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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1151
Griffin Asset Management
New York
$773K -$164K -1,440 -19%
MG
1152
Mather Group
Illinois
$769K +$33.2K +292 +5%
CFA
1153
Capstone Financial Advisors
Illinois
$765K +$16.8K +148 +2%
SF
1154
Seros Financial
Arizona
$763K +$96K +844 +16%
PL
1155
Perpetual Ltd
Australia
$762K +$476K +4,184 +206%
CF
1156
Convergence Financial
Missouri
$761K +$41.8K +368 +6%
GWP
1157
Gateway Wealth Partners
Wisconsin
$757K -$1.82K -16 -0.3%
KBFS
1158
Kohmann Bosshard Financial Services
Ohio
$752K +$698K +6,136 New
CB
1159
Cadence Bank
Mississippi
$748K +$23.2K +204 +3%
CAL
1160
Capital Analysts LLC
Pennsylvania
$747K -$10K -88 -1%
PFS
1161
Prospect Financial Services
New York
$745K +$910 +8 +0.1%
LA
1162
LexAurum Advisors
Kansas
$743K +$176K +1,544 +34%
VFG
1163
Victory Financial Group
Texas
$743K +$468K +4,112 +211%
CWG
1164
Crown Wealth Group
North Carolina
$742K +$91.4K +804 +15%
IC
1165
Inscription Capital
Texas
$742K +$289K +2,540 +72%
IWA
1166
IVC Wealth Advisors
Pennsylvania
$738K +$16.8K +148 +3%
CI
1167
Corient IA
Florida
$736K – – –
NIM
1168
Needham Investment Management
New York
$736K – – –
PPA
1169
Pacific Point Advisors
California
$736K – – –
AWCI
1170
Alpine Woods Capital Investors
New York
$733K -$910 -8 -0.1%
RIG
1171
RiverFront Investment Group
Virginia
$728K +$146K +1,288 +28%
CCWM
1172
Correct Capital Wealth Management
Missouri
$728K +$52.8K +464 +8%
CCIA
1173
Cherry Creek Investment Advisors
Colorado
$724K – – –
SAI
1174
Savvy Advisors Inc
New York
$722K +$94.6K +832 +16%
PPWP
1175
Premier Path Wealth Partners
New Jersey
$718K +$4.55K +40 +0.7%
45 46
47
48 49