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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
726
Liberty One Investment Management
Illinois
$419K -$14.9K -320 -4%
SFI
727
Siemens Fonds Invest
Germany
$419K – – –
AG
728
AIA Group
Hong Kong
$419K +$112K +2,396 +48%
JWM
729
JGP Wealth Management
Oregon
$416K -$25.2K -540 -7%
JCM
730
Jacobi Capital Management
Pennsylvania
$414K +$340K +7,296 New
SS
731
Sunbelt Securities
Texas
$411K – – –
ACA
732
Aptus Capital Advisors
Alabama
$410K +$337K +7,224 New
PWM
733
Perigon Wealth Management
California
$408K +$60.6K +1,300 +22%
BWA
734
BDO Wealth Advisors
Florida
$405K – – –
IGGA
735
Iron Gate Global Advisors
Utah
$405K – – –
LWM
736
Laidlaw Wealth Management
New York
$405K +$35.2K +756 +12%
FMAEN1
737
Fund Management at Engine No 1
California
$400K +$329K +7,052 New
IFWM
738
Institute for Wealth Management
Colorado
$400K +$329K +7,052 New
AIM
739
Aigen Investment Management
New York
$399K -$5.99M -128,544 -95%
GAM
740
Griffin Asset Management
New York
$397K – – –
DC
741
Davenport & Co
Virginia
$396K +$36.9K +792 +13%
IWP
742
Icon Wealth Partners
Texas
$394K +$90.8K +1,948 +39%
EH
743
Equitable Holdings
New York
$393K +$113K +2,420 +54%
AR
744
Advisory Research
Illinois
$391K +$43K +924 +15%
FCM
745
Fourpath Capital Management
Oklahoma
$386K +$317K +6,808 New
TFS
746
Thoroughbred Financial Services
Tennessee
$385K -$30.8K -660 -9%
RI
747
Redwood Investments
Massachusetts
$385K +$22.9K +492 +8%
FB
748
First Bancorp
Maine
$385K +$121K +2,600 +62%
AF
749
Advisornet Financial
Minnesota
$384K -$21.1K -452 -6%
VVP
750
Venture Visionary Partners
Ohio
$384K +$97.7K +2,096 +45%
28 29
30
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