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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
726
Harbour Investments
Wisconsin
$305K – – –
SFI
727
Siemens Fonds Invest
Germany
$304K – – –
JCM
728
Jacobi Capital Management
Pennsylvania
$302K -$11.9K -260 -3%
RIA
729
Regal Investment Advisors
Michigan
$302K +$732 +16 +0.2%
ER
730
Enlightenment Research
Florida
$302K +$335K +7,332 New
RWM
731
Ritholtz Wealth Management
New York
$301K +$334K +7,296 New
PAM
732
Paradigm Asset Management
New York
$297K -$36.6K -800 -10%
SGA
733
Seaport Global Advisors
Massachusetts
$296K +$64.8K +1,416 +25%
TFS
734
Thoroughbred Financial Services
Tennessee
$294K -$7.5K -164 -2%
EI
735
Ellevest Inc
New York
$293K -$112K -2,444 -26%
MC
736
Mathes Company
New York
$293K +$326K +7,120 New
PCIA
737
Prime Capital Investment Advisors
Kansas
$292K -$12.1K -264 -4%
BTI
738
Blue Trust Inc
Georgia
$290K +$191K +4,172 +155%
MSFS
739
Main Street Financial Solutions
Pennsylvania
$289K -$5.49K -120 -2%
CLOS
740
Compagnie Lombard Odier SCmA
Switzerland
$289K – – –
CIA
741
Cladis Investment Advisory
Montana
$288K -$45.7K -1,000 -13%
CCA
742
Catalyst Capital Advisors
New York
$288K -$751K -16,420 -70%
CIA
743
Capital Impact Advisors
Massachusetts
$288K -$138K -3,016 -30%
EMFAT
744
Emerald Mutual Fund Advisers Trust
Pennsylvania
$288K +$5.3K +116 +2%
AWE
745
Avidian Wealth Enterprises
Texas
$287K +$318K +6,960 New
BFS
746
Bard Financial Services
Connecticut
$285K +$9.15K +200 +3%
AW
747
ACG Wealth
Georgia
$285K +$91.8K +2,008 +41%
TPWA
748
TRUE Private Wealth Advisors
Oregon
$285K +$317K +6,932 New
LFP
749
Leeward Financial Partners
Washington
$284K +$29.8K +652 +10%
CW
750
CreativeOne Wealth
Kansas
$284K +$46.1K +1,008 +17%
28 29
30
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