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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DKCM
1251
Davidson Kahn Capital Management
California
$601K – – –
RIL
1252
Rothschild Investment LLC
Illinois
$598K +$376K +3,472 +284%
HWA
1253
HHM Wealth Advisors
Tennessee
$596K – – –
RSWM
1254
Robertson Stephens Wealth Management
California
$596K +$53.3K +492 +12%
LA
1255
Lifeworks Advisors
Michigan
$596K +$49K +452 +11%
DT
1256
Diversified Trust
Tennessee
$595K +$223K +2,056 +78%
TPWA
1257
Twin Peaks Wealth Advisors
California
$594K -$22.1K -204 -4%
GC
1258
Grimes & Company
Massachusetts
$593K +$127K +1,168 +33%
RIG
1259
RiverFront Investment Group
Virginia
$592K – – –
MW
1260
MBL Wealth
North Carolina
$591K +$26K +240 +5%
GSWM
1261
Golden State Wealth Management
California
$589K +$276K +2,548 +123%
CIA
1262
Cohen Investment Advisors
New Hampshire
$588K +$501K +4,620 New
OWMIAS
1263
One Wealth Management Investment & Advisory Services
Florida
$584K +$2.6K +24 +0.5%
BBWA
1264
Bell & Brown Wealth Advisors
California
$583K -$2.6K -24 -0.5%
IWA
1265
Inspirion Wealth Advisors
Illinois
$582K -$35.1K -324 -7%
QP
1266
Quartz Partners
New York
$582K +$86.7K +800 +21%
ALAM
1267
Asahi Life Asset Management
Japan
$581K -$67.2K -620 -12%
WSC
1268
Wellington Shields & Co
New York
$580K -$14.3K -132 -3%
FCT
1269
First Community Trust
Iowa
$578K +$98.4K +908 +25%
WC
1270
Westhampton Capital
North Carolina
$576K -$8.67K -80 -2%
LA
1271
LexAurum Advisors
Kansas
$576K +$132K +1,220 +37%
RP
1272
Rice Partnership
Hawaii
$576K +$490K +4,520 New
MWM
1273
Mascagni Wealth Management
Mississippi
$571K +$180K +1,660 +59%
AFM
1274
Aspetuck Financial Management
Connecticut
$570K -$867 -8 -0.2%
CCA
1275
Cobblestone Capital Advisors
New York
$569K +$867 +8 +0.2%
49 50
51
52 53