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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1101
Kennedy Investment Group
New Jersey
$231K +$190K +3,620 New
PMG
1102
ProVise Management Group
Florida
$230K +$188K +3,600 New
QPBE
1103
Quintet Private Bank (Europe)
Luxembourg
$226K -$38.7K -740 -17%
PJSIMP
1104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K +$162K +3,100 New
RP
1105
Riverwater Partners
Wisconsin
$225K +$184K +3,520 New
HL
1106
HeadInvest LLC
Maine
$223K +$20.9K +400 +13%
HGERS
1107
Householder Group Estate & Retirement Specialist
Arizona
$223K +$130K +2,476 +241%
GT
1108
Greenleaf Trust
Michigan
$223K +$183K +3,492 New
PP
1109
PDS Planning
Ohio
$223K +$183K +3,492 New
ECM
1110
Evergreen Capital Management
Washington
$221K +$182K +3,468 New
PP
1111
Patron Partners
Texas
$221K +$181K +3,460 New
GJIA
1112
Glass Jacobson Investment Advisors
Maryland
$220K +$164K +3,140 +1,047%
VWA
1113
Visionary Wealth Advisors
Illinois
$219K +$180K +3,436 New
BWM
1114
Baystate Wealth Management
Massachusetts
$219K +$44.4K +848 +33%
DCM
1115
Driehaus Capital Management
Illinois
$218K +$178K +3,408 New
PPWP
1116
Premier Path Wealth Partners
New Jersey
$218K +$178K +3,408 New
TWP
1117
Tyche Wealth Partners
Texas
$217K +$178K +3,404 New
DAM
1118
Delta Asset Management
Tennessee
$217K – – –
CW
1119
CreativeOne Wealth
Kansas
$217K +$178K +3,400 New
AWM
1120
Axxcess Wealth Management
California
$217K +$178K +3,396 New
BL
1121
Balentine LLC
Georgia
$217K +$178K +3,396 New
CAAS
1122
Capital Asset Advisory Services
Michigan
$217K +$178K +3,396 New
P
1123
&Partners
Tennessee
$214K +$176K +3,352 New
ACM
1124
Allred Capital Management
Texas
$214K +$175K +3,348 New
IF
1125
Intrua Financial
Texas
$212K +$174K +3,324 New
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