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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
1326
Wagner Wealth Management (South Carolina)
South Carolina
$200K +$191K +2,500 New
SPC
1327
Spirepoint Private Client
Florida
$200K +$191K +2,496 New
HM Payson & Co
1328
HM Payson & Co
Maine
$194K +$1.53K +20 +0.8%
Livforsakringsbolaget Skandia
1329
Livforsakringsbolaget Skandia
Sweden
$185K – – –
TCOV
1330
Trust Company of Vermont
Vermont
$182K +$128K +1,672 +279%
T
1331
Tidemark
California
$178K +$94.3K +1,232 +125%
KFI
1332
Key Financial Inc
Pennsylvania
$176K +$15.3K +200 +10%
VCM
1333
Versant Capital Management
Arizona
$174K +$39.5K +516 +31%
Whittier Trust
1334
Whittier Trust
California
$174K – – –
GCS
1335
Gordian Capital (Singapore)
Singapore
$162K +$3.06K +40 +2%
BWP
1336
Baldwin Wealth Partners
Massachusetts
$160K – – –
PFBT
1337
Parkside Financial Bank & Trust
Missouri
$158K +$36.1K +472 +32%
Huntington National Bank
1338
Huntington National Bank
Ohio
$157K +$95.8K +1,252 +177%
FCT
1339
First Community Trust
Iowa
$152K +$145K +1,896 New
C
1340
Covestor
United Kingdom
$150K -$24.5K -320 -15%
JWA
1341
JFS Wealth Advisors
Pennsylvania
$149K +$12.9K +168 +10%
PP
1342
PrairieView Partners
Minnesota
$133K -$47.8K -624 -27%
AP
1343
Atwood & Palmer
Missouri
$129K – – –
IFAM
1344
Institutional & Family Asset Management
Colorado
$128K -$21.7K -284 -15%
TCA
1345
Trifecta Capital Advisors
Illinois
$128K – – –
NC
1346
nVerses Capital
Florida
$128K +$122K +1,600 New
SWM
1347
Sugarloaf Wealth Management
Georgia
$127K +$122K +1,588 New
VSQM
1348
V-Square Quantitative Management
Illinois
$127K – – –
RFA
1349
Register Financial Advisors
Georgia
$127K +$121K +1,580 New
LF
1350
LifeSteps Financial
California
$120K +$114K +1,492 New