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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1201
Northeast Investment Management
Massachusetts
$670K – – –
CPC
1202
Cookson Peirce & Co
Pennsylvania
$669K -$37.2M -350,820 -98%
MW
1203
MBL Wealth
North Carolina
$668K +$23.3K +220 +3%
KIC
1204
Kensington Investment Counsel
California
$667K -$1.58M -14,888 -69%
EWA
1205
Emergent Wealth Advisors
New York
$667K +$281K +2,652 +63%
HFS
1206
Hantz Financial Services
Michigan
$666K +$530K +5,000 +274%
CPL
1207
CAP Partners LLC
Tennessee
$664K +$29.7K +280 +4%
SACTSONJ
1208
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$663K +$720K +6,796 New
WF
1209
WoodTrust Financial
Wisconsin
$662K +$401K +3,780 +126%
IC
1210
Inscription Capital
Texas
$662K -$40.7K -384 -5%
EMB
1211
Elefante Mark B
$659K +$331K +3,124 +86%
MG
1212
Mather Group
Illinois
$659K -$46.2K -436 -6%
CT
1213
Chicago Trust
Illinois
$654K -$80.5K -760 -10%
WP
1214
Westmount Partners
California
$650K +$458K +4,320 +185%
GIM
1215
Goelzer Investment Management
Indiana
$650K -$4.24K -40 -0.6%
CIEC
1216
Crédit Industriel et Commercial
France
$645K +$700K +6,608 New
LOWM
1217
Laurel Oak Wealth Management
New Jersey
$641K +$183K +1,728 +36%
SW
1218
Simplicity Wealth
New Jersey
$640K +$50.9K +480 +8%
LWM
1219
LeConte Wealth Management
Tennessee
$640K +$50.4K +476 +8%
JIC
1220
Johnson Investment Counsel
Ohio
$639K -$8.48K -80 -1%
CWM
1221
Calamos Wealth Management
Illinois
$628K -$74.6K -704 -10%
MLL
1222
Moody Lynn & Lieberson
Massachusetts
$624K -$2.72M -25,632 -80%
UB
1223
UMB Bank
Missouri
$623K +$43.7K +412 +7%
CCWM
1224
Correct Capital Wealth Management
Missouri
$623K +$31.8K +300 +5%
CFA
1225
Capstone Financial Advisors
Illinois
$621K +$5.51K +52 +0.8%
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