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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1076
Main Street Financial Solutions
Pennsylvania
– -$289K -7,016 Closed
AWE
1077
Avidian Wealth Enterprises
Texas
– -$287K -6,960 Closed
TPWA
1078
TRUE Private Wealth Advisors
Oregon
– -$285K -6,932 Closed
BFS
1079
Bard Financial Services
Connecticut
– -$285K -6,900 Closed
CW
1080
CreativeOne Wealth
Kansas
– -$284K -6,896 Closed
BF
1081
BOK Financial
Oklahoma
– -$281K -6,820 Closed
AFA
1082
Arlington Financial Advisors
California
– -$280K -6,800 Closed
CA
1083
Claro Advisors
Massachusetts
– -$281K -6,672 Closed
FFG
1084
Fortem Financial Group
California
– -$274K -6,660 Closed
SWA
1085
SFMG Wealth Advisors
Texas
– -$255K -6,656 Closed
GAM
1086
Griffin Asset Management
New York
– -$274K -6,640 Closed
HIC
1087
Holderness Investments Company
North Carolina
– -$273K -6,616 Closed
AAS
1088
Ameritas Advisory Services
Nebraska
– -$271K -6,584 Closed
VFA
1089
Valeo Financial Advisors
Indiana
– -$271K -6,576 Closed
LFAS
1090
Level Four Advisory Services
Texas
– -$269K -6,536 Closed
BWA
1091
Blodgett Wealth Advisors
California
– -$269K -6,528 Closed
HIP
1092
HUB Investment Partners
Texas
– -$269K -6,528 Closed
CIP
1093
Convergence Investment Partners
Florida
– -$269K -6,520 Closed
SCM
1094
SevenOneSeven Capital Management
Pennsylvania
– -$266K -6,460 Closed
PMG
1095
ProVise Management Group
Florida
– -$266K -6,452 Closed
SW
1096
SVB Wealth
Massachusetts
– -$263K -6,380 Closed
EFL
1097
ERn Financial LLC
Wisconsin
– -$259K -6,280 Closed
LAI
1098
Legal Advantage Investments
California
– -$259K -6,280 Closed
OWM
1099
OneAscent Wealth Management
Alabama
– -$257K -6,244 Closed
FFN
1100
Focus Financial Network
Minnesota
– -$256K -6,212 Closed
42 43
44
45 46