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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
1676
Mandatum Life Insurance Company
Finland
$244K -$65.7K -620 -20%
NA
1677
Nautilus Advisors
California
$244K -$42.8K -404 -14%
JFGIW
1678
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K -$2.12K -20 -0.8%
PFGIA
1679
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$264K +2,496 New
CWS
1680
Cypress Wealth Services
California
$243K -$13.6K -128 -5%
TCBWMS
1681
Texas Capital Bank Wealth Management Services
Texas
$242K +$44.9K +424 +21%
Algert Global
1682
Algert Global
California
$242K +$263K +2,480 New
Forvis Mazars Wealth Advisors
1683
Forvis Mazars Wealth Advisors
Missouri
$241K +$9.32K +88 +4%
PWG
1684
Portside Wealth Group
Utah
$240K -$70.4K -664 -21%
PWPS
1685
Pinnacle Wealth Planning Services
Ohio
$239K +$16.5K +156 +7%
LA
1686
Legacy Advisors
Pennsylvania
$239K -$72.5K -684 -22%
LIM
1687
Leavell Investment Management
Alabama
$237K +$2.12K +20 +0.8%
QWM
1688
Quadcap Wealth Management
Texas
$237K +$3.81K +36 +2%
EIG
1689
Ellenbecker Investment Group
Wisconsin
$237K – – –
SL
1690
Sentinus LLC
Illinois
$237K +$257K +2,424 New
EC
1691
EntryPoint Capital
New York
$235K +$256K +2,412 New
VCAM
1692
Van Cleef Asset Management
Ohio
$235K – – –
BWM
1693
Bosman Wealth Management
California
$235K -$5.06M -47,740 -95%
TWM
1694
TCFG Wealth Management
California
$235K -$97.5K -920 -28%
TIA
1695
TCFG Investment Advisors
California
$235K +$255K +2,408 New
HCA
1696
Harbour Capital Advisors
Virginia
$235K – – –
TDC
1697
Thompson Davis & Co
Virginia
$234K -$276K -2,600 -52%
AWM
1698
Arista Wealth Management
Nevada
$234K -$14K -132 -5%
DCM
1699
Delaney Capital Management
$234K – – –
NAMP
1700
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$234K – – –