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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1026
Doheny Asset Management
California
$684K -$233K -2,800 -26%
PWM
1027
Pines Wealth Management
North Carolina
$681K +$649K +7,812 New
SF
1028
Seros Financial
Arizona
$681K +$591K +7,108 New
OL
1029
Owen LaRue
Kentucky
$677K -$665 -8 -0.1%
CAI
1030
Capital Advisors Inc
Oklahoma
$676K +$28.9K +348 +5%
DWT
1031
Dorsey & Whitney Trust
South Dakota
$675K +$8.98K +108 +1%
GLA
1032
Great Lakes Advisors
Illinois
$672K +$213K +2,568 +49%
CFD
1033
Creative Financial Designs
Indiana
$672K +$102K +1,224 +18%
HSA
1034
HBK Sorce Advisory
Pennsylvania
$671K +$260K +3,128 +66%
MFA
1035
Mayflower Financial Advisors
Massachusetts
$665K -$4.99K -60 -0.8%
PGFC
1036
Peapack-Gladstone Financial Corp
New Jersey
$663K +$52.5K +632 +9%
PA
1037
Procyon Advisors
Connecticut
$663K +$50.5K +608 +9%
OIAM
1038
OFI Invest Asset Management
France
$662K +$666K +8,016 New
JF
1039
Jump Financial
Illinois
$658K +$222K +2,672 +53%
WANY
1040
Wealthspire Advisors (New York)
New York
$656K +$146K +1,756 +30%
CA
1041
CoreCap Advisors
Michigan
$650K +$118K +1,420 +23%
WCA
1042
Westover Capital Advisors
Delaware
$649K -$6.65K -80 -1%
YIH
1043
Y-Intercept (HK)
Hong Kong
$649K +$630K +7,584 New
IA
1044
IFG Advisory
Georgia
$644K +$626K +7,528 New
MIA
1045
MMBG Investment Advisors
Florida
$643K – – –
LS
1046
Livforsakringsbolaget Skandia
Sweden
$642K -$33.3K -400 -5%
WH
1047
Willner & Heller
California
$641K – – –
PWP
1048
Prasad Wealth Partners
Ohio
$640K +$622K +7,484 New
AA
1049
Aire Advisors
California
$639K – – –
CSB
1050
City State Bank
Iowa
$639K +$4.99K +60 +0.8%
40 41
42
43 44