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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
801
ProVise Management Group
Florida
$244K +$49K +760 +24%
LCH
802
Lee Capital Holdings
New York
$243K +$255K +3,960 New
FPS
803
Fieldpoint Private Securities
Connecticut
$240K +$45.4K +704 +22%
VWA
804
V Wealth Advisors
Kansas
$238K -$2.58K -40 -1%
HFM
805
Harvest Fund Management
China
$237K +$169K +2,620 +209%
DWT
806
Dorsey & Whitney Trust
South Dakota
$236K -$37.7K -584 -13%
CFA
807
Capstone Financial Advisors
Illinois
$236K +$3.35K +52 +1%
VFA
808
Valeo Financial Advisors
Indiana
$235K +$5.16K +80 +2%
WT
809
Washington Trust
Rhode Island
$234K +$188K +2,912 +325%
AWA
810
Alta Wealth Advisors
Massachusetts
$233K +$244K +3,788 New
JC
811
JB Capital
Connecticut
$233K +$245K +3,792 New
NERM
812
New England Research & Management
Illinois
$233K +$245K +3,800 New
OFS
813
OneAscent Financial Services
Alabama
$232K +$243K +3,768 New
GVAG
814
Great Valley Advisor Group
Delaware
$230K +$241K +3,740 New
BI
815
Bramshill Investments
Florida
$229K – – –
PSUF
816
People's United Financial
Connecticut
$228K -$27.9K -432 -10%
FFA
817
Founders Financial Alliance
North Carolina
$227K +$238K +3,696 New
BMCM
818
Burns Matteson Capital Management
New York
$226K +$238K +3,684 New
BO
819
BRR OpCo
Ohio
$226K -$25.8K -400 -10%
HCM
820
Hodges Capital Management
Texas
$226K – – –
KNW
821
Kesler Norman & Wride
Utah
$226K – – –
AFA
822
American Financial Advisors
Georgia
$224K +$3.1K +48 +1%
SFP
823
Sandbox Financial Partners
Maryland
$223K -$516 -8 -0.2%
SS
824
Sunbelt Securities
Texas
$222K – – –
DWM
825
Dorchester Wealth Management
Quebec, Canada
$221K – – –
31 32
33
34 35