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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
776
Austin Private Wealth
Texas
$351K -$27K -580 -9%
SCM
777
SevenOneSeven Capital Management
Pennsylvania
$349K +$4.1K +88 +1%
HSA
778
HBK Sorce Advisory
Pennsylvania
$346K -$165K -3,536 -37%
GAG
779
GM Advisory Group
New York
$346K +$44.2K +948 +18%
BF
780
BOK Financial
Oklahoma
$345K -$11.9K -256 -4%
PM
781
Parametrica Management
Hong Kong
$342K +$281K +6,032 New
DACG
782
Donor Advised Charitable Giving
California
$341K – – –
GWANC
783
Guardian Wealth Advisors (North Carolina)
North Carolina
$341K +$8.01K +172 +3%
TSWM
784
Tyler-Stone Wealth Management
Ohio
$339K – – –
EI
785
Ellevest Inc
New York
$337K +$131K +2,812 +90%
MIC
786
Means Investment Company
Maine
$335K -$18.6K -400 -6%
RIA
787
Regal Investment Advisors
Michigan
$334K -$8.95K -192 -3%
IA
788
IFP Advisors
Florida
$332K +$443K +9,500 +143%
AWM
789
Axxcess Wealth Management
California
$331K -$257K -5,512 -49%
EP
790
Eudaimonia Partners
Tennessee
$330K +$271K +5,812 New
ASFA
791
All Season Financial Advisors
Colorado
$329K +$270K +5,788 New
CMI
792
Clare Market Investments
Texas
$327K -$21.4K -460 -7%
LFP
793
Leeward Financial Partners
Washington
$324K +$33.9K +728 +15%
AWA
794
Aaron Wealth Advisors
Illinois
$319K +$13.5M +289,752 New
CICI
795
Capital Investment Counsel Inc
North Carolina
$318K -$18.6K -400 -7%
KFS
796
Kaizen Financial Strategies
California
$318K +$55.9K +1,200 +27%
HBT
797
Hills Bank & Trust
Iowa
$316K – – –
CGH
798
Crossmark Global Holdings
Texas
$316K +$50.3K +1,080 +24%
BFO
799
Boston Family Office
Massachusetts
$314K – – –
CLOS
800
Compagnie Lombard Odier SCmA
Switzerland
$314K – – –
30 31
32
33 34