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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1301
Robertson Stephens Wealth Management
California
$269K -$87.5K -1,052 -27%
AC
1302
Allstate Corporation
Illinois
$269K – – –
TPWA
1303
Twin Peaks Wealth Advisors
California
$269K +$4.66K +56 +2%
AIM
1304
Acropolis Investment Management
Missouri
$268K – – –
AA
1305
Alta Advisers
United Kingdom
$268K – – –
AWM
1306
Ameliora Wealth Management
Switzerland
$268K – – –
SAM
1307
SP Asset Management
California
$268K – – –
VCM
1308
Vision Capital Management
Oregon
$268K – – –
VFA
1309
Voya Financial Advisors
Connecticut
$268K -$13.6K -164 -6%
HPC
1310
HM Payson & Co
Maine
$267K +$30.3K +364 +15%
WFA
1311
WMG Financial Advisors
Tennessee
$266K +$231K +2,780 New
SI
1312
Stonekeep Investments
New Mexico
$266K +$231K +2,776 New
WFA
1313
Wellspring Financial Advisors
Ohio
$264K +$229K +2,756 New
BWM
1314
Birchcreek Wealth Management
Ohio
$264K -$79.5K -956 -26%
LHWM
1315
Lake Hills Wealth Management
Texas
$263K +$333 +4 +0.1%
AWA
1316
Aaron Wealth Advisors
Illinois
$262K +$228K +2,740 New
EMAM
1317
Encompass More Asset Management
California
$262K +$227K +2,736 New
VSQM
1318
V-Square Quantitative Management
Illinois
$262K +$95.8K +1,152 +73%
WHCFA
1319
William Howard & Co Financial Advisors
Tennessee
$261K +$226K +2,720 New
SAM
1320
Silvercrest Asset Management
New York
$261K – – –
BAM
1321
Berkshire Asset Management
Pennsylvania
$260K – – –
RWA
1322
River Wealth Advisors
Pennsylvania
$259K +$2K +24 +0.9%
LIM
1323
Loudon Investment Management
New Hampshire
$259K – – –
TTWM
1324
TCV Trust & Wealth Management
Virginia
$259K +$225K +2,700 New
TNB
1325
Thomasville National Bank
Georgia
$258K – – –
51 52
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