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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
BRPW
1651
Ballast Rock Private Wealth
South Carolina
$550K – – –
FA
1652
Fermata Advisors
California
$548K +$23.3K +164 +6%
PIC
1653
Portland Investment Counsel
Ontario, Canada
$546K – – –
CAM
1654
Concorde Asset Management
Michigan
$546K -$44.3K -312 -10%
WSFG
1655
Wall Street Financial Group
Illinois
$545K +$2.84K +20 +0.7%
FP
1656
Fiduciary Planning
Florida
$545K -$49.4K -348 -11%
Simplex Trading
1657
Simplex Trading
Illinois
$541K +$403K +2,836 New
APFP
1658
Action Point Financial Planning
Michigan
$541K +$406K +2,856 New
PWMAG
1659
Pinnacle Wealth Management Advisory Group
New Jersey
$540K +$402K +2,828 New
ATS
1660
Ashton Thomas Securities
New York
$539K +$87.5K +616 +27%
GPWM
1661
Grant Private Wealth Management
California
$538K -$1.62M -11,392 -80%
AAS
1662
Annex Advisory Services
Wisconsin
$537K +$89.2K +628 +29%
BWM
1663
BankPlus Wealth Management
Mississippi
$537K +$88.7K +624 +28%
MSFS
1664
Main Street Financial Solutions
Pennsylvania
$536K -$40.3K -284 -9%
CBT
1665
Central Bank & Trust
Kentucky
$534K – – –
EWM
1666
Elite Wealth Management
Washington
$531K -$3.98K -28 -1%
CWS
1667
Cypress Wealth Services
California
$531K +$41.5K +292 +12%
CWG
1668
Cornerstone Wealth Group
North Carolina
$529K +$118K +828 +43%
FLII
1669
First Long Island Investors
New York
$527K – – –
OL
1670
OneFund LLC
Florida
$527K – – –
PWG
1671
Portside Wealth Group
Utah
$527K +$42.6K +300 +12%
SIC
1672
Sterling Investment Counsel
New York
$526K +$5.12K +36 +1%
DWM
1673
Daner Wealth Management
Georgia
$524K +$994K +6,996 +304%
SA
1674
Sovran Advisors
California
$523K -$5.55M -39,088 -77%
HIMC
1675
Heritage Investors Management Corp
Maryland
$522K – – –