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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1301
Gateway Wealth Partners
Wisconsin
$314K +$64.8K +780 +27%
SSA
1302
Schonfeld Strategic Advisors
New York
$313K +$71.5K +860 +31%
LWM
1303
LJI Wealth Management
Indiana
$313K -$13.3K -160 -4%
SB
1304
SIG Brokerage
New York
$312K +$303K +3,644 New
SSA
1305
Sierra Summit Advisors
Nevada
$311K +$303K +3,640 New
CGL
1306
Clarius Group LLC
Washington
$311K +$302K +3,636 New
FCT
1307
First Community Trust
Iowa
$311K – – –
NC
1308
NovaPoint Capital
Georgia
$310K +$33.3K +400 +12%
MCC
1309
Money Concepts Capital
Florida
$309K +$13K +156 +5%
OCBCO
1310
Oversea-Chinese Banking Corp (OCBC)
Singapore
$309K -$531K -6,388 -65%
TFA
1311
Toth Financial Advisory
Virginia
$308K +$1.66K +20 +0.6%
SAM
1312
SP Asset Management
California
$308K – – –
WPW
1313
Warther Private Wealth
Ohio
$307K -$689K -8,284 -70%
SFG
1314
Shum Financial Group
California
$305K +$61.8K +744 +26%
DACG
1315
Donor Advised Charitable Giving
California
$305K – – –
CCIA
1316
Campbell & Co Investment Adviser
Maryland
$305K +$296K +3,560 New
LAM
1317
L2 Asset Management
Massachusetts
$304K +$665 +8 +0.2%
MC
1318
Machina Capital
France
$304K +$295K +3,552 New
GWS
1319
Greykasell Wealth Strategies
California
$303K +$295K +3,548 New
AC
1320
ASB Consultores
Florida
$303K – – –
EWM
1321
Executive Wealth Management
Michigan
$302K -$41.9K -504 -13%
BFM
1322
Boothbay Fund Management
New York
$302K +$293K +3,528 New
EAM
1323
Empirical Asset Management
Massachusetts
$300K +$11M +132,220 New
JRP
1324
Jasper Ridge Partners
California
$298K +$290K +3,484 New
QWP
1325
Quotient Wealth Partners
Texas
$297K +$22.3K +268 +8%
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