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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1301
Lee Financial
Texas
$212K +$215K +3,024 New
VCAM
1302
Van Cleef Asset Management
Ohio
$210K – – –
SFFS
1303
Stonehage Fleming Financial Services
Jersey
$210K +$213K +3,000 New
GWM
1304
Greenwich Wealth Management
Connecticut
$209K -$3.41K -48 -2%
SFI
1305
SPC Financial Inc
Maryland
$209K +$212K +2,980 New
SPC
1306
Spirepoint Private Client
Florida
$209K -$852 -12 -0.4%
BFIC
1307
Bedell Frazier Investment Counselling
California
$208K +$52.6K +740 +33%
WFA
1308
WMG Financial Advisors
Tennessee
$208K +$13.4K +188 +7%
FIA
1309
FNY Investment Advisers
New York
$208K +$212K +2,980 New
UW
1310
Unique Wealth
Florida
$208K +$25K +352 +13%
RSWM
1311
Robertson Stephens Wealth Management
California
$208K +$11.1K +156 +6%
OCM
1312
Objective Capital Management
Ohio
$207K +$210K +2,952 New
SW
1313
Simplicity Wealth
New Jersey
$204K -$2.04M -28,760 -91%
EA
1314
Everpar Advisors
Oklahoma
$204K -$42.6K -600 -17%
GWP
1315
Gateway Wealth Partners
Wisconsin
$203K +$28.4K +400 +16%
QCG
1316
Quadrant Capital Group
Ohio
$202K +$105K +1,480 +105%
TW
1317
Transform Wealth
Colorado
$202K +$205K +2,880 New
MPM
1318
MBB Public Markets
Illinois
$202K -$4.41M -62,068 -96%
TW
1319
TrinityPoint Wealth
Connecticut
$202K -$128K -1,808 -39%
AIM
1320
Acropolis Investment Management
Missouri
$202K +$5.4K +76 +3%
TPA
1321
Trivium Point Advisory
Connecticut
$201K -$1.7K -24 -1%
SLWA
1322
San Luis Wealth Advisors
California
$201K +$204K +2,872 New
EC
1323
EntryPoint Capital
New York
$201K +$203K +2,864 New
AA
1324
Alta Advisers
United Kingdom
$196K – – –
AWM
1325
Ameliora Wealth Management
Switzerland
$196K – – –
51 52
53
54 55