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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1501
OneAscent Financial Services
Alabama
$727K -$51.1K -360 -9%
FFM
1502
Forum Financial Management
Illinois
$727K +$206K +1,452 +62%
RCM
1503
RB Capital Management
Nevada
$727K +$143K +1,004 +36%
Grantham, Mayo, Van Otterloo & Co (GMO)
1504
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$727K +$541K +3,808 New
SWA
1505
SFMG Wealth Advisors
Texas
$725K +$72.7K +512 +16%
GLA
1506
Great Lakes Advisors
Illinois
$723K -$36.4K -256 -6%
WE
1507
Wealth Effects
Massachusetts
$722K +$538K +3,784 New
GKFF
1508
George Kaiser Family Foundation
Oklahoma
$721K +$537K +3,780 New
PGCM
1509
Prescott Group Capital Management
Oklahoma
$721K +$537K +3,780 New
BMCM
1510
Bryn Mawr Capital Management
Pennsylvania
$720K -$568 -4 -0.1%
IIM
1511
IFC & Insurance Marketing
California
$719K +$39.2K +276 +8%
GB
1512
Goepper Burkhardt
South Carolina
$718K -$24.4K -172 -4%
MK
1513
MASTERINVEST Kapitalanlage
$718K – – –
SA
1514
Skyline Advisors
Washington
$717K -$35.8K -252 -6%
GWS
1515
Greykasell Wealth Strategies
California
$716K +$25.6K +180 +5%
TWPM
1516
Total Wealth Planning & Management
Florida
$714K +$78.4K +552 +17%
RZH
1517
Relyea Zuckerberg Hanson
Connecticut
$710K +$228K +1,608 +76%
OCM
1518
Osbon Capital Management
Massachusetts
$707K – – –
RFA
1519
Rollins Financial Advisors
New York
$704K +$151K +1,060 +40%
AWM
1520
Avaii Wealth Management
Wisconsin
$702K -$7.96K -56 -1%
CIG
1521
Cascade Investment Group
Colorado
$702K -$42.6K -300 -8%
MWM
1522
Mattern Wealth Management
Kansas
$701K +$522K +3,676 New
JPLA
1523
Joseph P. Lucia & Associates
New York
$700K -$5.68K -40 -1%
MAWA
1524
Moss Adams Wealth Advisors
Washington
$698K +$84.1K +592 +19%
FC
1525
Fjell Capital
North Dakota
$698K +$189K +1,332 +57%