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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
951
Institutional & Family Asset Management
Colorado
$97K +$28.5K +612 +56%
SIC
952
SJS Investment Consulting
Ohio
$96K – – –
JGIA
953
Jackson Grant Investment Advisers
Connecticut
$91K – – –
PineBridge Investments
954
PineBridge Investments
New York
$90K +$73.8K +1,584 New
PCG
955
Private Capital Group
Connecticut
$89K -$11K -236 -13%
SWM
956
Sugarloaf Wealth Management
Georgia
$83K +$19K +408 +38%
Bessemer Group
957
Bessemer Group
New Jersey
$82K -$25K -536 -27%
ME
958
McIlrath & Eck
Washington
$81K +$57.2K +1,228 +640%
SLWA
959
San Luis Wealth Advisors
California
$80K +$73.1K +1,568 New
LC
960
Lindbrook Capital
California
$78K +$1.49K +32 +2%
BDWM
961
Brewin Dolphin Wealth Management
Ireland
$77K – – –
Allworth Financial
962
Allworth Financial
California
$75K +$49.8K +1,068 +431%
Clearstead Advisors
963
Clearstead Advisors
Ohio
$74K +$11.7K +252 +24%
OCM
964
Orion Capital Management
California
$73K – – –
SWA
965
SOA Wealth Advisors
New York
$73K +$28K +600 +86%
AWA
966
Aaron Wealth Advisors
Illinois
$72.4K +$59.5K +1,276 New
MWM
967
Mascoma Wealth Management
New Hampshire
$72K +$59.1K +1,268 New
SWM
968
Selective Wealth Management
Virginia
$69K +$28K +600 +97%
1IA
969
1834 Investment Advisors
Wisconsin
$68K -$9.32K -200 -14%
AWM
970
Avondale Wealth Management
Texas
$67K – – –
EverSource Wealth Advisors
971
EverSource Wealth Advisors
Alabama
$64K -$1.68K -36 -3%
MAM
972
Meeder Asset Management
Ohio
$63K -$909K -19,508 -95%
LWANC
973
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K +$186 +4 +0.4%
Central Trust Company
974
Central Trust Company
Missouri
$62K +$22.4K +480 +79%
JWA
975
JFS Wealth Advisors
Pennsylvania
$60K +$4.66K +100 +10%