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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1576
Toth Financial Advisory
Virginia
$299K -$44.9K -424 -12%
MAWA
1577
Moss Adams Wealth Advisors
Washington
$299K -$8.9K -84 -3%
OL
1578
Optas LLC
Texas
$298K +$53K +500 +20%
KFI
1579
Key Financial Inc
Pennsylvania
$297K +$12.7K +120 +4%
CFC
1580
Coyle Financial Counsel
Illinois
$297K -$120K -1,132 -27%
TSMHT
1581
Thurston Springer Miller Herd & Titak
Indiana
$294K +$58.1K +548 +22%
EGWAG
1582
Elwood & Goetz Wealth Advisory Group
Georgia
$293K +$9.32K +88 +3%
QPWM
1583
Quadrant Private Wealth Management
Pennsylvania
$293K +$17.8K +168 +6%
Stonehage Fleming Financial Services
1584
Stonehage Fleming Financial Services
Jersey
$293K – – –
PFM
1585
Patton Fund Management
Texas
$292K -$4.47M -42,164 -93%
FCG
1586
Financial Connections Group
California
$291K – – –
KC
1587
Knuff & Co
California
$290K +$315K +2,972 New
TW
1588
TritonPoint Wealth
Maryland
$290K +$20.3K +192 +7%
IIL
1589
Income Insurance Ltd
$290K – – –
AWC
1590
Abundance Wealth Counselors
Pennsylvania
$289K -$17.4K -164 -5%
DP
1591
DDD Partners
Washington
$289K -$211K -1,988 -40%
AWM
1592
Ameliora Wealth Management
Switzerland
$289K – – –
PWC
1593
Pathfinder Wealth Consulting
North Carolina
$289K +$10.6K +100 +3%
MA
1594
MONECO Advisors
Connecticut
$288K -$32.2K -304 -9%
TWM
1595
Triton Wealth Management
Arizona
$287K +$44.5K +420 +17%
RI
1596
Rinkey Investments
California
$287K -$81.8K -772 -21%
WG
1597
Warner Group
Connecticut
$287K -$11.4K -108 -4%
AW
1598
Alteri Wealth
California
$287K -$4.66K -44 -1%
RFA
1599
Resurgent Financial Advisors
Georgia
$287K +$110K +1,040 +55%
LF
1600
Lee Financial
Texas
$286K – – –