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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2051
VSM Wealth Advisory
Maryland
$18.8K – – –
MCM
2052
MidAtlantic Capital Management
Virginia
$18.8K +$20.4K +160 New
OC
2053
Oakworth Capital
Alabama
$18.8K +$20.4K +160 New
SR
2054
Swiss Re
Switzerland
$18.8K +$20.4K +160 New
CFG
2055
Clayton Financial Group
Missouri
$18.3K +$13.7K +108 +225%
HWP
2056
Highline Wealth Partners
California
$17.8K +$509 +4 +3%
TFA
2057
Transamerica Financial Advisors
Florida
$17.8K +$7.64K +60 +65%
First Command Advisory Services
2058
First Command Advisory Services
Texas
$17.8K +$14.3K +112 +280%
TFM
2059
TFC Financial Management
Massachusetts
$17.3K -$81.5K -640 -81%
WA
2060
WPG Advisers
Maryland
$17.3K – – –
JGCM
2061
Joseph Group Capital Management
Ohio
$17.3K +$18.8K +148 New
Loring Wolcott & Coolidge Fiduciary Advisors
2062
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17.2K -$244K -1,916 -93%
GCM
2063
Gunpowder Capital Management
Maryland
$16.9K +$18.3K +144 New
EWM
2064
Evolution Wealth Management
Florida
$15.9K – – –
QWM
2065
Quaker Wealth Management
New Jersey
$15.9K +$509 +4 +3%
FNWA
2066
Financial Network Wealth Advisors
Utah
$15.9K +$1.53K +12 +10%
PG
2067
Proffitt & Goodson
Tennessee
$15.5K -$1.02K -8 -6%
DWM
2068
Darwin Wealth Management
Florida
$15.5K – – –
AFC
2069
Ares Financial Consulting
California
$15.5K +$16.8K +132 New
CW
2070
Curio Wealth
Maryland
$15.3K +$16.3K +128 New
MAS
2071
MPWM Advisory Solutions
Georgia
$15K – – –
AW
2072
Ankerstar Wealth
Texas
$15K +$16.3K +128 New
CB
2073
CNB Bank
Pennsylvania
$15K +$16.3K +128 New
SA
2074
Seneschal Advisors
Washington
$14.5K -$10.2K -80 -39%
MWA
2075
Medallion Wealth Advisors
Connecticut
$14.1K – – –