We are live on ! Find out more
CRWD icon

CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
Quotient Wealth Partners
1326
Quotient Wealth Partners
Texas
$297K +$22.3K +268 +8%
MFG
1327
Mosaic Financial Group
Illinois
$296K +$288K +3,464 New
SPC
1328
Spirepoint Private Client
Florida
$296K +$40.2K +484 +16%
WWP
1329
Wise Wealth Partners
Arizona
$295K +$287K +3,452 New
Dakota Wealth Management
1330
Dakota Wealth Management
Florida
$294K -$987K -11,872 -78%
EA
1331
Everpar Advisors
Oklahoma
$293K +$42.9K +516 +18%
Kestra Investment Management
1332
Kestra Investment Management
Texas
$292K -$417K -5,020 -60%
AFO
1333
Arrowroot Family Office
California
$292K +$284K +3,412 New
DAM
1334
Delta Asset Management
Tennessee
$292K – – –
TD Private Client Wealth
1335
TD Private Client Wealth
New York
$291K +$66.2K +796 +31%
RCM
1336
Ravenstone Capital Management
$291K +$283K +3,400 New
TWM
1337
Tradition Wealth Management
Minnesota
$290K +$282K +3,392 New
EL
1338
Essex LLC
Illinois
$289K – – –
PIC
1339
Portland Investment Counsel
Ontario, Canada
$288K – – –
KCP
1340
Kera Capital Partners
California
$287K +$279K +3,356 New
HCM
1341
Hollencrest Capital Management
California
$286K +$49.5K +596 +22%
GSWM
1342
Golden State Wealth Management
California
$286K +$278K +3,344 New
PP
1343
Patron Partners
Texas
$286K +$278K +3,344 New
Johnson Investment Counsel
1344
Johnson Investment Counsel
Ohio
$284K +$11.6K +140 +4%
Financial Engines Advisors
1345
Financial Engines Advisors
California
$284K +$276K +3,320 New
MWP
1346
Madison Wealth Partners
Wisconsin
$284K +$7.32K +88 +3%
WF
1347
Whelan Financial
California
$283K +$275K +3,312 New
FA
1348
Fountainhead AM
New Jersey
$282K +$274K +3,300 New
FC
1349
Fusion Capital
South Carolina
$281K +$18.3K +220 +7%
EFL
1350
ERn Financial LLC
Wisconsin
$281K +$273K +3,288 New