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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
1101
Wisconsin Wealth Advisors
Wisconsin
$926K +$46.4K +428 +6%
GLA
1102
Good Life Advisors
Pennsylvania
$925K +$98.4K +908 +14%
BC
1103
Barrett & Company
Rhode Island
$914K +$19.5K +180 +3%
WH
1104
Willner & Heller
California
$911K -$36.9K -340 -5%
TCWA
1105
Turtle Creek Wealth Advisors
Texas
$899K +$766K +7,064 New
TC
1106
TownSquare Capital
Utah
$897K -$3.08M -28,408 -80%
NIM
1107
Northeast Investment Management
Massachusetts
$895K -$22.5K -208 -3%
GIM
1108
Goelzer Investment Management
Indiana
$887K – – –
KAS
1109
KPP Advisory Services
Kentucky
$886K +$235K +2,164 +45%
AFA
1110
Arlington Financial Advisors
California
$886K -$30.4K -280 -4%
OWA
1111
Octavia Wealth Advisors
Ohio
$884K +$22.1K +204 +3%
EC
1112
EdgeRock Capital
Colorado
$881K +$33.4K +308 +5%
DIM
1113
DC Investments Management
Virginia
$877K – – –
AFT
1114
Alpha Family Trust
California
$876K +$182K +1,680 +32%
SWM
1115
SeaCrest Wealth Management
New York
$873K -$1.11M -10,248 -60%
FHA
1116
First Horizon Advisors
Tennessee
$872K +$22.1K +204 +3%
1CP
1117
17 Capital Partners
Arizona
$868K +$84.5K +780 +13%
CA
1118
Cornerstone Advisory
Maryland
$868K +$1.3K +12 +0.2%
EGM
1119
Engineers Gate Manager
New York
$867K +$738K +6,812 New
GSIAS
1120
Garden State Investment Advisory Services
New Jersey
$867K +$26.4K +244 +4%
ECM
1121
Evergreen Capital Management
Washington
$864K +$85K +784 +13%
PPW
1122
Parcion Private Wealth
Washington
$859K -$9.97K -92 -1%
MFG
1123
Menard Financial Group
Texas
$855K +$434 +4 +0.1%
IFWM
1124
Institute for Wealth Management
Colorado
$855K -$60.3K -556 -8%
BKA
1125
Brick & Kyle Associates
Pennsylvania
$853K +$754K +6,960 New
43 44
45
46 47