We are live on ! Find out more
CRWD icon

CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2051
Centennial Wealth Advisory
Michigan
$246K +$183K +1,288 New
AFO
2052
Arrowroot Family Office
California
$245K +$182K +1,284 New
ABLA
2053
Alan B. Lancz & Associates
Ohio
$244K +$182K +1,280 New
ATFA
2054
All Terrain Financial Advisors
Minnesota
$244K +$182K +1,280 New
CAAS
2055
Capital Asset Advisory Services
Michigan
$244K +$182K +1,280 New
EB
2056
Exchange Bank
California
$244K +$182K +1,280 New
LF
2057
LifeSteps Financial
California
$244K +$182K +1,280 New
SRC
2058
Sage Rhino Capital
California
$244K +$182K +1,280 New
HIS
2059
Harvest Investment Services
Illinois
$243K +$181K +1,276 New
CWA
2060
Consilio Wealth Advisors
Washington
$241K +$180K +1,264 New
CT
2061
Caldwell Trust
Florida
$240K +$17K +120 +11%
EFG
2062
Elm3 Financial Group
Georgia
$240K +$179K +1,260 New
MIM
2063
Montgomery Investment Management
Maryland
$240K +$179K +1,260 New
E
2064
EntreWealth
Texas
$239K +$655K +4,612 New
LB
2065
Legacy Bridge
Iowa
$239K – – –
MIM
2066
Macroview Investment Management
Maryland
$239K +$178K +1,252 New
EP
2067
Ehrenkranz Partners
New York
$239K +$178K +1,252 New
HNWAG
2068
High Net Worth Advisory Group
Florida
$238K -$114K -800 -14%
NEWAS
2069
N.E.W. Advisory Services
Wisconsin
$237K -$11.4K -80 -6%
PSP
2070
Principal Street Partners
Tennessee
$237K +$177K +1,244 New
AAMC
2071
Asset Allocation & Management Company
Illinois
$237K -$204K -1,436 -54%
MFWP
2072
Mosaic Family Wealth Partners
Missouri
$237K +$176K +1,240 New
NAMNJ
2073
NorthStar Asset Management (New Jersey)
New Jersey
$237K +$176K +1,240 New
SFCL
2074
Strengthening Families & Communities LLC
Massachusetts
$236K +$26.1K +184 +17%
BTWM
2075
Baker Tilly Wealth Management
Wisconsin
$235K +$175K +1,232 New
81 82
83
84 85