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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1001
Coppell Advisory Solutions
Texas
$25.2K -$1.55K -40 -4%
OA
1002
Operose Advisors
Wisconsin
$25.1K – – –
PCC
1003
Park Circle Company
Maryland
$25.1K – – –
TCOV
1004
Trust Company of Vermont
Vermont
$25.1K – – –
JWM
1005
Janiczek Wealth Management
Colorado
$24.9K – – –
RFG
1006
RFP Financial Group
Georgia
$24.1K – – –
BBHC
1007
Brown Brothers Harriman & Co
New York
$23.4K +$21.8K +560 New
SFCL
1008
Strengthening Families & Communities LLC
Massachusetts
$22K +$11.5K +296 +123%
DAC
1009
Dividend Assets Capital
South Carolina
$21K – – –
AWM
1010
Abound Wealth Management
Tennessee
$20.6K – – –
TFM
1011
TFC Financial Management
Massachusetts
$20.5K – – –
CWC
1012
Carolinas Wealth Consulting
North Carolina
$20.2K – – –
LOIP
1013
Live Oak Investment Partners
Texas
$20.1K – – –
PMFA
1014
Plante Moran Financial Advisors
Michigan
$19.2K -$1.24K -32 -7%
ADL
1015
Asset Dedication LLC
California
$19K -$2.8K -72 -14%
RTC
1016
Riverview Trust Company
Washington
$18.9K – – –
FP
1017
Financial Perspectives
Minnesota
$18.7K – – –
BCMLT
1018
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.3K – – –
SIC
1019
SJS Investment Consulting
Ohio
$17.2K +$155 +4 +1%
WWP
1020
WR Wealth Planners
Missouri
$17.1K +$2.49K +64 +19%
BC
1021
Bartlett & Co
Ohio
$17K -$1.55K -40 -9%
HFS
1022
Hantz Financial Services
Michigan
$17K – – –
TAM
1023
Tucker Asset Management
Colorado
$16.7K -$42.4K -1,092 -73%
BCWM
1024
Bartlett & Co Wealth Management
Ohio
$16.7K -$1.55K -40 -9%
AWM
1025
Activest Wealth Management
Florida
$16.7K – – –
39 40
41
42 43