We are live on ! Find out more
CRWD icon

CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1251
Bell Bank
North Dakota
$1.2M +$59.1K +416 +7%
SWGC
1252
Summit Wealth Group (Colorado)
Colorado
$1.2M +$20.5K +144 +2%
CCAM
1253
Cascades Capital Asset Management
North Carolina
$1.2M -$94.9K -668 -10%
VPW
1254
Variant Private Wealth
Virginia
$1.18M – – –
KBFS
1255
Kohmann Bosshard Financial Services
Ohio
$1.18M +$1.71K +12 +0.2%
CFM
1256
Compass Financial Management
Florida
$1.18M +$1.53M +10,752 New
MLL
1257
Moody Lynn & Lieberson
Massachusetts
$1.18M -$32.4K -228 -4%
CWG
1258
Crown Wealth Group
North Carolina
$1.16M +$568 +4 +0.1%
ASA
1259
Axxion S.A.
Luxembourg
$1.16M +$866K +6,096 New
KCFA
1260
Key Client Fiduciary Advisors
New Jersey
$1.15M +$19.9K +140 +2%
IMC
1261
Investment Management Corporation
Virginia
$1.15M -$275K -1,936 -24%
AO
1262
Advisor OS
Illinois
$1.14M -$230K -1,616 -21%
CSB
1263
City State Bank
Iowa
$1.14M -$316K -2,224 -27%
KAS
1264
KPP Advisory Services
Kentucky
$1.14M -$1.14K -8 -0.1%
GFPC
1265
Global Financial Private Client
Florida
$1.14M -$12.5K -88 -1%
MA
1266
MCF Advisors
Kentucky
$1.14M +$129K +908 +18%
WG
1267
Warner Group
Connecticut
$1.13M +$426K +2,996 +102%
IIC
1268
Integrated Investment Consultants
Michigan
$1.12M -$216K -1,520 -21%
CCIA
1269
Cherry Creek Investment Advisors
Colorado
$1.12M – – –
EP
1270
Evelyn Partners
$1.12M +$3M +21,124 New
RFA
1271
Resurgent Financial Advisors
Georgia
$1.12M +$414K +2,916 +99%
RCSA
1272
REYL & Cie S.A.
Switzerland
$1.11M +$1.62M +11,372 New
MC
1273
Maverick Capital
Texas
$1.11M +$827K +5,824 New
IPW
1274
Impact Partnership Wealth
Georgia
$1.11M +$331K +2,332 +67%
JC
1275
JM2 Capital
Oklahoma
$1.11M +$25K +176 +3%
49 50
51
52 53