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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1201
Aspetuck Financial Management
Connecticut
$389K +$378K +4,544 New
TDC
1202
Thompson Davis & Co
Virginia
$388K +$24.9K +300 +7%
CPRC
1203
Consolidated Portfolio Review Corp
New York
$388K +$377K +4,540 New
AWA
1204
Alta Wealth Advisors
Massachusetts
$387K – – –
KCIC
1205
Kuhn & Co Investment Counsel
Illinois
$386K – – –
MIM
1206
Montgomery Investment Management
Maryland
$385K – – –
MW
1207
Marcum Wealth
Ohio
$384K +$2K +24 +0.5%
AAP
1208
Arax Advisory Partners
Colorado
$382K +$109K +1,316 +42%
SF
1209
Symphony Financial
Texas
$381K -$94.4K -1,136 -21%
WIM
1210
WealthPlan Investment Management
Nebraska
$380K +$370K +4,448 New
CCA
1211
Cobblestone Capital Advisors
New York
$378K +$14.6K +176 +4%
LC
1212
Lindbrook Capital
California
$376K +$49.5K +596 +16%
SSWM
1213
Smith Salley Wealth Management
North Carolina
$376K +$365K +4,392 New
CWM
1214
Cahaba Wealth Management
Georgia
$375K +$365K +4,388 New
FLPIM
1215
F.L. Putnam Investment Management
Massachusetts
$375K -$59.5K -716 -14%
OWMIAS
1216
One Wealth Management Investment & Advisory Services
Florida
$375K +$665 +8 +0.2%
SVCP
1217
Silicon Valley Capital Partners
California
$374K +$99.8K +1,200 +38%
CWG
1218
Crown Wealth Group
North Carolina
$372K -$14K -168 -4%
MFA
1219
Morling Financial Advisors
California
$371K – – –
DP
1220
DDD Partners
Washington
$370K -$45.9K -552 -11%
RBC
1221
Romano Brothers & Co
Illinois
$370K +$3.33K +40 +0.9%
EW
1222
Elyxium Wealth
California
$370K +$359K +4,320 New
CCIA
1223
Cherry Creek Investment Advisors
Colorado
$368K +$69.2K +832 +24%
PPP
1224
Private Portfolio Partners
New Jersey
$368K +$82.5K +992 +30%
CFO
1225
Custos Family Office
Texas
$366K – – –
47 48
49
50 51