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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1401
Correct Capital Wealth Management
Missouri
$835K -$284K -2,000 -31%
BPAMU
1402
BTG Pactual Asset Management US
New York
$832K
SIS
1403
Sound Income Strategies
Florida
$831K +$30.7K +216 +5%
TCOV
1404
Trust Company of Vermont
Vermont
$830K +$618K +4,352 New
KFC
1405
Klingenstein Fields & Co
New York
$830K +$22.2K +156 +4%
MFA
1406
Morling Financial Advisors
California
$829K +$568 +4 +0.1%
JTF
1407
J. Team Financial
Texas
$827K +$44.3K +312 +8%
TIS
1408
Titan Investment Solutions
$825K -$190K -1,340 -7%
DI
1409
Diligent Investors
California
$824K -$5.68K -40 -0.9%
SB
1410
Strategic Blueprint
Georgia
$824K -$122K -856 -17%
KCM
1411
Kathmere Capital Management
Pennsylvania
$821K +$86.9K +612 +17%
T
1412
TOBAM
France
$821K -$524K -3,688 -46%
CPW
1413
Cove Private Wealth
New York
$819K +$610K +4,292 New
RPCONE
1414
Retirement Planning Company of New England
Rhode Island
$818K +$609K +4,288 New
MMCM
1415
Murphy & Mullick Capital Management
New York
$818K -$27.3K -192 -4%
AWMA
1416
Arbor Wealth Management (Arizona)
Arizona
$813K +$605K +4,260 New
SB
1417
Simmons Bank
Arkansas
$812K +$303K +2,132 +100%
FMWA
1418
Forvis Mazars Wealth Advisors
Missouri
$811K +$253K +1,780 +72%
CIM
1419
Cambria Investment Management
California
$807K +$64.8K +456 +12%
KC
1420
Knuff & Co
California
$806K +$178K +1,252 +42%
UIA
1421
Ulland Investment Advisors
Minnesota
$805K
SP
1422
SmartHarvest Portfolios
Washington
$804K +$56.8K +400 +10%
JWM
1423
Jeppson Wealth Management
California
$802K +$91.5K +644 +18%
SA
1424
Spear Advisors
New York
$802K +$114K +800 +24%
BI
1425
Ballast Inc
Kentucky
$801K +$2.39M +16,800 New