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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
751
Redwood Financial Network
Ohio
$759K – – –
TPWM
752
Twelve Points Wealth Management
Massachusetts
$758K -$1.47K -28 -0.2%
RA
753
RFG Advisory
Alabama
$757K -$139K -2,648 -18%
MA
754
Modus Advisors
Minnesota
$753K +$10.5K +200 +2%
BWA
755
Blodgett Wealth Advisors
California
$751K -$17.8K -340 -3%
WWM
756
Western Wealth Management
Colorado
$747K +$20.5K +392 +3%
EI
757
Ellevest Inc
New York
$745K -$6.91K -132 -1%
CCS
758
Concentric Capital Strategies
Connecticut
$741K +$174K +3,324 +40%
LSAG
759
Lake Street Advisors Group
New Hampshire
$741K +$608K +11,604 New
CWA
760
Consilium Wealth Advisory
Texas
$739K +$54K +1,032 +10%
PL
761
Perpetual Ltd
Australia
$737K +$605K +11,552 New
FTDI
762
First Trust Direct Indexing
Massachusetts
$736K +$335K +6,396 +125%
IAIM
763
International Assets Investment Management
Florida
$734K -$76.9K -1,468 -11%
DIM
764
Delta Investment Management
California
$732K +$31.2K +596 +5%
O
765
Ossiam
France
$732K +$73.5K +1,404 +14%
TFA
766
Toth Financial Advisory
Virginia
$728K +$417K +7,960 +231%
PGWM
767
Parisi Gray Wealth Management
New Jersey
$721K -$4.4K -84 -0.7%
KA
768
KLCM Advisors
Wisconsin
$717K -$10.1K -192 -2%
FF
769
Friedenthal Financial
New Jersey
$715K +$587K +11,208 New
SW
770
SkyOak Wealth
Michigan
$711K +$314K +6,000 +117%
GRP
771
Global Retirement Partners
California
$706K +$131K +2,504 +34%
LNWWM
772
Laird Norton Wetherby Wealth Management
California
$703K +$54K +1,032 +10%
DC
773
Davenport & Co
Virginia
$701K -$14.2K -272 -2%
CGH
774
Crossmark Global Holdings
Texas
$698K -$15.3K -292 -3%
LA
775
LM Advisors
California
$696K +$571K +10,900 New
29 30
31
32 33