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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1251
TownSquare Capital
Utah
$584K +$7.21K +68 +1%
KAS
1252
KPP Advisory Services
Kentucky
$583K -$157K -1,480 -20%
FWM
1253
Foguth Wealth Management
Michigan
$580K +$337K +3,176 New
IWA
1254
IVC Wealth Advisors
Pennsylvania
$578K -$5.93K -56 -0.9%
KCFA
1255
Key Client Fiduciary Advisors
New Jersey
$577K -$17K -160 -3%
BB
1256
Bell Bank
North Dakota
$575K +$25K +236 +4%
CCIA
1257
Cherry Creek Investment Advisors
Colorado
$574K +$29.7K +280 +5%
GSWM
1258
Golden State Wealth Management
California
$569K +$198K +1,864 +47%
TWM
1259
Trueblood Wealth Management
Ohio
$568K +$113K +1,064 +22%
PMG
1260
Private Management Group
California
$568K – – –
NB
1261
Nicolet Bankshares
Wisconsin
$568K +$389K +3,668 +173%
HNWAG
1262
High Net Worth Advisory Group
Florida
$566K +$13.6K +128 +2%
PFA
1263
Pure Financial Advisors
California
$566K +$143K +1,352 +30%
TC
1264
Trilogy Capital
California
$565K +$150K +1,412 +32%
CFP
1265
Catalyst Financial Partners
Massachusetts
$563K +$60.6K +572 +11%
WWP
1266
Wise Wealth Partners
Arizona
$558K -$93.3K -880 -13%
CAG
1267
Csenge Advisory Group
Florida
$554K -$855K -8,064 -59%
TCM
1268
Triumph Capital Management
Colorado
$551K +$45.4K +428 +8%
FCT
1269
First Community Trust
Iowa
$549K – – –
JC
1270
JM2 Capital
Oklahoma
$548K +$89.9K +848 +18%
DA
1271
Drake & Associates
Wisconsin
$547K +$593K +5,600 New
SVWAG
1272
Sound View Wealth Advisors Group
Georgia
$546K -$19.9K -188 -3%
PCA
1273
Pallas Capital Advisors
Massachusetts
$545K -$177K -1,668 -23%
WCA
1274
Westover Capital Advisors
Delaware
$544K -$178K -1,680 -23%
PWA
1275
Primoris Wealth Advisors
Florida
$544K -$2.82M -26,644 -83%
49 50
51
52 53