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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
2076
Legacy Wealth Management (Idaho)
Idaho
$14.1K +$2.04K +16 +15%
NWMP
2077
Noble Wealth Management PBC
Colorado
$13.6K +$5.09K +40 +53%
YAL
2078
Your Advocates Ltd
Texas
$13.1K -$1.02K -8 -7%
GC
2079
Gould Capital
Washington
$13.1K – – –
MCA
2080
McGuire Capital Advisors
Oklahoma
$13.1K +$14.3K +112 New
PWA
2081
Physician Wealth Advisors
Utah
$12.6K +$509 +4 +4%
RWM
2082
Raffa Wealth Management
District of Columbia
$12.2K +$2.04K +16 +18%
SRCM
2083
Signature Resources Capital Management
California
$12.2K +$5.6K +44 +73%
TFG
2084
Team Financial Group
California
$11.7K – – –
BGA
2085
Battery Global Advisors
Massachusetts
$11.3K -$952K -7,476 -89%
LFA
2086
LGT Financial Advisors
Texas
$10.8K – – –
HHGA
2087
Halbert Hargrove Global Advisors
California
$10.3K -$34.1K -268 -75%
WPA
2088
Wealth Preservation Advisors
Tennessee
$9.84K – – –
MSWM
2089
Mowery & Schoenfeld Wealth Management
Illinois
$9.38K +$2.04K +16 +25%
UIC
2090
Uniplan Investment Counsel
Wisconsin
$9.28K +$9.68K +76 New
CA
2091
Centerpoint Advisors
Massachusetts
$9K -$10.2K -80 -50%
PWA
2092
Principia Wealth Advisory
Texas
$8.91K +$2.04K +16 +27%
HIW
2093
Holos Integrated Wealth
Pennsylvania
$8.62K – – –
AI
2094
Atomic Invest
New York
$8.59K +$9.17K +72 New
DIP
2095
DT Investment Partners
Pennsylvania
$8.44K – – –
SC
2096
Sawyer & Company
Massachusetts
$8.44K – – –
CI
2097
Clal Insurance
Israel
$8K – – –
MWM
2098
Mascoma Wealth Management
New Hampshire
$7.97K +$1.53K +12 +21%
TC
2099
Trust Company
Kansas
$7.97K +$8.66K +68 New
OFG
2100
Omega Financial Group
California
$7.5K – – –