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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
1601
Blue Rock Wealth Management
North Carolina
$322K – – –
CA
1602
Crewe Advisors
Utah
$321K +$3.56K +28 +1%
CP
1603
Canopy Partners
Ohio
$320K +$94.2K +740 +37%
SI
1604
Stonekeep Investments
New Mexico
$319K +$5.6K +44 +2%
CCI
1605
Credit Capital Investments
New Jersey
$319K -$255K -2,000 -42%
EFG
1606
Elm3 Financial Group
Georgia
$319K -$189K -1,484 -35%
SIC
1607
Sterling Investment Counsel
New York
$319K – – –
WHCFA
1608
William Howard & Co Financial Advisors
Tennessee
$319K – – –
FBB
1609
Fulton Breakefield Broenniman
Maryland
$319K +$20.4K +160 +6%
RCP
1610
Rothschild Capital Partners
New York
$318K – – –
FFG
1611
First Financial Group
North Carolina
$317K – – –
TWA
1612
Tulsa Wealth Advisors
Oklahoma
$317K +$344K +2,704 New
LIM
1613
Loudon Investment Management
New Hampshire
$316K – – –
Ancora Advisors
1614
Ancora Advisors
Ohio
$316K +$69.8K +548 +26%
EL
1615
Essex LLC
Illinois
$315K -$27.5K -216 -7%
OL
1616
OneFund LLC
Florida
$313K +$20.4K +160 +6%
GWM
1617
Greenline Wealth Management
Florida
$313K +$340K +2,668 New
IWA
1618
Icon Wealth Advisors
Texas
$311K -$57.5K -452 -15%
LWM
1619
Laidlaw Wealth Management
New York
$310K -$302K -2,376 -47%
SC
1620
Syon Capital
California
$309K +$509 +4 +0.2%
CL
1621
CSS LLC
Illinois
$309K +$318K +2,496 +1,733%
FF
1622
Formulate Financial
Florida
$309K +$35.6K +280 +12%
CWS
1623
Cypress Wealth Services
California
$307K +$1.53K +12 +0.5%
FWP
1624
Forefront Wealth Partners
Texas
$307K -$6.62K -52 -2%
PPWM
1625
Paragon Private Wealth Management
Kentucky
$306K -$19.4K -152 -5%