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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1051
Asset Dedication LLC
California
$418K +$271K +3,816 +178%
CWS
1052
Confluence Wealth Services
Pennsylvania
$416K +$57.7K +812 +16%
SIA
1053
Soltis Investment Advisors
Utah
$414K -$3.74M -52,700 -90%
WANY
1054
Wealthspire Advisors (New York)
New York
$414K +$58.2K +820 +16%
FFA
1055
Founders Financial Alliance
North Carolina
$414K +$142K +2,000 +51%
BFA
1056
Bragg Financial Advisors
North Carolina
$414K – – –
NFC
1057
Northeast Financial Consultants
Connecticut
$411K +$28.4K +400 +7%
CA
1058
Cornerstone Advisory
Maryland
$410K +$415K +5,848 New
BFWA
1059
Benchmark Financial Wealth Advisors
Florida
$409K +$166K +2,344 +67%
CFA
1060
Capstone Financial Advisors
Illinois
$409K +$25K +352 +6%
LSAG
1061
Lake Street Advisors Group
New Hampshire
$408K -$620K -8,736 -60%
PCS
1062
Personal CFO Solutions
New Jersey
$407K +$42.9K +604 +12%
RCM
1063
Raleigh Capital Management
North Carolina
$404K -$25.9K -364 -6%
KMWM
1064
Keudell/Morrison Wealth Management
Oregon
$402K -$32.7K -460 -7%
FTIS
1065
First Trust Investment Solutions
Florida
$399K +$404K +5,688 New
MCA
1066
Martin Capital Advisors
Texas
$397K +$19.9K +280 +5%
NERM
1067
New England Research & Management
Illinois
$393K +$398K +5,600 New
DI
1068
Diligent Investors
California
$393K +$155K +2,180 +64%
HWP
1069
Hibernia Wealth Partners
Louisiana
$392K +$397K +5,592 New
MTWM
1070
Masso Torrence Wealth Management
New Jersey
$390K +$88.3K +1,244 +29%
IGGA
1071
Iron Gate Global Advisors
Utah
$388K +$44K +620 +13%
KCFA
1072
Key Client Fiduciary Advisors
New Jersey
$386K +$182K +2,568 +87%
MLL
1073
Moody Lynn & Lieberson
Massachusetts
$386K -$3.71M -52,220 -90%
CWM
1074
Congress Wealth Management
Massachusetts
$382K -$939K -13,224 -71%
CA
1075
Calton & Associates
Florida
$382K +$387K +5,448 New
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