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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
801
Howland Capital Management
Massachusetts
$229K +$255K +5,568 New
BFO
802
Boston Family Office
Massachusetts
$228K – – –
SWMP
803
Signature Wealth Management Partners
New Jersey
$228K – – –
SFPG
804
Stonebridge Financial Planning Group
Florida
$227K – – –
GRP
805
Global Retirement Partners
California
$227K +$44.3K +968 +21%
EWA
806
Exencial Wealth Advisors
Oklahoma
$225K +$2.93K +64 +1%
MW
807
Marcum Wealth
Ohio
$225K +$249K +5,452 New
AF
808
Advisornet Financial
Minnesota
$224K -$55.2K -1,208 -18%
LIA
809
LSP Investment Advisors
New York
$224K – – –
MIA
810
MMBG Investment Advisors
Florida
$221K – – –
SS
811
Simplicity Solutions
Minnesota
$221K +$22.5K +492 +10%
AC
812
Avestar Capital
New York
$219K -$3.84K -84 -2%
SFP
813
Shepherd Financial Partners
Massachusetts
$218K -$192K -4,204 -44%
WFA
814
Wipfli Financial Advisors
Wisconsin
$217K +$241K +5,264 New
FTDI
815
First Trust Direct Indexing
Massachusetts
$217K +$241K +5,268 New
FFS
816
Founders Financial Securities
Maryland
$216K +$15.5K +340 +7%
MA
817
Modus Advisors
Minnesota
$214K +$732 +16 +0.3%
AWM
818
Accel Wealth Management
Iowa
$214K +$18.3K +400 +9%
OWA
819
Octavia Wealth Advisors
Ohio
$213K +$1.1K +24 +0.5%
FPCG
820
Fort Pitt Capital Group
Pennsylvania
$212K -$23.2K -508 -9%
PTC
821
Petrus Trust Company
Texas
$211K +$235K +5,128 New
APP
822
Alpha Paradigm Partners
Illinois
$208K +$140K +3,060 +155%
AR
823
Advisory Research
Illinois
$207K -$177K -3,876 -44%
VWM
824
Vigilare Wealth Management
Arizona
$207K -$26.2K -572 -10%
MGP
825
Metis Global Partners
California
$206K +$228K +4,992 New
31 32
33
34 35