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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
651
KG&L Capital Management
Louisiana
$290K -$679K -12,828 -67%
JWM
652
JGP Wealth Management
Oregon
$284K +$3.38K +64 +1%
GAG
653
GM Advisory Group
New York
$283K -$52.9K -1,000 -14%
PFG
654
PAX Financial Group
Texas
$283K +$118K +2,236 +57%
TLP
655
Trinity Legacy Partners
Texas
$282K -$10.4K -196 -4%
CCG
656
Capital CS Group
California
$280K -$1.32M -24,956 -80%
FMT
657
First Mercantile Trust
Tennessee
$277K -$27.5K -520 -8%
CF
658
Centaurus Financial
California
$275K -$174K -3,292 -35%
DACG
659
Donor Advised Charitable Giving
California
$274K – – –
LBD
660
Landsberg Bennett & Dubbaneh
Florida
$274K +$310K +5,868 New
PJSIMP
661
P.J. Schmidt Investment Management (PJS)
Wisconsin
$270K +$5.29K +100 +2%
LNWWM
662
Laird Norton Wetherby Wealth Management
California
$269K -$125K -2,372 -29%
AR
663
Advisory Research
Illinois
$268K -$45.7K -864 -13%
SCM
664
SevenOneSeven Capital Management
Pennsylvania
$268K +$311K +5,876 New
LWM
665
Laidlaw Wealth Management
New York
$267K +$22.4K +424 +8%
AAP
666
Aristotle Atlantic Partners
Florida
$265K +$307K +5,800 New
AF
667
Advisornet Financial
Minnesota
$263K -$220K -4,160 -42%
EFG
668
Everhart Financial Group
Ohio
$263K -$2.12K -40 -0.7%
BWP
669
Baldwin Wealth Partners
Massachusetts
$260K +$89.1K +1,684 +42%
HBT
670
Hills Bank & Trust
Iowa
$254K +$98.8K +1,868 +50%
CLOS
671
Compagnie Lombard Odier SCmA
Switzerland
$253K -$1.06M -19,960 -78%
BFO
672
Boston Family Office
Massachusetts
$252K – – –
NRS
673
Neville Rodie & Shaw
New York
$252K – – –
FFG
674
Frisch Financial Group
New York
$250K +$90.3K +1,708 +45%
HI
675
HBK Investments
Texas
$248K +$288K +5,436 New
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