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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1251
SkyOak Wealth
Michigan
$317K +$1.66K +20 +0.6%
BCM
1252
Boltwood Capital Management
California
$317K – – –
MIS
1253
Morningstar Investment Services
Illinois
$316K +$62.5K +752 +30%
EFG
1254
Ethos Financial Group
Pennsylvania
$313K +$271K +3,264 New
HT
1255
Heritage Trust
Oklahoma
$313K +$271K +3,264 New
LMKC
1256
L.M. Kohn & Company
Ohio
$313K +$32.6K +392 +14%
ACM
1257
Allred Capital Management
Texas
$312K +$9.98K +120 +4%
TA
1258
TrueWealth Advisors
Alabama
$312K +$49.2K +592 +22%
QC
1259
QCM Cayman
Texas
$309K +$268K +3,228 New
ESB
1260
Essex Savings Bank
Connecticut
$309K -$4.32K -52 -2%
BC
1261
Bridgefront Capital
Texas
$308K -$542K -6,524 -67%
MAP
1262
Moody Aldrich Partners
Massachusetts
$308K +$1.33K +16 +0.5%
PCMH
1263
Polymer Capital Management (HK)
Hong Kong
$307K -$489K -5,880 -65%
MWP
1264
Madison Wealth Partners
Wisconsin
$306K – – –
WDG
1265
Wealth Dimensions Group
Ohio
$305K – – –
AWM
1266
Avior Wealth Management
Nebraska
$301K -$192K -2,308 -42%
TC
1267
Truvestments Capital
Florida
$300K +$47.2K +568 +22%
DIP
1268
Davis Investment Partners
North Carolina
$299K +$268K +3,224 New
FA
1269
FDx Advisors
Illinois
$298K -$812K -9,760 -76%
VCP
1270
Verus Capital Partners
Arizona
$297K +$31.6K +380 +14%
HCA
1271
Harbour Capital Advisors
Virginia
$295K -$3.33K -40 -1%
RWMG
1272
Redwood Wealth Management Group
New Jersey
$294K +$255K +3,072 New
DWM
1273
Defined Wealth Management
Oregon
$294K +$998 +12 +0.4%
CWM
1274
Connecticut Wealth Management
Connecticut
$292K +$3.99K +48 +2%
GFS
1275
GYL Financial Synergies
Connecticut
$292K +$253K +3,048 New
49 50
51
52 53