14K +$18.2K +532 New
WR
840
WD Rutherford
Oregon
$13.7K – – –
RG
841
Retirement Group
California
$13K +$43.8K +1,280 +10,667%
AWM
842
Abound Wealth Management
Tennessee
$12.6K – – –
DFCM
843
Dark Forest Capital Management
Puerto Rico
$12.6K +$16.4K +480 New
LOIP
844
Live Oak Investment Partners
Texas
$12.6K – – –
JWA
845
JFS Wealth Advisors
Pennsylvania
$12.1K -$20.8K -608 -57%
TPCW
846
TD Private Client Wealth
New York
$12.1K +$684 +20 +5%
Baillie Gifford & Co
847
Baillie Gifford & Co
United Kingdom
$12K – – –
BC
848
Bartlett & Co
Ohio
$12K – – –
ADL
849
Asset Dedication LLC
California
$12K +$7.39K +216 +92%
RTC
850
Riverview Trust Company
Washington
$12K +$15.2K +444 New