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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
801
OneAscent Wealth Management
Alabama
$314K +$258K +5,528 New
SFPG
802
Stonebridge Financial Planning Group
Florida
$312K -$9.32K -200 -4%
EMFAT
803
Emerald Mutual Fund Advisers Trust
Pennsylvania
$311K -$12.7K -272 -5%
HIIFS
804
Harel Insurance Investments & Financial Services
Israel
$310K -$239K -5,140 -49%
NP
805
NorthRock Partners
Minnesota
$310K +$254K +5,460 New
LIA
806
LSP Investment Advisors
New York
$309K – – –
EWA
807
Exencial Wealth Advisors
Oklahoma
$306K -$32.4K -696 -11%
SB
808
Strategic Blueprint
Georgia
$306K +$251K +5,396 New
MIA
809
MMBG Investment Advisors
Florida
$305K +$52.6K +1,128 +27%
CIA
810
Capital Investment Advisors
Georgia
$304K +$10.3K +220 +4%
ODG
811
O'Dell Group
Ohio
$302K – – –
BZWA
812
Blue Zone Wealth Advisors
California
$302K +$248K +5,320 New
VFA
813
Valeo Financial Advisors
Indiana
$301K -$6.34K -136 -3%
NW
814
NewEdge Wealth
Pennsylvania
$301K +$247K +5,304 New
FPCG
815
Fort Pitt Capital Group
Pennsylvania
$296K +$44.7K +960 +23%
GHAM
816
Gilman Hill Asset Management
Connecticut
$295K +$242K +5,200 New
PCA
817
Pallas Capital Advisors
Massachusetts
$294K +$186 +4 +0.1%
OWA
818
Octavia Wealth Advisors
Ohio
$294K +$241K +5,172 New
SFP
819
Sandbox Financial Partners
Maryland
$292K +$239K +5,140 New
GCP
820
GSA Capital Partners
United Kingdom
$289K +$36K +772 +18%
PAI
821
Pittenger & Anderson Inc
Nebraska
$287K -$264K -5,660 -53%
PJSIMP
822
P.J. Schmidt Investment Management (PJS)
Wisconsin
$287K +$14.7K +316 +6%
SFA
823
Sequoia Financial Advisors
Ohio
$287K +$236K +5,056 New
PMG
824
ProVise Management Group
Florida
$280K +$230K +4,936 New
CWM
825
Cornerstone Wealth Management
Missouri
$278K -$116K -2,492 -34%
31 32
33
34 35