We are live on ! Find out more
CRWD icon

CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1526
Legacy Advisors
Pennsylvania
$367K +$35.6K +280 +10%
EFS
1527
Essex Financial Services
Connecticut
$367K +$8.66K +68 +2%
AWC
1528
Abundance Wealth Counselors
Pennsylvania
$367K – – –
MLIC
1529
Mandatum Life Insurance Company
Finland
$366K +$61.1K +480 +18%
PWG
1530
Portside Wealth Group
Utah
$366K -$13.7K -108 -3%
EWA
1531
Exencial Wealth Advisors
Oklahoma
$365K +$10.7K +84 +3%
BFWA
1532
Benchmark Financial Wealth Advisors
Florida
$365K – – –
PCG
1533
Prosperity Consulting Group
Maryland
$365K +$4.58K +36 +1%
MAP
1534
Moody Aldrich Partners
Massachusetts
$363K – – –
DWM
1535
Defined Wealth Management
Oregon
$363K +$2.04K +16 +0.5%
KCP
1536
Kera Capital Partners
California
$363K -$41.2K -324 -9%
SCTC
1537
Sanibel Captiva Trust Company
Florida
$361K – – –
WSFG
1538
Wall Street Financial Group
Illinois
$361K +$7.13K +56 +2%
TWPM
1539
Total Wealth Planning & Management
Florida
$360K +$391K +3,072 New
FFA
1540
Florida Financial Advisors
Florida
$360K +$114K +896 +41%
RFA
1541
Reyes Financial Architecture
California
$360K -$19.4K -152 -5%
ACM
1542
Allred Capital Management
Texas
$358K +$12.7K +100 +3%
WG
1543
Warner Group
Connecticut
$357K +$388K +3,044 New
LPAM
1544
Lodestar Private Asset Management
California
$357K +$5.6K +44 +1%
GFP
1545
Gryphon Financial Partners
Ohio
$357K +$61.1K +480 +19%
CH
1546
Cromwell Holdings
Wyoming
$355K – – –
SW
1547
StrongBox Wealth
Missouri
$354K +$24.4K +192 +7%
SSG
1548
Summit Securities Group
New York
$353K +$343K +2,696 +843%
FFO
1549
Fiduciary Family Office
Florida
$353K +$2.55K +20 +0.7%
PA
1550
PFG Advisors
Arizona
$352K -$220K -1,728 -37%
60 61
62
63 64