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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
976
Centerpoint Advisory Group
Kansas
$819K +$95.3K +1,000 +12%
BA
977
Bridgewater Advisors
New York
$817K +$723K +7,588 New
FBT
978
First Bankers Trust
Kentucky
$816K +$43.1K +452 +5%
FPAS
979
Focus Partners Advisor Solutions
Missouri
$814K +$234K +2,452 +36%
CPC
980
Congress Park Capital
New York
$813K -$311K -3,260 -26%
CAM
981
Concorde Asset Management
Michigan
$812K -$127K -1,328 -13%
NS
982
NBC Securities
Alabama
$806K +$870K +9,136 +57,100%
SWP
983
Sagespring Wealth Partners
Tennessee
$806K +$167K +1,752 +24%
BFS
984
Bard Financial Services
Connecticut
$806K +$24.8K +260 +3%
AF
985
Apexium Financial
Texas
$805K +$10.7K +112 +1%
CA
986
Crumly & Associates
Illinois
$805K +$13.3K +140 +2%
PP
987
PDS Planning
Ohio
$801K +$72.8K +764 +9%
EP
988
Edgestream Partners
New Jersey
$798K +$863K +9,056 New
MC
989
MIG Capital
California
$796K +$497K +5,220 +137%
WIA
990
Wealthedge Investment Advisors
New York
$794K -$97.6K -1,024 -10%
Bessemer Group
991
Bessemer Group
New Jersey
$783K +$37.3K +392 +5%
SAM
992
Strive Asset Management
Ohio
$782K -$123K -1,292 -13%
BC
993
Burney Company
Virginia
$782K +$17.9K +188 +2%
SWM
994
Segment Wealth Management
Texas
$776K +$76.2K +800 +10%
FFG
995
Fortem Financial Group
California
$774K +$197K +2,068 +31%
SAF
996
Smith Anglin Financial
Texas
$770K +$44.6K +468 +6%
WJWM
997
Williams Jones Wealth Management
New York
$767K
AFC
998
AFT Forsyth & Company
Florida
$765K
KLCM
999
KG&L Capital Management
Louisiana
$763K -$907K -9,524 -52%
MIA
1000
MMBG Investment Advisors
Florida
$762K +$107K +1,120 +15%