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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
876
Private Capital Group
Connecticut
$93K -$6.33K -104 -5%
TWA
877
TCI Wealth Advisors
Arizona
$90K +$6.09K +100 +6%
SIC
878
SJS Investment Consulting
Ohio
$87K +$103K +1,692 New
CAM
879
CenterStar Asset Management
Illinois
$86K – – –
OIA
880
Optimum Investment Advisors
Illinois
$86K +$24.4K +400 +31%
CCM
881
Covington Capital Management
California
$83K – – –
JGIA
882
Jackson Grant Investment Advisers
Connecticut
$82K – – –
PFBT
883
Parkside Financial Bank & Trust
Missouri
$79K -$4.87K -80 -5%
SOW
884
State of Wyoming
Wyoming
$76K -$12.4K -204 -12%
1IA
885
1834 Investment Advisors
Wisconsin
$72K – – –
BDWM
886
Brewin Dolphin Wealth Management
Ireland
$69K -$4.87K -80 -6%
LC
887
Lindbrook Capital
California
$69K +$31.2K +512 +62%
OCM
888
Orion Capital Management
California
$66K +$4.87K +80 +7%
AWM
889
Avondale Wealth Management
Texas
$60K -$20K -328 -22%
CA
890
CoreCap Advisors
Michigan
$59K +$69.7K +1,144 New
EWA
891
EverSource Wealth Advisors
Alabama
$59K +$71.1K +1,168 New
FHA
892
First Horizon Advisors
Tennessee
$57K +$20.7K +340 +42%
IFAM
893
Institutional & Family Asset Management
Colorado
$56K +$42.4K +696 +174%
RPCONE
894
Retirement Planning Company of New England
Rhode Island
$56K +$66.8K +1,096 New
LWANC
895
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K – – –
SWM
896
Sugarloaf Wealth Management
Georgia
$54K +$15.8K +260 +33%
CA
897
Clearstead Advisors
Ohio
$54K +$20.5K +336 +47%
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$10.7K +176 +20%
RA
899
Rise Advisors
New York
$52K +$61.9K +1,016 New
CT
900
Cambridge Trust
Massachusetts
$51K +$60.9K +1,000 New
34 35
36
37 38