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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
926
Roxbury Financial
New Jersey
$973K -$19.1K -200 -2%
FFN
927
Focus Financial Network
Minnesota
$971K +$146K +1,536 +16%
DAM
928
Draper Asset Management
New York
$966K +$1.04M +10,956 New
MFS
929
Miller Financial Services
Michigan
$963K -$648K -6,800 -38%
RTC
930
Real Talk Capital
Tennessee
$963K +$9.15K +96 +0.9%
LFAS
931
Level Four Advisory Services
Texas
$962K -$24.4K -256 -2%
SG
932
StoneX Group
New York
$959K -$305K -3,200 -23%
PWM
933
Peterson Wealth Management
Nevada
$957K +$792K +8,312 +327%
BIG
934
Brookwood Investment Group
Arizona
$949K +$1.03M +10,764 New
PCM
935
Parsons Capital Management
Rhode Island
$948K +$19.1K +200 +2%
TCM
936
Twin Capital Management
Pennsylvania
$945K -$51.4K -540 -5%
EWM
937
Empirical Wealth Management
Washington
$940K -$99.5K -1,044 -9%
TAM
938
Trust Asset Management
Texas
$939K +$30.5K +320 +3%
ACG
939
Allen Capital Group
Nebraska
$937K +$114K +1,200 +13%
WAM
940
Werlinich Asset Management
Connecticut
$930K – – –
PWM
941
Palumbo Wealth Management
New York
$924K -$439K -4,612 -31%
WEG
942
World Equity Group
Illinois
$923K +$80.4K +844 +9%
HCM
943
Howland Capital Management
Massachusetts
$921K -$38.1K -400 -4%
AFM
944
Abbot Financial Management
Massachusetts
$917K +$64.8K +680 +7%
FB
945
Fulton Bank
Pennsylvania
$913K +$144K +1,516 +17%
KIM
946
Kestra Investment Management
Texas
$910K +$658K +6,904 +202%
HH
947
Hilltop Holdings
Texas
$908K +$311K +3,260 +46%
CA
948
Clearstead Advisors
Ohio
$901K -$2.67K -28 -0.3%
TCM
949
Tandem Capital Management
New Jersey
$898K -$9.53K -100 -1%
RS
950
Rakuten Securities
Japan
$898K -$68.2K -716 -7%
36 37
38
39 40