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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
976
Roble Belko & Company
Pennsylvania
$7K
PA
977
PSI Advisors
Florida
$7K +$2.72K +60 +60%
CWA
978
Clearview Wealth Advisors
Oregon
$7K +$3.62K +80 +100%
UWM
979
Urban Wealth Management
California
$7K +$7.06K +156 New
GC
980
Gould Capital
Washington
$6K
JAM
981
JCIC Asset Management
Ontario, Canada
$6K
LPWM
982
Lake Point Wealth Management
Texas
$6K
CT
983
Caldwell Trust
Florida
$5.06K
CWM
984
CarsonAllaria Wealth Management
Illinois
$5K
BIA
985
Bell Investment Advisors
California
$5K +$5.25K +116 New
SFCL
986
Strengthening Families & Communities LLC
Massachusetts
$5K +$5.43K +120 New
RWM
987
Raffa Wealth Management
District of Columbia
$4.55K +$1.63K +36 +50%
FP
988
Financial Perspectives
Minnesota
$4.21K
EWM
989
Evermay Wealth Management
Virginia
$4K
MWA
990
Moser Wealth Advisors
Washington
$4K
BWL
991
Bogart Wealth LLC
Virginia
$4K +$2.9K +64 +160%
LWP
992
Lumature Wealth Partners
Georgia
$3K -$537K -11,852 -99%
FCA
993
FinTrust Capital Advisors
South Carolina
$3K -$4.71K -104 -58%
AWM
994
Atticus Wealth Management
Florida
$3K
AW
995
Avion Wealth
Texas
$3K
CWM
996
Cedar Wealth Management
California
$3K
DCM
997
Davidson Capital Management
Texas
$3K
HFS
998
HBC Financial Services
Washington
$3K
SC
999
Sawyer & Company
Massachusetts
$3K
TIM
1000
Tevis Investment Management
Texas
$3K