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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1101
Tandem Capital Management
New Jersey
– -$239K -6,108 Closed
DWT
1102
Dorsey & Whitney Trust
South Dakota
– -$251K -6,104 Closed
MPW
1103
MGO Private Wealth
California
– -$250K -6,068 Closed
MIC
1104
Means Investment Company
Maine
– -$247K -6,004 Closed
ACP
1105
Aviance Capital Partners
Florida
– -$247K -6,000 Closed
CICI
1106
Capital Investment Counsel Inc
North Carolina
– -$247K -6,000 Closed
DACG
1107
Donor Advised Charitable Giving
California
– -$247K -6,000 Closed
CAG
1108
Crestwood Advisors Group
Massachusetts
– -$239K -5,800 Closed
SS
1109
Sunbelt Securities
Texas
– -$239K -5,796 Closed
OFS
1110
OneAscent Financial Services
Alabama
– -$238K -5,776 Closed
MWA
1111
MFA Wealth Advisors
Pennsylvania
– -$238K -5,772 Closed
CWM
1112
Curi Wealth Management
North Carolina
– -$238K -5,768 Closed
HCM
1113
Howland Capital Management
Massachusetts
– -$229K -5,568 Closed
KFS
1114
Kaizen Financial Strategies
California
– -$229K -5,560 Closed
SWMP
1115
Signature Wealth Management Partners
New Jersey
– -$228K -5,544 Closed
BFO
1116
Boston Family Office
Massachusetts
– -$228K -5,532 Closed
SFPG
1117
Stonebridge Financial Planning Group
Florida
– -$227K -5,500 Closed
EWA
1118
Exencial Wealth Advisors
Oklahoma
– -$225K -5,456 Closed
MW
1119
Marcum Wealth
Ohio
– -$225K -5,452 Closed
LIA
1120
LSP Investment Advisors
New York
– -$224K -5,440 Closed
SS
1121
Simplicity Solutions
Minnesota
– -$221K -5,372 Closed
MIA
1122
MMBG Investment Advisors
Florida
– -$221K -5,368 Closed
AC
1123
Avestar Capital
New York
– -$219K -5,324 Closed
SFP
1124
Shepherd Financial Partners
Massachusetts
– -$218K -5,292 Closed
FTDI
1125
First Trust Direct Indexing
Massachusetts
– -$217K -5,268 Closed
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