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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
676
Everhart Financial Group
Ohio
$425K +$9.81K +152 +2%
FFG
677
Frisch Financial Group
New York
$423K +$19.4K +300 +5%
CWM
678
Cornerstone Wealth Management
Missouri
$422K +$137K +2,116 +45%
CMI
679
Clare Market Investments
Texas
$419K +$163K +2,520 +59%
CF
680
Centaurus Financial
California
$415K +$32.3K +500 +8%
HF
681
Halpern Financial
Virginia
$414K -$206K -3,200 -32%
BWA
682
BDO Wealth Advisors
Florida
$413K +$12.9K +200 +3%
MFG
683
Menard Financial Group
Texas
$411K – – –
CIC
684
Carnegie Investment Counsel
Ohio
$409K +$430K +6,664 New
IA
685
Insight Advisors
Pennsylvania
$407K -$11.1K -172 -3%
MFS
686
Mirabella Financial Services
United Kingdom
$406K +$426K +6,608 New
MSFS
687
Main Street Financial Solutions
Pennsylvania
$405K +$1.03K +16 +0.2%
FAIM
688
Financial Advocates Investment Management
Washington
$396K +$11.9K +184 +3%
KPW
689
Kore Private Wealth
New York
$394K -$23.5K -364 -5%
SW
690
StrongBox Wealth
Missouri
$394K +$115K +1,780 +38%
LBD
691
Landsberg Bennett & Dubbaneh
Florida
$393K -$20.9K -324 -5%
ACM
692
AlphaStar Capital Management
North Carolina
$393K +$357K +5,540 New
PMFA
693
Plante Moran Financial Advisors
Michigan
$387K – – –
SFPG
694
Stonebridge Financial Planning Group
Florida
$386K +$52.9K +820 +17%
TIAM2
695
Tru Independence Asset Management 2
Oregon
$386K +$69.7K +1,080 +21%
WP
696
WMS Partners
Maryland
$383K +$73.5K +1,140 +22%
SRSA
697
S.R. Schill & Associates
Washington
$381K -$42.6K -660 -10%
PFG
698
PAX Financial Group
Texas
$381K – – –
JWM
699
JGP Wealth Management
Oregon
$377K +$5.16K +80 +1%
RIA
700
Regal Investment Advisors
Michigan
$376K -$402K -6,228 -50%
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