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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1226
Quotient Wealth Partners
Texas
$343K +$14.3K +172 +5%
DACG
1227
Donor Advised Charitable Giving
California
$341K – – –
CCWM
1228
Cassaday & Co Wealth Management
Virginia
$339K +$294K +3,540 New
GCM
1229
Greenland Capital Management
New York
$338K +$294K +3,532 New
YC
1230
Yarbrough Capital
Tennessee
$338K +$294K +3,532 New
LC
1231
Lindbrook Capital
California
$337K +$26.9K +324 +10%
SQA
1232
Simon Quick Advisors
New Jersey
$337K +$22K +264 +8%
EA
1233
Everpar Advisors
Oklahoma
$336K -$6.65K -80 -2%
PPW
1234
Parcion Private Wealth
Washington
$336K +$58.2K +700 +25%
IA
1235
Insight Advisors
Pennsylvania
$335K -$12K -144 -4%
BFWA
1236
Benchmark Financial Wealth Advisors
Florida
$335K -$4.99K -60 -2%
SXL
1237
Summit X LLC
Missouri
$335K +$57.5K +692 +25%
WH
1238
Willner & Heller
California
$335K -$8.98K -108 -3%
NIMI
1239
Natixis Investment Managers International
France
$334K -$48.9K -588 -14%
GA
1240
Goldstein Advisors
Wisconsin
$332K -$998 -12 -0.3%
T
1241
TrueFG
Texas
$329K -$29.9K -360 -9%
LAM
1242
L2 Asset Management
Massachusetts
$328K +$33.3K +400 +13%
RWP
1243
RWA Wealth Partners
Massachusetts
$328K -$22K -264 -7%
DI
1244
Diligent Investors
California
$328K +$284K +3,420 New
DAM
1245
Delta Asset Management
Tennessee
$326K – – –
NWWA
1246
New Wave Wealth Advisors
Arkansas
$325K +$282K +3,392 New
CAM
1247
Cozad Asset Management
Illinois
$323K +$281K +3,376 New
WT
1248
Whittier Trust
California
$323K +$99.8K +1,200 +55%
CAAS
1249
Capital Asset Advisory Services
Michigan
$322K +$5.65K +68 +2%
PJSIMP
1250
P.J. Schmidt Investment Management (PJS)
Wisconsin
$322K – – –
48 49
50
51 52