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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
851
Almanack Investment Partners
Pennsylvania
$256K -$8.39K -180 -4%
NCM
852
Novare Capital Management
North Carolina
$255K +$21.8K +468 +12%
DWM
853
Dorchester Wealth Management
Quebec, Canada
$255K +$168K +3,600 New
Citizens Financial Group
854
Citizens Financial Group
Rhode Island
$255K +$209K +4,496 New
AIM
855
Anchor Investment Management
South Carolina
$254K – – –
NDSI
856
Newman Dignan & Sheerar Inc
Rhode Island
$253K +$18.6K +400 +10%
PMFA
857
Plante Moran Financial Advisors
Michigan
$250K -$127K -2,736 -38%
GEA
858
Glen Eagle Advisors
New Jersey
$249K +$104K +2,240 +104%
Vanguard Capital Wealth Advisors
859
Vanguard Capital Wealth Advisors
Colorado
$249K -$3.73K -80 -2%
BA
860
Bridgewater Advisors
New York
$248K +$13K +280 +7%
Veritable
861
Veritable
Delaware
$248K +$204K +4,376 New
AIS
862
AM Investment Strategies
Tennessee
$246K +$9.51K +204 +5%
LAI
863
Legal Advantage Investments
California
$243K +$199K +4,280 New
GA
864
GraniteShares Advisors
New York
$242K -$3.17K -68 -2%
LWA
865
Lineweaver Wealth Advisors
Ohio
$242K – – –
FBB
866
Fulton Breakefield Broenniman
Maryland
$242K +$198K +4,260 New
CFA
867
Capstone Financial Advisors
Illinois
$240K +$8.76K +188 +5%
SGA
868
Seaport Global Advisors
Massachusetts
$238K -$253K -5,436 -56%
AFG
869
Albion Financial Group
Utah
$238K -$1.86K -40 -0.9%
EW
870
Evoke Wealth
California
$238K – – –
GWMIA
871
Global Wealth Management Investment Advisory
Florida
$237K +$3.91K +84 +2%
FRA
872
Frank Rimerman Advisors
California
$236K +$194K +4,160 New
VWM
873
Venturi Wealth Management
Texas
$236K -$25.3K -544 -12%
AFAS
874
Acorn Financial Advisory Services
Virginia
$236K -$932 -20 -0.5%
MAM
875
Mastrapasqua Asset Management
Tennessee
$234K +$192K +4,120 New