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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1951
Physician Wealth Advisors
Utah
$12.6K -$1.82K -16 -13%
TFG
1952
Team Financial Group
California
$12.3K – – –
VFM
1953
Vision Financial Markets
Connecticut
$12.3K – – –
SIC
1954
SJS Investment Consulting
Ohio
$11.3K -$121K -1,064 -92%
LFA
1955
LGT Financial Advisors
Texas
$11.3K – – –
TFA
1956
Transamerica Financial Advisors
Florida
$11.3K +$10.5K +92 New
RWM
1957
Raffa Wealth Management
District of Columbia
$10.8K -$2.73K -24 -21%
BI
1958
Binnacle Investments
Iowa
$10.8K -$2.27K -20 -19%
WPA
1959
Wealth Preservation Advisors
Tennessee
$10.3K -$418K -3,680 -98%
HDIM
1960
Hanson & Doremus Investment Management
Vermont
$10K – – –
HIW
1961
Holos Integrated Wealth
Pennsylvania
$9.38K – – –
WBC
1962
West Branch Capital
Massachusetts
$9.32K +$1.82K +16 +27%
NWMP
1963
Noble Wealth Management PBC
Colorado
$9.32K +$8.64K +76 New
SC
1964
Sawyer & Company
Massachusetts
$9K – – –
WCM
1965
Winthrop Capital Management
Indiana
$9K – – –
DIP
1966
DT Investment Partners
Pennsylvania
$8.83K – – –
CI
1967
Clal Insurance
Israel
$8K -$1.36K -12 -15%
MSWM
1968
Mowery & Schoenfeld Wealth Management
Illinois
$7.85K – – –
GCS
1969
Gordian Capital (Singapore)
Singapore
$7.85K -$114K -1,000 -94%
OFG
1970
Omega Financial Group
California
$7.85K – – –
PWA
1971
Principia Wealth Advisory
Texas
$7.36K -$455 -4 -6%
CTA
1972
Colonial Trust Advisors
South Carolina
$7.36K – – –
EAM
1973
Eukles Asset Management
Ohio
$7.36K – – –
SRCM
1974
Signature Resources Capital Management
California
$7.36K – – –
RWA
1975
Redmont Wealth Advisors
Illinois
$7.36K +$6.82K +60 New