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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
926
Sound Income Strategies
Florida
$33K – – –
HGERS
927
Householder Group Estate & Retirement Specialist
Arizona
$32K +$36.6K +800 New
WTC
928
WhitTier Trust Company
Nevada
$31K -$16.6K -364 -33%
BBPWM
929
Blue Bell Private Wealth Management
Pennsylvania
$31K +$549 +12 +2%
FRA
930
Front Row Advisors
California
$29K – – –
SOS
931
Silver Oak Securities
Tennessee
$27.4K +$30K +656 New
M1FG
932
Mach-1 Financial Group
Arkansas
$27K -$13.7K -300 -31%
TFM
933
TFC Financial Management
Massachusetts
$27K – – –
CAC
934
Core Alternative Capital
Georgia
$27K +$915 +20 +3%
CFFP
935
Center for Financial Planning
Michigan
$26K – – –
AIC
936
Archer Investment Corporation
Indiana
$25.7K – – –
FWM
937
Focused Wealth Management
New York
$24K – – –
WWMSC
938
Wagner Wealth Management (South Carolina)
South Carolina
$24K – – –
MCM
939
MV Capital Management
Maryland
$23K – – –
BONH
940
Bank of New Hampshire
New Hampshire
$21K – – –
CH
941
Canton Hathaway
Rhode Island
$21K – – –
WR
942
WD Rutherford
Oregon
$21K – – –
LFG
943
Larson Financial Group
Missouri
$20K +$9.88K +216 +77%
AWM
944
Abound Wealth Management
Tennessee
$19.8K +$22K +480 New
Baillie Gifford & Co
945
Baillie Gifford & Co
United Kingdom
$19K – – –
BCWM
946
Bartlett & Co Wealth Management
Ohio
$18.1K – – –
TPCW
947
TD Private Client Wealth
New York
$18.1K +$2.38K +52 +13%
BC
948
Bartlett & Co
Ohio
$18K – – –
LWCFA
949
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
CWC
950
Carolinas Wealth Consulting
North Carolina
$18K +$1.65K +36 +9%