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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
976
Pallas Capital Advisors
Massachusetts
$323K +$419 +8 +0.2%
CAG
977
Crestwood Advisors Group
Massachusetts
$321K -$209 -4 -0.1%
AF
978
Advisornet Financial
Minnesota
$320K +$1.05K +20 +0.4%
LGA
979
Lebenthal Global Advisors
New York
$320K +$262K +5,012 New
CPC
980
Consolidated Planning Corp
Georgia
$318K -$66K -1,260 -20%
WFAG
981
Worth Financial Advisory Group
North Carolina
$318K – – –
AAP
982
Aristotle Atlantic Partners
Florida
$318K – – –
GCM
983
Graham Capital Management
Connecticut
$317K +$260K +4,964 New
MFA
984
Mayflower Financial Advisors
Massachusetts
$317K -$16.1K -308 -6%
SC
985
Saturna Capital
Washington
$317K -$6.7K -128 -3%
JSL
986
JT Stratford LLC
Georgia
$316K +$259K +4,944 New
CSB
987
City State Bank
Iowa
$315K -$419K -8,000 -62%
AWA
988
Alta Wealth Advisors
Massachusetts
$315K +$258K +4,932 New
SGA
989
Seaport Global Advisors
Massachusetts
$314K -$51.1K -976 -17%
IGGA
990
Iron Gate Global Advisors
Utah
$314K +$258K +4,920 New
MW
991
Marcum Wealth
Ohio
$313K -$14.5K -276 -5%
EAM
992
Empirical Asset Management
Massachusetts
$311K -$16.5K -316 -6%
CIG
993
Cascade Investment Group
Colorado
$309K – – –
CWMGP
994
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$308K +$253K +4,828 New
MSFS
995
Main Street Financial Solutions
Pennsylvania
$308K – – –
CT
996
Cambridge Trust
Massachusetts
$306K – – –
CH
997
Canton Hathaway
Rhode Island
$306K -$682K -13,020 -73%
OR
998
Olympiad Research
Connecticut
$306K +$251K +4,788 New
SSB
999
Sandy Spring Bank
Maryland
$303K – – –
SIMG
1000
Sonora Investment Management Group
Arizona
$303K +$248K +4,740 New
38 39
40
41 42