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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
SR
1976
Swiss Re
Switzerland
$15.6K
VWA
1977
VSM Wealth Advisory
Maryland
$15.6K
EWM
1978
Evolution Wealth Management
Florida
$15.6K +$2.54K +24 +18%
CFG
1979
Clayton Financial Group
Missouri
$14.1K -$1.27K -12 -8%
WA
1980
WPG Advisers
Maryland
$14.1K -$424 -4 -3%
GCM
1981
Gunpowder Capital Management
Maryland
$14.1K
BAM
1982
Byrne Asset Management
New Jersey
$13.3K -$3.81K -36 -21%
QWM
1983
Quaker Wealth Management
New Jersey
$13.3K
KFG
1984
Kingdom Financial Group
Arizona
$13.3K +$14.4K +136 New
LAS
1985
Lloyd Advisory Services
Georgia
$13.3K +$14.4K +136 New
PG
1986
Proffitt & Goodson
Tennessee
$12.9K
SIC
1987
SJS Investment Consulting
Ohio
$12.5K -$21.6K -204 -61%
MAS
1988
MPWM Advisory Solutions
Georgia
$12.5K
SA
1989
Seneschal Advisors
Washington
$12.1K
HPBT
1990
Hickory Point Bank & Trust
Illinois
$12.1K +$13.1K +124 New
MWA
1991
Medallion Wealth Advisors
Connecticut
$11.7K
MTIC
1992
Missouri Trust & Investment Company
Missouri
$11.7K +$12.7K +120 New
NWMP
1993
Noble Wealth Management PBC
Colorado
$11.3K
IWP
1994
IAG Wealth Partners
Wisconsin
$11.3K +$12.3K +116 New
GC
1995
Gould Capital
Washington
$10.9K
RWM
1996
Raffa Wealth Management
District of Columbia
$10.5K +$424 +4 +4%
LWMI
1997
Legacy Wealth Management (Idaho)
Idaho
$10.2K -$1.7K -16 -13%
VWA
1998
Valued Wealth Advisors
Utah
$10.2K +$11K +104 New
SWA
1999
Strategic Wealth Advisors
Arizona
$10K +$11.9K +112 New
YAL
2000
Your Advocates Ltd
Texas
$9.76K -$1.27K -12 -11%