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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
851
Total Clarity Wealth Management
Illinois
$96K +$103K +2,268 New
PTC
852
Private Trust Company
Ohio
$95K +$102K +2,252 New
TWA
853
TCI Wealth Advisors
Arizona
$86K -$12.9K -284 -12%
SC
854
Stephens Consulting
Michigan
$84.3K
OIA
855
Optimum Investment Advisors
Illinois
$84K
CTC
856
Central Trust Company
Missouri
$84K +$40.9K +904 +83%
APP
857
Alpha Paradigm Partners
Illinois
$83K
AF
858
Allworth Financial
California
$77K +$23.2K +512 +39%
PFBT
859
Parkside Financial Bank & Trust
Missouri
$74K +$543 +12 +0.7%
PCG
860
Private Capital Group
Connecticut
$74K +$7.97K +176 +11%
SWM
861
Sugarloaf Wealth Management
Georgia
$74K +$13.6K +300 +20%
ODG
862
O'Dell Group
Ohio
$72K -$164K -3,620 -68%
CA
863
Clearstead Advisors
Ohio
$72K +$17.9K +396 +30%
CA
864
Crewe Advisors
Utah
$72K +$32.2K +712 +71%
ETC
865
Exchange Traded Concepts
Oklahoma
$71K -$20.8K -460 -21%
SOW
866
State of Wyoming
Wyoming
$67K -$4.71K -104 -6%
SC
867
SouthState Corp
Florida
$66K +$55.4K +1,224 +356%
IFAM
868
Institutional & Family Asset Management
Colorado
$65K -$7.97K -176 -10%
SWA
869
SOA Wealth Advisors
New York
$61K +$7.24K +160 +12%
ME
870
McIlrath & Eck
Washington
$59K -$1.09K -24 -2%
BDWM
871
Brewin Dolphin Wealth Management
Ireland
$57K
Bank of Montreal
872
Bank of Montreal
Ontario, Canada
$55.4K -$8.7M -192,196 -13%
OCM
873
Orion Capital Management
California
$54K
MWM
874
Mascoma Wealth Management
New Hampshire
$53K
1IA
875
1834 Investment Advisors
Wisconsin
$51K