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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1976
Bare Financial Services
Pennsylvania
$6.87K +$2.27K +20 +56%
MWM
1977
Mascoma Wealth Management
New Hampshire
$6.87K – – –
STB
1978
S&T Bank
Pennsylvania
$6.87K +$1.36K +12 +27%
WW
1979
Winnow Wealth
Texas
$6.38K +$5.91K +52 New
PP
1980
PFS Partners
New Jersey
$5.88K – – –
RWPA
1981
Richard W. Paul & Associates
Michigan
$5.88K – – –
W
1982
WealthCollab
Washington
$5.88K – – –
AP
1983
Aspect Partners
Virginia
$5.88K +$5.46K +48 New
CFG
1984
Clayton Financial Group
Missouri
$5.88K +$5.46K +48 New
M
1985
MOTCO
Texas
$5.88K +$5.46K +48 New
FGAM
1986
Financial Gravity Asset Management
Texas
$5.39K +$5K +44 New
WWA
1987
Wealth Watch Advisors
Colorado
$4.9K -$28.2K -248 -86%
BCH
1988
Berkshire Capital Holdings
California
$4.9K – – –
CFG
1989
Chapman Financial Group
Hawaii
$4.9K – – –
MLA
1990
MB, Levis & Associates
Pennsylvania
$4.9K – – –
FCAS
1991
First Command Advisory Services
Texas
$4.9K +$4.55K +40 New
WAS
1992
Winch Advisory Services
Wisconsin
$4.41K – – –
ACM
1993
Aster Capital Management
United Arab Emirates
$3.92K +$3.64K +32 New
CIAS
1994
CBIZ Investment Advisory Services
Ohio
$3.92K +$3.64K +32 New
TPBG
1995
Turning Point Benefit Group
Maryland
$3K +$2.73K +24 New
PPA
1996
Painted Porch Advisors
California
$2.94K -$1.36K -12 -33%
BHWM
1997
Bay Harbor Wealth Management
Maryland
$2.94K – – –
CWM
1998
Cedar Wealth Management
California
$2.94K – – –
PS
1999
PayPay Securities
Japan
$2.8K +$455 +4 +20%
DPW
2000
DiNuzzo Private Wealth
Pennsylvania
$2.54K – – –