We are live on ! Find out more
CRWD icon

CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
WTG
1501
West Tower Group
Virginia
$205K +$200K +2,400 New
RFA
1502
Reyes Financial Architecture
California
$205K +$199K +2,396 New
Avidian Wealth Enterprises
1503
Avidian Wealth Enterprises
Texas
$204K +$199K +2,388 New
FWP
1504
Firethorn Wealth Partners
Georgia
$204K +$198K +2,380 New
MC
1505
Marest Capital
California
$204K +$198K +2,380 New
WWM
1506
WT Wealth Management
Arizona
$203K +$197K +2,372 New
CWS
1507
Cypress Wealth Services
California
$202K +$197K +2,364 New
BWM
1508
Baron Wealth Management
Michigan
$200K +$195K +2,340 New
FC
1509
Fairscale Capital
New Hampshire
$196K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$192K – – –
MCM
1511
Manchester Capital Management
Vermont
$191K +$102K +1,232 +123%
MLM
1512
Mount Lucas Management
Pennsylvania
$191K -$39.2K -472 -17%
SC
1513
Stance Capital
Massachusetts
$189K +$184K +2,208 New
WB
1514
Webster Bank
Connecticut
$186K +$113K +1,360 +166%
C
1515
Covestor
United Kingdom
$182K +$29.3K +352 +20%
Acadian Asset Management
1516
Acadian Asset Management
Massachusetts
$179K -$2.4M -28,892 -93%
AssetMark Inc
1517
AssetMark Inc
California
$179K +$71.2K +856 +69%
KFI
1518
Key Financial Inc
Pennsylvania
$171K – – –
TSMHT
1519
Thurston Springer Miller Herd & Titak
Indiana
$169K +$49.2K +592 +43%
JWA
1520
JFS Wealth Advisors
Pennsylvania
$168K +$4.32K +52 +3%
BCMLT
1521
Beacon Capital Management LLC (Tennessee)
Tennessee
$166K – – –
SWA
1522
SOA Wealth Advisors
New York
$157K +$72.8K +876 +91%
LI
1523
LRI Investments
Florida
$156K +$94.1K +1,132 +165%
FIA
1524
FNY Investment Advisers
New York
$155K -$96.4K -1,160 -39%
GTAM
1525
Global Trust Asset Management
Florida
$155K +$81.8K +984 +119%