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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1076
Sound View Wealth Advisors Group
Georgia
$254K +$208K +3,976 New
CF
1077
Centaurus Financial
California
$253K -$688K -13,136 -77%
BFWA
1078
Benchmark Financial Wealth Advisors
Florida
$249K +$204K +3,896 New
GCM
1079
Greenland Capital Management
New York
$249K +$204K +3,896 New
MF
1080
Meridian Financial
Massachusetts
$248K +$203K +3,884 New
RA
1081
Riverstone Advisors
Texas
$248K +$203K +3,884 New
CGA
1082
Crescent Grove Advisors
Illinois
$248K +$203K +3,880 New
SA
1083
Strategic Advocates
Utah
$248K +$203K +3,880 New
WH
1084
Willner & Heller
California
$248K +$203K +3,880 New
HWA
1085
HHM Wealth Advisors
Tennessee
$245K – – –
CP
1086
Camelot Portfolios
Ohio
$244K +$200K +3,828 New
SF
1087
Synovus Financial
Georgia
$244K +$200K +3,816 New
AA
1088
Aire Advisors
California
$243K +$199K +3,808 New
T
1089
TrueFG
Texas
$242K +$199K +3,796 New
GLA
1090
Good Life Advisors
Pennsylvania
$242K -$157K -2,996 -44%
CWS
1091
Confluence Wealth Services
Pennsylvania
$240K +$197K +3,760 New
QWP
1092
Quotient Wealth Partners
Texas
$239K +$196K +3,744 New
GF
1093
Gries Financial
Ohio
$237K +$195K +3,716 New
CFS
1094
CRA Financial Services
New Jersey
$236K +$194K +3,704 New
VBCG
1095
Valley Brook Capital Group
Pennsylvania
$236K +$194K +3,700 New
GA
1096
Goldstein Advisors
Wisconsin
$235K +$192K +3,676 New
CA
1097
Clearstead Advisors
Ohio
$233K -$129K -2,456 -40%
EFG
1098
Everhart Financial Group
Ohio
$233K +$191K +3,656 New
AF
1099
Allworth Financial
California
$233K +$27.6K +528 +17%
RWP
1100
RWA Wealth Partners
Massachusetts
$232K +$190K +3,628 New
42 43
44
45 46