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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
851
Zega Financial
Florida
$821K +$784K +10,240 New
SFP
852
Shepherd Financial Partners
Massachusetts
$817K +$5.82K +76 +0.8%
OM
853
OV Management
Minnesota
$811K – – –
WG
854
Winton Group
United Kingdom
$810K +$136K +1,780 +21%
BFS
855
Bard Financial Services
Connecticut
$808K +$26K +340 +3%
AAB
856
ABN AMRO Bank
Netherlands
$807K -$386K -5,040 -33%
AWCI
857
Alpine Woods Capital Investors
New York
$807K -$135K -1,760 -14%
BG
858
Bollard Group
Massachusetts
$801K – – –
CCM
859
Coldstream Capital Management
Washington
$796K +$151K +1,968 +25%
ADIM
860
Alpha DNA Investment Management
Maryland
$793K +$758K +9,900 New
GCP
861
GSA Capital Partners
United Kingdom
$792K -$2.52M -32,912 -77%
SC
862
Scotia Capital
Ontario, Canada
$792K -$73.5K -960 -9%
FPCG
863
Fort Pitt Capital Group
Pennsylvania
$789K +$43.2K +564 +6%
ORI
864
Oak Ridge Investments
Illinois
$789K +$156K +2,040 +26%
VAS
865
Vestmark Advisory Solutions
Massachusetts
$788K -$37.4K -488 -5%
GLAM
866
Gardner Lewis Asset Management
Pennsylvania
$788K +$752K +9,828 New
FH
867
FWG Holdings
Florida
$786K -$10.7K -140 -1%
JPWM
868
Jamison Private Wealth Management
Georgia
$786K +$303K +3,956 +68%
DEM
869
Disciplined Equity Management
Florida
$785K +$750K +9,800 New
BC
870
Bridgefront Capital
Texas
$781K +$312K +4,080 +72%
PFA
871
Petra Financial Advisors
Colorado
$780K +$747K +9,756 New
XWM
872
Xcel Wealth Management
Florida
$777K +$3.06K +40 +0.4%
MAC
873
Mason & Associates (California)
California
$775K -$28.5K -372 -4%
PWM
874
Perigon Wealth Management
California
$775K -$415K -5,428 -36%
NL
875
NWAM LLC
Washington
$772K +$39.2K +512 +5%
33 34
35
36 37