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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1151
HBW Advisory Services
California
$774K +$49K +452 +8%
PFS
1152
Prospect Financial Services
New York
$773K -$259K -2,388 -28%
GLA
1153
Great Lakes Advisors
Illinois
$772K +$11.3K +104 +2%
CT
1154
Chicago Trust
Illinois
$770K +$127K +1,172 +24%
AUB
1155
Atlantic Union Bankshares
Virginia
$769K +$654K +6,036 New
KMWM
1156
Keudell/Morrison Wealth Management
Oregon
$767K +$53.8K +496 +9%
LWL
1157
Leo Wealth LLC
Texas
$766K +$652K +6,016 New
CI
1158
Corient IA
Florida
$764K – – –
NIM
1159
Needham Investment Management
New York
$764K – – –
PPA
1160
Pacific Point Advisors
California
$764K – – –
LIP
1161
Lighthouse Investment Partners
Florida
$764K +$650K +6,000 New
RW
1162
Rockport Wealth
Ohio
$764K +$650K +6,000 New
AWCI
1163
Alpine Woods Capital Investors
New York
$762K -$84.5K -780 -12%
MG
1164
Mather Group
Illinois
$762K +$193K +1,780 +42%
CAM
1165
Cozad Asset Management
Illinois
$759K -$12.6K -116 -2%
CFS
1166
Commonwealth Financial Services
West Virginia
$759K +$50.7K +468 +9%
SAM
1167
Smartleaf Asset Management
Massachusetts
$756K +$51.2K +472 +8%
WP
1168
WealthPLAN Partners
Nebraska
$756K +$20.4K +188 +3%
PWP
1169
Principle Wealth Partners
Connecticut
$756K +$341K +3,148 +113%
CSB
1170
City State Bank
Iowa
$755K -$217K -2,000 -25%
PCS
1171
Personal CFO Solutions
New Jersey
$753K +$9.97K +92 +2%
FFM
1172
Forum Financial Management
Illinois
$753K +$70.2K +648 +12%
CCIA
1173
Cherry Creek Investment Advisors
Colorado
$752K +$174K +1,604 +37%
CB
1174
Cadence Bank
Mississippi
$751K +$6.94K +64 +1%
HNWAG
1175
High Net Worth Advisory Group
Florida
$750K – – –
45 46
47
48 49