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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1001
Standard Family Office
South Dakota
$6K +$7.55K +124 New
FP
1002
Financial Perspectives
Minnesota
$5.12K – – –
MWA
1003
Moser Wealth Advisors
Washington
$5K – – –
PA
1004
PSI Advisors
Florida
$5K – – –
SA
1005
SRH Advisors
Kansas
$5K – – –
TFO
1006
Tarbox Family Office
California
$5K – – –
EFS
1007
Econ Financial Services
Pennsylvania
$5K +$5.6K +92 New
CAM
1008
Costello Asset Management
Pennsylvania
$5K +$6.09K +100 New
RI
1009
Rinkey Investments
California
$5K +$6.82K +112 New
SWA
1010
Sutton Wealth Advisors
Florida
$4.71K +$731 +12 +15%
CWA
1011
Clearview Wealth Advisors
Oregon
$4K – – –
HFS
1012
HBC Financial Services
Washington
$4K – – –
CWM
1013
Cedar Wealth Management
California
$4K +$4.38K +72 New
SC
1014
Sawyer & Company
Massachusetts
$4K +$4.38K +72 New
TIM
1015
Tevis Investment Management
Texas
$4K +$4.38K +72 New
CWM
1016
CarsonAllaria Wealth Management
Illinois
$4K +$4.87K +80 New
DHGWA
1017
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4.87K +80 New
LFA
1018
Level Financial Advisors
New York
$4K +$4.87K +80 New
AP
1019
Arlington Partners
Alabama
$4K +$5.12K +84 New
RWM
1020
Raffa Wealth Management
District of Columbia
$3.69K – – –
ADL
1021
Asset Dedication LLC
California
$3K -$78.2K -1,284 -95%
AWM
1022
Atticus Wealth Management
Florida
$3K -$53.8K -884 -93%
AWM
1023
AllSquare Wealth Management
New York
$3K -$2.92K -48 -48%
AW
1024
Avion Wealth
Texas
$3K – – –
WBC
1025
West Branch Capital
Massachusetts
$3K – – –
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