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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1101
Simon Quick Advisors
New Jersey
$575K +$104K +1,088 +20%
QIM
1102
Quantitative Investment Management
Virginia
$573K -$1.42M -14,932 -70%
TGAM
1103
TBH Global Asset Management
Tennessee
$571K +$81.2K +852 +15%
LFS
1104
Legacy Financial Strategies
Kansas
$571K +$5.72K +60 +0.9%
SS
1105
Sunbelt Securities
Texas
$564K -$75.8K -796 -11%
CFA
1106
Capstone Financial Advisors
Illinois
$563K -$13.7K -144 -2%
SIA
1107
Soltis Investment Advisors
Utah
$562K +$45.3K +476 +8%
GLA
1108
Good Life Advisors
Pennsylvania
$560K -$373K -3,916 -38%
TPWA
1109
Twin Peaks Wealth Advisors
California
$556K +$309K +3,248 +135%
VPW
1110
Variant Private Wealth
Virginia
$555K – – –
MIH
1111
Meitav Investment House
Israel
$554K -$31.6K -332 -5%
CA
1112
Commerzbank Aktiengesellschaft
Germany
$552K +$26.3K +276 +5%
NFC
1113
Northeast Financial Consultants
Connecticut
$548K – – –
CAL
1114
Capital Analysts LLC
Pennsylvania
$546K +$22.1K +232 +4%
MSFS
1115
Main Street Financial Solutions
Pennsylvania
$546K -$37.7K -396 -6%
AF
1116
Advisornet Financial
Minnesota
$544K +$34.3K +360 +6%
SWA
1117
Strategies Wealth Advisors
Michigan
$539K +$85K +892 +17%
CAM
1118
Cozad Asset Management
Illinois
$536K +$76.2K +800 +15%
1CP
1119
17 Capital Partners
Arizona
$532K +$5.72K +60 +1%
MSWA
1120
Marshall & Sterling Wealth Advisors
New York
$532K -$81.2K -852 -12%
ECM
1121
Evergreen Capital Management
Washington
$529K +$131K +1,376 +30%
NIM
1122
Needham Investment Management
New York
$529K -$191K -2,000 -25%
PPA
1123
Pacific Point Advisors
California
$529K – – –
CI
1124
Corient IA
Florida
$529K +$572K +6,000 New
GA
1125
Goldstein Advisors
Wisconsin
$529K +$762 +8 +0.1%
43 44
45
46 47