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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
951
Sagespring Wealth Partners
Tennessee
$1.3M +$111K +1,044 +9%
MWM
952
Modera Wealth Management
New Jersey
$1.3M -$103K -972 -7%
BWP
953
Balboa Wealth Partners
Arizona
$1.29M -$33.1K -312 -2%
JRP
954
Jasper Ridge Partners
California
$1.29M – – –
SIM
955
Stratos Investment Management
Ohio
$1.28M +$95.8K +904 +7%
LFS
956
Leibman Financial Services
Nebraska
$1.28M +$47K +444 +4%
CWM
957
Cornerstone Wealth Management
Missouri
$1.28M +$270K +2,544 +24%
BFO
958
Boston Family Office
Massachusetts
$1.27M – – –
MGIA
959
Moneta Group Investment Advisors
Missouri
$1.27M -$220K -2,072 -14%
WANY
960
Wealthspire Advisors (New York)
New York
$1.27M -$147K -1,384 -10%
NS
961
Night Squared
New York
$1.26M +$1.37M +12,952 New
CFS
962
CRA Financial Services
New Jersey
$1.26M +$52.6K +496 +4%
PWM
963
Pathway Wealth Management
Texas
$1.26M – – –
SAM
964
Smartleaf Asset Management
Massachusetts
$1.24M +$183K +1,728 +15%
HCM
965
Howard Capital Management
Georgia
$1.24M -$1.69M -15,940 -56%
DIM
966
Delta Investment Management
California
$1.24M +$19.9K +188 +1%
AWM
967
Aviso Wealth Management
Washington
$1.24M – – –
GH
968
GAM Holding
Switzerland
$1.24M -$535K -5,044 -28%
VF
969
Virtu Financial
New York
$1.24M +$1.34M +12,676 New
TCPG
970
Trivant Custom Portfolio Group
California
$1.23M +$424 +4 +0%
GCP
971
GSA Capital Partners
United Kingdom
$1.23M +$591K +5,576 +79%
GS
972
GTS Securities
Florida
$1.23M -$22M -207,852 -94%
MA
973
Mezzasalma Advisors
New Jersey
$1.23M -$1.41M -13,352 -52%
WWM
974
Waterway Wealth Management
Texas
$1.23M +$1.33M +12,552 New
SAI
975
Savvy Advisors Inc
New York
$1.22M +$256K +2,416 +24%
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