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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1176
SVB Capital Management
California
$750K +$638K +5,888 New
WMWM
1177
Whitaker-Myers Wealth Managers
Ohio
$749K +$63.3K +584 +11%
IWA
1178
IVC Wealth Advisors
Pennsylvania
$747K +$19.1K +176 +3%
CF
1179
Convergence Financial
Missouri
$744K +$218K +2,008 +52%
MCA
1180
Martin Capital Advisors
Texas
$742K +$69.4K +640 +12%
PMG
1181
Private Management Group
California
$741K +$630K +5,816 New
PPWP
1182
Premier Path Wealth Partners
New Jersey
$740K +$180K +1,664 +40%
UB
1183
UMB Bank
Missouri
$731K +$171K +1,580 +38%
SW
1184
SMART Wealth
Nebraska
$728K +$620K +5,720 New
FAM
1185
Formidable Asset Management
Ohio
$727K – – –
VSQM
1186
V-Square Quantitative Management
Illinois
$723K -$23.4K -216 -4%
WIM
1187
WealthPlan Investment Management
Nebraska
$720K +$125K +1,156 +26%
ADL
1188
Asset Dedication LLC
California
$718K +$32.1K +296 +6%
MWM
1189
MGB Wealth Management
Texas
$714K +$608K +5,608 New
TDC
1190
Thompson Davis & Co
Virginia
$713K +$43.4K +400 +8%
MWM
1191
Moran Wealth Management
Florida
$702K +$242K +2,232 +68%
SSWM
1192
Smith Salley Wealth Management
North Carolina
$698K +$75K +692 +14%
CCWM
1193
Correct Capital Wealth Management
Missouri
$697K -$134K -1,232 -18%
BCA
1194
Bay Colony Advisors
Massachusetts
$693K +$88.9K +820 +18%
MSWA
1195
Marshall & Sterling Wealth Advisors
New York
$688K -$68.9K -636 -11%
KCFA
1196
Key Client Fiduciary Advisors
New Jersey
$687K -$25.1K -232 -4%
SF
1197
Seros Financial
Arizona
$685K – – –
FFA
1198
First Foundation Advisors
California
$680K -$18.2K -168 -3%
MWM
1199
Maridea Wealth Management
New York
$680K +$16.5K +152 +3%
WFI
1200
West Family Investments
California
$676K +$284K +2,616 +97%
46 47
48
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