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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1901
Front Row Advisors
California
$38.2K
FS
1902
Financially Speaking
Colorado
$38.2K +$32.5K +300 New
EWP
1903
Elevation Wealth Partners
California
$37.7K
FMP
1904
Financial Management Professionals
Texas
$36.2K +$14.7K +136 +92%
Loomis, Sayles & Company
1905
Loomis, Sayles & Company
Massachusetts
$36.2K +$30.8K +284 New
TWD
1906
True Wealth Design
Ohio
$35.9K +$5.64K +52 +23%
WTA
1907
Washington Trust Advisors
Massachusetts
$35.1K
AW
1908
Avion Wealth
Texas
$35K -$41.2K -380 -58%
FFO
1909
Fortitude Family Office
Arizona
$34.1K +$1.73K +16 +6%
KA
1910
Kozak & Associates
Colorado
$33.9K
PWMG
1911
Prestige Wealth Management Group
New Jersey
$33.6K +$6.07K +56 +27%
HWM
1912
HighMark Wealth Management
Minnesota
$33.6K -$867 -8 -3%
IWM
1913
Inlight Wealth Management
Georgia
$33.1K
FGC
1914
Financial Gravity Companies
Texas
$32.6K +$27.7K +256 New
NCM
1915
Northwest Capital Management
Oregon
$31.6K -$86.7K -800 -76%
TCM
1916
TD Capital Management
Tennessee
$31.1K +$26.4K +244 New
HWM
1917
Hemington Wealth Management
Virginia
$31K +$6.94K +64 +35%
BT
1918
Banque Transatlantique
France
$30.7K +$13.9K +128 +114%
FFA
1919
Frazier Financial Advisors
Ohio
$30.6K
MAS
1920
MPWM Advisory Solutions
Georgia
$30K +$434 +4 +2%
OW
1921
Olistico Wealth
Oklahoma
$30K +$8.67K +80 +51%
PIS
1922
POM Investment Strategies
North Carolina
$30K +$25.6K +236 New
BIA
1923
Bell Investment Advisors
California
$28K
SWIM
1924
Smallwood Wealth Investment Management
New Jersey
$28K -$1.73K -16 -7%
CPG
1925
Cornerstone Planning Group
New Jersey
$27.8K +$434 +4 +2%