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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
801
Alpha Capital Management
Texas
$242K – – –
OWA
802
Octavia Wealth Advisors
Ohio
$242K – – –
SWMP
803
Signature Wealth Management Partners
New Jersey
$241K -$17.4K -500 -7%
SWM
804
SeaCrest Wealth Management
New York
$241K +$229K +6,560 New
AFAS
805
Acorn Financial Advisory Services
Virginia
$239K +$226K +6,496 New
CW
806
CIC Wealth
Maryland
$238K -$65.5K -1,880 -22%
AR
807
Advisory Research
Illinois
$238K +$226K +6,488 New
KMWM
808
Keudell/Morrison Wealth Management
Oregon
$236K +$224K +6,420 New
EWM
809
Executive Wealth Management
Michigan
$235K – – –
CMBA
810
C.M. Bidwell & Associates
Hawaii
$235K +$137K +3,940 +161%
CLOS
811
Compagnie Lombard Odier SCmA
Switzerland
$234K -$7.94K -228 -3%
OAM
812
Ostrum Asset Management
France
$233K +$139 +4 +0.1%
SM
813
Sciencast Management
New Jersey
$229K +$219K +6,292 New
IWM
814
IHT Wealth Management
Illinois
$226K -$118K -3,388 -35%
MFG
815
Menard Financial Group
Texas
$226K – – –
FFA
816
First Foundation Advisors
California
$225K +$214K +6,128 New
IPAM
817
ICICI Prudential Asset Management
India
$224K +$17.6K +504 +9%
FNBT
818
FineMark National Bank & Trust
Florida
$223K – – –
CC
819
Centiva Capital
New York
$222K +$210K +6,040 New
WR
820
WD Rutherford
Oregon
$221K – – –
VF
821
VitalStone Financial
Texas
$221K +$196K +5,632 +570%
DACG
822
Donor Advised Charitable Giving
California
$220K – – –
ASGS
823
Alpha Square Group S
New York
$220K +$209K +6,000 New
UM
824
UniSuper Management
Australia
$220K +$209K +6,000 New
CL
825
Choreo LLC
Illinois
$219K -$103K -2,968 -33%
31 32
33
34 35