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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1176
Gries Financial
Ohio
$392K +$7.98K +96 +2%
EWM
1177
Evercore Wealth Management
New York
$392K +$341K +4,096 New
WWMSC
1178
Wagner Wealth Management (South Carolina)
South Carolina
$390K +$131K +1,576 +63%
CFB
1179
Cullen/Frost Bankers
Texas
$389K -$16K -192 -5%
YCG
1180
Yeomans Consulting Group
Georgia
$388K -$252K -3,036 -43%
VWA
1181
Visionary Wealth Advisors
Illinois
$386K +$6.65K +80 +2%
FSC
1182
Full Sail Capital
Oklahoma
$384K +$333 +4 +0.1%
FFG
1183
Fortem Financial Group
California
$383K -$26.9K -324 -7%
ASGS
1184
Alpha Square Group S
New York
$383K – – –
BC
1185
Belmont Capital
California
$383K – – –
PFP
1186
Paragon Financial Partners
California
$383K – – –
SC
1187
Shay Capital
New York
$383K – – –
HCM
1188
Harvey Capital Management
Florida
$383K +$333K +4,000 New
MC
1189
Matisse Capital
Oregon
$383K +$333K +4,000 New
CCG
1190
Ceeto Capital Group
Florida
$383K +$333K +4,000 New
AFT
1191
Alpha Family Trust
California
$381K – – –
PSP
1192
Principal Street Partners
Tennessee
$379K +$34.3K +412 +12%
SRSA
1193
S.R. Schill & Associates
Washington
$379K +$329K +3,956 New
MAG
1194
M3 Advisory Group
Massachusetts
$378K -$3.99K -48 -1%
HWA
1195
HHM Wealth Advisors
Tennessee
$376K +$6.65K +80 +2%
FFA
1196
Founders Financial Alliance
North Carolina
$374K -$16.6K -200 -5%
MF
1197
Meridian Financial
Massachusetts
$372K – – –
DC
1198
DeDora Capital
California
$372K +$323K +3,884 New
BFS
1199
Burr Financial Services
California
$372K -$1.45M -17,448 -82%
SIM
1200
Sentry Investment Management
Wisconsin
$371K +$322K +3,868 New
46 47
48
49 50