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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
1001
626 Financial
Michigan
$495K -$38.6K -504 -8%
AWM
1002
Axxcess Wealth Management
California
$494K +$212K +2,768 +82%
NAMP
1003
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$487K – – –
DWA
1004
Delap Wealth Advisory
Oregon
$487K +$465K +6,072 New
AFO
1005
Arrowroot Family Office
California
$486K -$3.37K -44 -0.7%
MSFS
1006
Main Street Financial Solutions
Pennsylvania
$485K +$94K +1,228 +25%
MMA
1007
Miracle Mile Advisors
California
$481K +$144K +1,876 +45%
BC
1008
Barrett & Company
Rhode Island
$481K +$444K +5,800 +2,900%
SWM
1009
StoneCrest Wealth Management
Arizona
$481K +$459K +6,000 New
MC
1010
Moors & Cabot
Massachusetts
$481K +$105K +1,368 +30%
BCM
1011
BluePath Capital Management
Georgia
$476K -$9.49K -124 -2%
FFS
1012
Founders Financial Securities
Maryland
$475K +$24.5K +320 +6%
LAI
1013
Legal Advantage Investments
California
$471K – – –
AO
1014
Advisor OS
Illinois
$471K +$42.3K +552 +10%
BCM
1015
Barometer Capital Management
Ontario, Canada
$465K +$57.6K +752 +13%
KMWM
1016
Keudell/Morrison Wealth Management
Oregon
$460K -$7.96K -104 -2%
TSWM
1017
Tyler-Stone Wealth Management
Ohio
$459K +$15.3K +200 +4%
KHCM
1018
Kirtland Hills Capital Management
Ohio
$458K +$446K +5,828 New
FAM
1019
Formidable Asset Management
Ohio
$458K +$437K +5,712 New
CCIA
1020
Campbell & Co Investment Adviser
Maryland
$457K -$1.36M -17,824 -76%
BFG
1021
Berger Financial Group
Minnesota
$457K +$109K +1,428 +33%
AWA
1022
Alta Wealth Advisors
Massachusetts
$452K +$54.5K +712 +14%
BWM
1023
Baron Wealth Management
Michigan
$452K +$80.5K +1,052 +23%
CAG
1024
Crestwood Advisors Group
Massachusetts
$452K +$46.8K +612 +12%
GIM
1025
Grassi Investment Management
California
$449K -$4.83M -63,100 -92%
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