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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
801
Focused Wealth Management
New York
$24K +$21.2K +400 +345%
CA
802
Clearstead Advisors
Ohio
$23K +$17.3K +328 +186%
NSIM
803
North Star Investment Management
Illinois
$22K – – –
SBL
804
Sargent Bickham Lagudis
Colorado
$22K +$8.25K +156 +49%
CFGS
805
Concourse Financial Group Securities
Alabama
$22K +$9.1K +172 +57%
ADL
806
Asset Dedication LLC
California
$21K -$7.83K -148 -24%
JPLA
807
Joseph P. Lucia & Associates
New York
$21K – – –
JWA
808
JFS Wealth Advisors
Pennsylvania
$21K +$423 +8 +2%
CI
809
CX Institutional
Indiana
$21K +$3.6K +68 +17%
EFSCE
810
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$8.46K +160 +57%
BFC
811
Bedel Financial Consulting
Indiana
$21K +$18K +340 +283%
BWM
812
BerganKDV Wealth Management
Minnesota
$21K +$21.8K +412 +736%
BCWM
813
Bartlett & Co Wealth Management
Ohio
$20.1K – – –
TCM
814
Tradewinds Capital Management
Washington
$20K -$33.9K -640 -59%
BC
815
Bartlett & Co
Ohio
$20K – – –
BDS
816
Banco de Sabadell
Florida
$18K -$42.3K -800 -67%
NC
817
NewSquare Capital
Pennsylvania
$18K -$10.6K -200 -33%
HWM
818
Holloway Wealth Management
Florida
$18K – – –
OCM
819
Orion Capital Management
California
$18K – – –
SWA
820
SOA Wealth Advisors
New York
$18K – – –
WB
821
Webster Bank
Connecticut
$18K – – –
WWMSC
822
Wagner Wealth Management (South Carolina)
South Carolina
$17K +$19.7K +372 New
SIS
823
Sound Income Strategies
Florida
$16.8K -$29.4K -556 -60%
MF
824
Manchester Financial
California
$16K -$4.23K -80 -18%
SIM
825
Sonora Investment Management
Arizona
$16K -$423 -8 -2%
31 32
33
34 35