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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1226
SkyOak Wealth
Michigan
$621K +$358K +3,152 +165%
SIA
1227
SeaBridge Investment Advisors
New Jersey
$620K – – –
CCA
1228
Cobblestone Capital Advisors
New York
$619K +$65.9K +580 +13%
CA
1229
Calton & Associates
Florida
$617K +$15.9K +140 +3%
LWM
1230
Laidlaw Wealth Management
New York
$616K +$257K +2,260 +82%
VCP
1231
Verus Capital Partners
Arizona
$613K +$62.3K +548 +12%
TDC
1232
Thompson Davis & Co
Virginia
$613K -$68.2K -600 -11%
OM
1233
OV Management
Minnesota
$612K +$91.4K +804 +19%
CFP
1234
Catalyst Financial Partners
Massachusetts
$611K +$9.1K +80 +2%
AWM
1235
Aprio Wealth Management
Georgia
$611K +$95.5K +840 +20%
GA
1236
Goldstein Advisors
Wisconsin
$610K +$5.91K +52 +1%
FCM
1237
Fire Capital Management
California
$608K +$9.55K +84 +2%
WDG
1238
Wealth Dimensions Group
Ohio
$605K +$3.18K +28 +0.6%
IGGA
1239
Iron Gate Global Advisors
Utah
$604K +$560K +4,928 New
PCA
1240
Prosperity Capital Advisors
Ohio
$603K +$5K +44 +0.9%
MCA
1241
Millennium Capital Advisors
Arkansas
$599K +$56.8K +500 +11%
PA
1242
Procyon Advisors
Connecticut
$599K +$241K +2,124 +77%
IIA
1243
IPG Investment Advisors
California
$592K -$1.25M -11,012 -70%
MSFS
1244
Main Street Financial Solutions
Pennsylvania
$590K -$25.9K -228 -5%
CWA
1245
Clarity Wealth Advisors
California
$588K – – –
ALAM
1246
Asahi Life Asset Management
Japan
$586K +$25.5K +224 +5%
SC
1247
Sierra Capital
Florida
$586K – – –
FC
1248
Fusion Capital
South Carolina
$584K +$12.3K +108 +3%
TIA
1249
Traphagen Investment Advisors
New Jersey
$582K -$61.4K -540 -10%
MWM
1250
Mascagni Wealth Management
Mississippi
$582K +$29.1K +256 +6%
48 49
50
51 52