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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
601
Comerica Securities
Michigan
$360K +$265K +6,796 New
GWSG
602
GPS Wealth Strategies Group
Colorado
$360K +$265K +6,800 New
CH
603
Canton Hathaway
Rhode Island
$358K – – –
AR
604
Advisory Research
Illinois
$357K -$215K -5,528 -45%
CA
605
Cetera Advisors
Colorado
$356K +$262K +6,724 New
MFG
606
Menard Financial Group
Texas
$355K -$31.2K -800 -11%
BIAS
607
Beacon Investment Advisory Services
New Jersey
$355K +$261K +6,708 New
KPW
608
Kore Private Wealth
New York
$351K -$64.7K -1,660 -20%
VWM
609
Vigilare Wealth Management
Arizona
$350K -$249K -6,392 -49%
FMT
610
First Mercantile Trust
Tennessee
$350K +$81.1K +2,080 +46%
WAP
611
Wealthcare Advisory Partners
Pennsylvania
$348K +$9.35K +240 +4%
CIP
612
Convergence Investment Partners
Florida
$348K +$256K +6,572 New
MC
613
Moors & Cabot
Massachusetts
$345K -$127K -3,260 -33%
RIA
614
Realta Investment Advisors
Delaware
$345K +$7.01K +180 +3%
JWM
615
JGP Wealth Management
Oregon
$345K +$240K +6,156 New
DT
616
Diversified Trust
Tennessee
$345K +$254K +6,508 New
IAIM
617
International Assets Investment Management
Florida
$345K +$254K +6,512 New
SS
618
Simplicity Solutions
Minnesota
$341K +$251K +6,432 New
SAM
619
Silvercrest Asset Management
New York
$336K -$104K -2,676 -30%
SFG
620
Sovereign Financial Group
Connecticut
$335K +$246K +6,320 New
LFF
621
Level Four Financial
Texas
$329K +$242K +6,216 New
DACG
622
Donor Advised Charitable Giving
California
$318K – – –
PWM
623
Perigon Wealth Management
California
$313K -$150K -3,860 -40%
AG
624
AlphaSimPlex Group
Massachusetts
$313K +$230K +5,912 New
CTFG
625
Capstone Triton Financial Group
Oklahoma
$309K +$227K +5,828 New
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25
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