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CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1226
Asset Dedication LLC
California
$44K +$12.6K +240 +54%
NSIM
1227
North Star Investment Management
Illinois
$43.4K – – –
RIM
1228
Rakuten Investment Management
Japan
$41.5K +$33.9K +648 New
CFFP
1229
Center for Financial Planning
Michigan
$39.8K – – –
FWM
1230
Focused Wealth Management
New York
$39.6K – – –
OPTFSNA
1231
Old Point Trust & Financial Services N A
Virginia
$39.1K +$32K +612 New
GBT
1232
Grove Bank & Trust
Florida
$38.8K – – –
JWM
1233
Janiczek Wealth Management
Colorado
$38.6K +$419 +8 +1%
OA
1234
Operose Advisors
Wisconsin
$38.3K – – –
PCC
1235
Park Circle Company
Maryland
$38.3K – – –
TCOV
1236
Trust Company of Vermont
Vermont
$38.3K – – –
PMFA
1237
Plante Moran Financial Advisors
Michigan
$38.3K +$7.33K +140 +30%
BWL
1238
Bogart Wealth LLC
Virginia
$38.3K +$10.5K +200 +50%
FCA
1239
FinTrust Capital Advisors
South Carolina
$37.5K +$26.8K +512 +674%
QC
1240
Quent Capital
New York
$37.5K +$10.1K +192 +48%
AJ
1241
Ashburton (Jersey)
Jersey
$36K – – –
MSWM
1242
McGlone Suttner Wealth Management
Wisconsin
$36K +$29.5K +564 New
RIL
1243
Rothschild Investment LLC
Illinois
$35.7K +$29.3K +560 New
DWM
1244
Dogwood Wealth Management
Kansas
$34.6K +$28.3K +540 New
AWM
1245
Abound Wealth Management
Tennessee
$32.9K +$1.26K +24 +5%
LWCFA
1246
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.2K -$112K -2,132 -83%
NBT
1247
Northwest Bank & Trust
Iowa
$31.7K +$26K +496 New
JFGIW
1248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.1K +$25.6K +488 New
LFG
1249
Larson Financial Group
Missouri
$31.1K -$12.1K -232 -32%
LOIP
1250
Live Oak Investment Partners
Texas
$30.6K – – –
48 49
50
51 52