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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Cornerstone Wealth Management
Missouri
$637K +$231K +2,780 +60%
IFWM
1052
Institute for Wealth Management
Colorado
$635K +$1.33K +16 +0.2%
SWP
1053
Sagespring Wealth Partners
Tennessee
$632K +$614K +7,392 New
VBCG
1054
Valley Brook Capital Group
Pennsylvania
$630K +$18.3K +220 +3%
SF
1055
Synovus Financial
Georgia
$629K +$1.33K +16 +0.2%
SS
1056
Sunbelt Securities
Texas
$628K -$4.99K -60 -0.8%
NIM
1057
Northeast Investment Management
Massachusetts
$619K +$602K +7,236 New
TCM
1058
Telos Capital Management
California
$616K – – –
EC
1059
EdgeRock Capital
Colorado
$607K +$6.32K +76 +1%
HH
1060
Hilltop Holdings
Texas
$602K -$57.5K -692 -9%
SIMG
1061
Sonora Investment Management Group
Arizona
$600K +$88.1K +1,060 +18%
BC
1062
Barrett & Company
Rhode Island
$599K +$83.1K +1,000 +17%
IA
1063
Intellus Advisors
Florida
$590K +$574K +6,900 New
MSWA
1064
Marshall & Sterling Wealth Advisors
New York
$590K +$573K +6,892 New
WI
1065
WrapManager Inc
California
$586K -$306K -3,676 -35%
SAM
1066
Strategy Asset Managers
California
$586K -$23.3K -280 -4%
WWA
1067
Wisconsin Wealth Advisors
Wisconsin
$582K +$565K +6,800 New
TCA
1068
Transcend Capital Advisors
New Jersey
$582K -$40.9K -492 -7%
FPAS
1069
Focus Partners Advisor Solutions
Missouri
$580K -$106K -1,280 -16%
VHAM
1070
Van Hulzen Asset Management
California
$578K +$63.2K +760 +13%
FFG
1071
Fortem Financial Group
California
$574K +$16.6K +200 +3%
MMA
1072
Miracle Mile Advisors
California
$573K -$128K -1,536 -19%
FHA
1073
First Horizon Advisors
Tennessee
$572K -$57.2K -688 -9%
SWA
1074
Strategies Wealth Advisors
Michigan
$570K +$435K +5,228 New
CWS
1075
Confluence Wealth Services
Pennsylvania
$570K +$8.64K +104 +2%
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