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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1226
Correct Capital Wealth Management
Missouri
$713K +$18.3K +144 +2%
SW
1227
Simplicity Wealth
New Jersey
$712K +$52.5K +412 +7%
KCFA
1228
Key Client Fiduciary Advisors
New Jersey
$712K +$67.2K +528 +10%
SSWM
1229
Smith Salley Wealth Management
North Carolina
$711K +$28.5K +224 +4%
LWL
1230
Leo Wealth LLC
Texas
$707K +$534K +4,196 +229%
TW
1231
Tempo Wealth
Ohio
$705K +$766K +6,020 New
IP
1232
Indivisible Partners
Florida
$704K +$765K +6,008 New
WH
1233
Wallace Hart
Kentucky
$704K -$722K -5,668 -49%
AAS
1234
Ameritas Advisory Services
Nebraska
$704K -$1.87M -14,652 -71%
DWM
1235
Dynasty Wealth Management
Florida
$704K +$69.3K +544 +10%
CI
1236
Corient IA
Florida
$703K – – –
NIM
1237
Needham Investment Management
New York
$703K – – –
PPA
1238
Pacific Point Advisors
California
$703K – – –
CAL
1239
Capital Analysts LLC
Pennsylvania
$701K -$14.8K -116 -2%
UB
1240
UMB Bank
Missouri
$700K +$17.3K +136 +2%
AF
1241
Advisornet Financial
Minnesota
$700K -$262K -2,060 -26%
IWA
1242
IVC Wealth Advisors
Pennsylvania
$700K -$5.09K -40 -0.7%
AWM
1243
Aprio Wealth Management
Georgia
$697K +$123K +964 +19%
HAS
1244
HBW Advisory Services
California
$697K +$84K +660 +12%
OP
1245
ORG Partners
Indiana
$696K +$177K +1,392 +31%
SM
1246
STF Management
Texas
$695K -$1.03M -8,084 -58%
VHAM
1247
Van Hulzen Asset Management
California
$695K +$45.3K +356 +6%
TC
1248
TownSquare Capital
Utah
$693K -$92.7K -728 -11%
CP
1249
Cornerstone Planning
North Carolina
$692K +$752K +5,908 New
PMG
1250
Private Management Group
California
$682K – – –
48 49
50
51 52