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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
826
High Net Worth Advisory Group
Florida
$278K -$60.6K -1,300 -21%
OFS
827
OneAscent Financial Services
Alabama
$278K +$228K +4,892 New
ED
828
Exane Derivatives
France
$277K +$228K +4,884 New
KPW
829
Kore Private Wealth
New York
$275K – – –
BWP
830
Baldwin Wealth Partners
Massachusetts
$275K +$18.6K +400 +9%
MA
831
Modus Advisors
Minnesota
$274K +$225K +4,828 New
CIA
832
Choate Investment Advisors
Massachusetts
$273K +$5.03K +108 +2%
AA
833
Ancora Advisors
Ohio
$272K – – –
AWM
834
Accel Wealth Management
Iowa
$272K +$15.8K +340 +8%
WSC
835
Wellington Shields & Co
New York
$272K +$224K +4,800 New
WH
836
Willner & Heller
California
$270K +$246K +5,276 New
HF
837
Halpern Financial
Virginia
$269K -$18.6K -400 -8%
YMRC
838
Yorktown Management & Research Company
Virginia
$263K +$5.59K +120 +3%
BWA
839
Blodgett Wealth Advisors
California
$263K +$216K +4,628 New
AIM
840
Axiom Investment Management
New York
$263K +$218K +4,680 New
MHS
841
M Holdings Securities
Oregon
$262K +$215K +4,608 New
CHP
842
Cable Hill Partners
Oregon
$262K +$215K +4,616 New
MGP
843
Metis Global Partners
California
$262K +$215K +4,620 New
III
844
Independent Investors Inc
New York
$261K – – –
IA
845
Insight Advisors
Pennsylvania
$256K -$24.6K -528 -10%
ACM
846
Alpha Capital Management
Texas
$256K -$23.1K -496 -10%
AIP
847
Almanack Investment Partners
Pennsylvania
$256K -$8.39K -180 -4%
NCM
848
Novare Capital Management
North Carolina
$255K +$21.8K +468 +12%
DWM
849
Dorchester Wealth Management
Quebec, Canada
$255K +$168K +3,600 New
CFG
850
Citizens Financial Group
Rhode Island
$255K +$209K +4,496 New
32 33
34
35 36