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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1076
Rockbridge Investment Management
New York
$3.65K -$9.32K -200 -76%
SWA
1077
Sutton Wealth Advisors
Florida
$3.41K -$1.49K -32 -35%
AWM
1078
AllSquare Wealth Management
New York
$3K
AW
1079
Avion Wealth
Texas
$3K
WBC
1080
West Branch Capital
Massachusetts
$3K
DI
1081
Disciplined Investments
Oklahoma
$3K +$373 +8 +20%
LF
1082
Lee Financial
Texas
$3K +$1.49K +32 +200%
TH
1083
TCTC Holdings
Texas
$3K +$2.24K +48 New
OAJ
1084
Ogorek Anthony Joseph
New York
$3K +$2.61K +56 New
TWM
1085
Tradition Wealth Management
Minnesota
$3K +$2.61K +56 New
MFT
1086
Moisand Fitzgerald Tamayo
Florida
$3K +$2.79K +60 New
HS
1087
Horan Securities
United States
$2K -$11K -236 -89%
TFO
1088
Tarbox Family Office
California
$2K -$2.98K -64 -62%
CWM
1089
Cranbrook Wealth Management
Michigan
$2K
TF
1090
TimeScale Financial
Massachusetts
$2K
AA
1091
Addison Advisors
Vermont
$2K +$932 +20 +100%
FMP
1092
Financial Management Professionals
Texas
$2K +$932 +20 +100%
CYG
1093
Clean Yield Group
Vermont
$2K +$1.49K +32 New
BWL
1094
Bogart Wealth LLC
Virginia
$2K +$1.86K +40 New
MGIM
1095
M&G Investment Management
United Kingdom
$1.55K
TFGT
1096
TS Financial Group (TSFG)
Illinois
$1K -$7.46K -160 -87%
CFO
1097
CVA Family Office
Colorado
$1K -$932 -20 -50%
AFS
1098
Annapolis Financial Services
Maryland
$1K
DWA
1099
Delos Wealth Advisors
Texas
$1K
HGWM
1100
Harvest Group Wealth Management
Massachusetts
$1K