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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Claro Advisors
Massachusetts
$281K -$602K -13,296 -67%
SWA
727
SFMG Wealth Advisors
Texas
$281K +$724 +16 +0.2%
VFA
728
Valeo Financial Advisors
Indiana
$281K +$62.1K +1,372 +26%
PCM
729
Prelude Capital Management
New York
$281K +$302K +6,680 New
AF
730
Advisornet Financial
Minnesota
$280K -$5.25K -116 -2%
GG
731
Gofen & Glossberg
Illinois
$280K +$543 +12 +0.2%
ACI
732
Alpha Cubed Investments
California
$274K -$1.41M -31,112 -83%
ACM
733
Adalta Capital Management
New York
$274K -$154K -3,404 -34%
FFG
734
Fortem Financial Group
California
$274K -$40K -884 -12%
CF
735
Centaurus Financial
California
$270K +$5.98K +132 +2%
CWM
736
Curi Wealth Management
North Carolina
$270K +$290K +6,400 New
MFG
737
Merit Financial Group
Georgia
$270K +$290K +6,400 New
SCM
738
SevenOneSeven Capital Management
Pennsylvania
$267K +$8.87K +196 +3%
EP
739
Eudaimonia Partners
Tennessee
$267K +$23.9K +528 +9%
PMG
740
ProVise Management Group
Florida
$267K +$63.2K +1,396 +28%
LAI
741
Legal Advantage Investments
California
$265K +$90.6K +2,000 +47%
GC
742
Gilbert & Cook
Iowa
$264K +$284K +6,276 New
SCA
743
Spearhead Capital Advisors
Florida
$263K -$4.17K -92 -1%
LFP
744
Leeward Financial Partners
Washington
$263K +$23.7K +524 +9%
GHAM
745
Gilman Hill Asset Management
Connecticut
$261K +$45.3K +1,000 +19%
MFG
746
Menard Financial Group
Texas
$259K -$66.8K -1,476 -19%
LWM
747
Laidlaw Wealth Management
New York
$259K -$44.9K -992 -14%
MAM
748
Mastrapasqua Asset Management
Tennessee
$258K +$90.6K +2,000 +49%
BF
749
BOK Financial
Oklahoma
$256K – – –
DACG
750
Donor Advised Charitable Giving
California
$253K – – –
28 29
30
31 32