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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1251
Savvy Advisors Inc
New York
$376K +$25.5K +268 +7%
MCM
1252
Moore Capital Management
New York
$374K +$404K +4,244 New
PWAM
1253
Private Wealth Asset Management
Iowa
$374K +$404K +4,244 New
LA
1254
Lifeworks Advisors
Michigan
$373K +$36.6K +384 +10%
PP
1255
Patron Partners
Texas
$372K +$83.1K +872 +26%
FFL
1256
Future Fund LLC
Illinois
$371K +$401K +4,212 New
MG
1257
Mather Group
Illinois
$370K +$150K +1,576 +60%
GIM
1258
Grassi Investment Management
California
$370K +$133K +1,400 +50%
RSWM
1259
Robertson Stephens Wealth Management
California
$370K +$33.5K +352 +9%
CGL
1260
Clarius Group LLC
Washington
$369K +$52.2K +548 +15%
UB
1261
UMB Bank
Missouri
$367K -$96.8K -1,016 -20%
SFG
1262
Shum Financial Group
California
$366K +$56.4K +592 +17%
PPWP
1263
Premier Path Wealth Partners
New Jersey
$366K +$8.38K +88 +2%
HCM
1264
Hollencrest Capital Management
California
$365K +$75.8K +796 +24%
RMDI
1265
R.M. Davis Inc
Maine
$363K – – –
BWL
1266
Bogart Wealth LLC
Virginia
$363K +$110K +1,156 +39%
GFG
1267
Goldstone Financial Group
Illinois
$360K +$117K +1,224 +43%
BFA
1268
Bragg Financial Advisors
North Carolina
$360K -$173K -1,816 -31%
PWM
1269
Paulson Wealth Management
Illinois
$359K +$139K +1,464 +56%
RMP
1270
Richards, Merrill & Peterson
Washington
$357K +$3.81K +40 +1%
CIS
1271
Custom Index Systems
New York
$356K +$3.81K +40 +1%
CCWM
1272
Cassaday & Co Wealth Management
Virginia
$356K +$11.4K +120 +3%
AFA
1273
American Financial Advisors
Georgia
$355K +$10.7K +112 +3%
BC
1274
Belmont Capital
California
$354K +$1.91K +20 +0.5%
KWM
1275
Kingsman Wealth Management
Florida
$354K +$383K +4,020 New
49 50
51
52 53