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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ATI
1301
ARK & TLK Investments
Oklahoma
$531K +$297K +2,612 +152%
RBC
1302
Romano Brothers & Co
Illinois
$530K +$11.4K +100 +2%
CIA
1303
Cohen Investment Advisors
New Hampshire
$529K -$34.6K -304 -7%
CAS
1304
Coppell Advisory Solutions
Texas
$528K +$216K +1,904 +79%
CFO
1305
Custos Family Office
Texas
$525K – – –
FA
1306
Fountainhead AM
New Jersey
$525K +$60.9K +536 +14%
IFU
1307
iSAM Funds (UK)
United Kingdom
$521K +$483K +4,248 New
SMA
1308
Sage Mountain Advisors
Georgia
$520K -$11.8K -104 -2%
RCG
1309
Regatta Capital Group
California
$518K +$295K +2,596 +159%
GAA
1310
Guardian Asset Advisors
Pennsylvania
$517K -$110K -968 -19%
GT
1311
Glenview Trust
Kentucky
$516K -$1.36K -12 -0.3%
EFG
1312
Elm3 Financial Group
Georgia
$515K +$5.46K +48 +1%
KA
1313
Kercheville Advisors
Texas
$515K -$973K -8,560 -67%
PWM
1314
Paulson Wealth Management
Illinois
$515K +$19.1K +168 +4%
RSWM
1315
Robertson Stephens Wealth Management
California
$514K -$55.5K -488 -10%
CFC
1316
Coyle Financial Counsel
Illinois
$512K – – –
GFPC
1317
Global Financial Private Client
Florida
$510K +$25K +220 +6%
AIM
1318
Aspen Investment Management
Michigan
$509K +$44.1K +388 +10%
KNW
1319
Kesler Norman & Wride
Utah
$508K -$458K -4,028 -40%
RFC
1320
Regions Financial Corp
Alabama
$508K +$7.28K +64 +2%
PFA
1321
Pure Financial Advisors
California
$507K +$65K +572 +16%
RMDI
1322
R.M. Davis Inc
Maine
$505K – – –
EA
1323
Everpar Advisors
Oklahoma
$505K -$30.9K -272 -6%
LRWM
1324
Lord & Richards Wealth Management
Colorado
$504K +$76.4K +672 +20%
CIA
1325
Choate Investment Advisors
Massachusetts
$499K +$168K +1,480 +57%
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