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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
1176
Willner & Heller
California
$812K -$23.4K -184 -3%
KMWM
1177
Keudell/Morrison Wealth Management
Oregon
$810K +$880K +6,916 New
WA
1178
Win Advisors
Florida
$807K +$877K +6,888 New
DIM
1179
DC Investments Management
Virginia
$807K – – –
CAM
1180
Concorde Asset Management
Michigan
$807K +$50.4K +396 +6%
AFT
1181
Alpha Family Trust
California
$806K – – –
NIM
1182
Northeast Investment Management
Massachusetts
$804K -$21.4K -168 -2%
CWS
1183
Confluence Wealth Services
Pennsylvania
$802K +$14.8K +116 +2%
FFM
1184
Forum Financial Management
Illinois
$801K +$18.8K +148 +2%
NWMG
1185
National Wealth Management Group
Ohio
$800K +$869K +6,824 New
1CP
1186
17 Capital Partners
Arizona
$799K – – –
CSB
1187
City State Bank
Iowa
$798K – – –
MFG
1188
Menard Financial Group
Texas
$798K +$25.5K +200 +3%
MYIA
1189
Mount Yale Investment Advisors
Colorado
$797K -$336K -2,640 -28%
GWP
1190
Gateway Wealth Partners
Wisconsin
$794K +$76.4K +600 +10%
BTD
1191
BankPlus Trust Department
Mississippi
$793K +$260K +2,040 +43%
GIM
1192
Goelzer Investment Management
Indiana
$785K -$33.1K -260 -4%
CCAM
1193
Cascades Capital Asset Management
North Carolina
$781K -$39.2K -308 -4%
EPI
1194
Eddie Patel Inc
Illinois
$780K +$847K +6,656 New
RRA
1195
Red Reef Advisors
Florida
$778K +$845K +6,640 New
JIC
1196
Johnson Investment Counsel
Ohio
$777K +$844K +6,632 New
MW
1197
MBL Wealth
North Carolina
$776K +$260K +2,044 +45%
PPWP
1198
Premier Path Wealth Partners
New Jersey
$776K +$97.3K +764 +13%
WWP
1199
Wise Wealth Partners
Arizona
$773K – – –
PAG
1200
Private Advisory Group
Washington
$770K +$575K +4,520 +220%
46 47
48
49 50