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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
1051
One Wealth Management Investment & Advisory Services
Florida
$414K -$167K -2,188 -30%
CWA
1052
CM Wealth Advisors
Ohio
$411K +$403K +5,260 New
ZIMP
1053
Zimmermann Investment Management & Planning
Pennsylvania
$409K +$38.9K +508 +11%
LGA
1054
Lebenthal Global Advisors
New York
$409K +$6.74K +88 +2%
SS
1055
Sunbelt Securities
Texas
$408K +$155K +2,024 +66%
SC
1056
Saturna Capital
Washington
$408K +$10.1K +132 +3%
HSA
1057
HBK Sorce Advisory
Pennsylvania
$408K -$26.3K -344 -6%
AGA
1058
Accuvest Global Advisors
Utah
$407K -$7.66K -100 -2%
SF
1059
Symphony Financial
Texas
$407K -$24.2K -316 -6%
JCM
1060
Jacobi Capital Management
Pennsylvania
$406K +$47.8K +624 +14%
VCM
1061
Virtue Capital Management
Tennessee
$405K +$401K +5,236 New
CWP
1062
Cyndeo Wealth Partners
Florida
$405K +$387K +5,056 New
HI
1063
Horizon Investments
North Carolina
$402K +$38.3K +500 +11%
VBCG
1064
Valley Brook Capital Group
Pennsylvania
$399K +$98K +1,280 +35%
AAP
1065
Aristotle Atlantic Partners
Florida
$399K – – –
HAM
1066
Harmony Asset Management
Arizona
$397K +$26K +340 +7%
MMC
1067
Mizuho Markets Cayman
Cayman Islands
$397K +$379K +4,948 New
GPA
1068
Guidance Point Advisors
Massachusetts
$396K +$378K +4,944 New
WFAG
1069
Worth Financial Advisory Group
North Carolina
$396K -$3.67K -48 -1%
GM
1070
GeoWealth Management
Illinois
$396K +$265K +3,468 +236%
IGGA
1071
Iron Gate Global Advisors
Utah
$393K – – –
PFA
1072
Pure Financial Advisors
California
$391K -$633K -8,272 -63%
SSB
1073
Sandy Spring Bank
Maryland
$390K +$9.19K +120 +3%
CT
1074
Cambridge Trust
Massachusetts
$390K +$4.59K +60 +1%
HIIFS
1075
Harel Insurance Investments & Financial Services
Israel
$389K +$225K +2,944 +154%
41 42
43
44 45