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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1026
Sage Capital Management
New Jersey
$720K – – –
AWM
1027
Accurate Wealth Management
Florida
$719K +$725K +7,612 New
CA
1028
Claro Advisors
Massachusetts
$716K +$179K +1,876 +30%
VCA
1029
Verdence Capital Advisors
Maryland
$712K -$2.29K -24 -0.3%
TSS
1030
Two Sigma Securities
New York
$709K +$536K +5,624 +232%
CAI
1031
Capital Advisors Inc
Oklahoma
$709K +$14.1K +148 +2%
6F
1032
626 Financial
Michigan
$708K +$174K +1,824 +29%
WA
1033
Wilmar Advisors
Florida
$705K – – –
DAM
1034
Doheny Asset Management
California
$705K – – –
NW
1035
Naviter Wealth
Arkansas
$705K -$279K -2,932 -27%
NWWA
1036
New Wave Wealth Advisors
Arkansas
$704K -$157K -1,648 -17%
ACP
1037
Argyle Capital Partners
California
$703K -$23.6K -248 -3%
CWM
1038
Cornerstone Wealth Management
Missouri
$700K +$46.1K +484 +6%
CSB
1039
City State Bank
Iowa
$699K +$43.8K +460 +6%
TVM
1040
True Vision MN
Minnesota
$694K +$750K +7,868 New
HSA
1041
HBK Sorce Advisory
Pennsylvania
$692K +$762 +8 +0.1%
SF
1042
Synovus Financial
Georgia
$690K +$45K +472 +6%
TCM
1043
Telos Capital Management
California
$688K +$57.2K +600 +8%
TCA
1044
Transcend Capital Advisors
New Jersey
$685K +$92.2K +968 +14%
PWM
1045
Pines Wealth Management
North Carolina
$685K +$58.3K +612 +8%
TFCP
1046
Twin Focus Capital Partners
Massachusetts
$680K +$735K +7,720 New
PWM
1047
Prosperity Wealth Management
California
$678K -$70.9K -744 -9%
PJWM
1048
Philip James Wealth Mangement
Georgia
$674K -$43.1K -452 -6%
SC
1049
Savant Capital
Illinois
$673K -$347K -3,644 -32%
BPC
1050
Bryce Point Capital
New York
$673K +$705K +7,396 New
40 41
42
43 44