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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1326
Mosaic Financial Group
Illinois
$296K +$288K +3,464 New
SPC
1327
Spirepoint Private Client
Florida
$296K +$40.2K +484 +16%
WWP
1328
Wise Wealth Partners
Arizona
$295K +$287K +3,452 New
DWM
1329
Dakota Wealth Management
Florida
$294K -$987K -11,872 -78%
EA
1330
Everpar Advisors
Oklahoma
$293K +$42.9K +516 +18%
KIM
1331
Kestra Investment Management
Texas
$292K -$417K -5,020 -60%
AFO
1332
Arrowroot Family Office
California
$292K +$284K +3,412 New
DAM
1333
Delta Asset Management
Tennessee
$292K
TPCW
1334
TD Private Client Wealth
New York
$291K +$66.2K +796 +31%
RCM
1335
Ravenstone Capital Management
$291K +$283K +3,400 New
TWM
1336
Tradition Wealth Management
Minnesota
$290K +$282K +3,392 New
EL
1337
Essex LLC
Illinois
$289K
PIC
1338
Portland Investment Counsel
Ontario, Canada
$288K
KCP
1339
Kera Capital Partners
California
$287K +$279K +3,356 New
HCM
1340
Hollencrest Capital Management
California
$286K +$49.5K +596 +22%
GSWM
1341
Golden State Wealth Management
California
$286K +$278K +3,344 New
PP
1342
Patron Partners
Texas
$286K +$278K +3,344 New
JIC
1343
Johnson Investment Counsel
Ohio
$284K +$11.6K +140 +4%
Financial Engines Advisors
1344
Financial Engines Advisors
California
$284K +$276K +3,320 New
MWP
1345
Madison Wealth Partners
Wisconsin
$284K +$7.32K +88 +3%
WF
1346
Whelan Financial
California
$283K +$275K +3,312 New
FA
1347
Fountainhead AM
New Jersey
$282K +$274K +3,300 New
FC
1348
Fusion Capital
South Carolina
$281K +$18.3K +220 +7%
EFL
1349
ERn Financial LLC
Wisconsin
$281K +$273K +3,288 New
PJSIMP
1350
P.J. Schmidt Investment Management (PJS)
Wisconsin
$281K -$23.3K -280 -8%