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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1026
Apexium Financial
Texas
$1.15M -$14.7K -136 -1%
IW
1027
IronOak Wealth
Texas
$1.14M +$972K +8,968 New
SF
1028
Synovus Financial
Georgia
$1.14M +$122K +1,128 +14%
SIA
1029
Soltis Investment Advisors
Utah
$1.14M +$276K +2,544 +40%
IBOK
1030
Independence Bank of Kentucky
Kentucky
$1.13M -$69.8K -644 -7%
BB
1031
Bell Bank
North Dakota
$1.13M +$33.4K +308 +4%
SWM
1032
Segment Wealth Management
Texas
$1.13M +$3.9K +36 +0.4%
SIG
1033
Stonegate Investment Group
Alabama
$1.11M -$122K -1,128 -11%
EB
1034
Eastern Bank
Massachusetts
$1.11M +$17.3K +160 +2%
SG
1035
StoneX Group
New York
$1.11M -$235K -2,168 -20%
SW
1036
Simplicity Wealth
New Jersey
$1.11M +$355K +3,272 +60%
MIA
1037
MMBG Investment Advisors
Florida
$1.1M
M
1038
MATAURO
New York
$1.1M +$7.37K +68 +0.8%
CAU
1039
Caxton Associates (UK)
$1.1M +$936K +8,632 New
JSW
1040
Journey Strategic Wealth
New Jersey
$1.1M +$297K +2,744 +47%
WJWM
1041
Williams Jones Wealth Management
New York
$1.09M -$10.8K -100 -1%
OIAM
1042
OFI Invest Asset Management
France
$1.09M
CA
1043
Crumly & Associates
Illinois
$1.09M -$62.4K -576 -6%
CWM
1044
Cornerstone Wealth Management
Missouri
$1.09M +$66.8K +616 +8%
JIC
1045
Joel Isaacson & Co
New York
$1.09M
LWA
1046
Lantern Wealth Advisors
New York
$1.08M +$923K +8,516 New
EI
1047
Ellevest Inc
New York
$1.08M +$867 +8 +0.1%
WC
1048
Waterloo Capital
Texas
$1.08M +$134K +1,240 +17%
BGA
1049
Battery Global Advisors
Massachusetts
$1.07M
QI
1050
Qtron Investments
Massachusetts
$1.07M