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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1351
EdgeRock Capital
Colorado
$935K -$155K -1,088 -18%
AOWM
1352
Asset One Wealth Management
Washington
$935K +$1.83M +12,860 +246%
CI
1353
Corient IA
Florida
$931K – – –
SSWM
1354
Smith Salley Wealth Management
North Carolina
$931K -$205K -1,440 -23%
WCA
1355
Westover Capital Advisors
Delaware
$929K -$101K -708 -13%
BCA
1356
Bay Colony Advisors
Massachusetts
$927K +$14.2K +100 +2%
JCM
1357
Jacobi Capital Management
Pennsylvania
$925K -$57.4K -404 -8%
WDG
1358
Wealth Dimensions Group
Ohio
$923K -$4.55K -32 -0.7%
KIA
1359
KCM Investment Advisors
California
$922K -$5.12K -36 -0.7%
GA
1360
Goldstein Advisors
Wisconsin
$919K +$3.41K +24 +0.5%
ECM
1361
EMC Capital Management
Texas
$917K +$2.73M +19,200 New
ONB
1362
Old National Bancorp
Indiana
$917K +$89.2K +628 +15%
HWA
1363
HHM Wealth Advisors
Tennessee
$916K -$2.84K -20 -0.4%
SIA
1364
SeaBridge Investment Advisors
New Jersey
$916K – – –
BA
1365
Bridgewater Advisors
New York
$915K +$2.3M +16,180 +242%
QWP
1366
Quotient Wealth Partners
Texas
$915K -$23.9K -168 -3%
CWA
1367
Clarity Wealth Advisors
California
$915K -$1.14K -8 -0.2%
CAL
1368
Capital Analysts LLC
Pennsylvania
$914K -$182K -1,284 -21%
TCWM
1369
Total Clarity Wealth Management
Illinois
$912K +$679K +4,780 New
S
1370
Sunpointe
Missouri
$910K -$10.2K -72 -1%
PWP
1371
Ponta Wealth Partners
Florida
$905K +$72.2K +508 +12%
T
1372
Tidemark
California
$902K +$56.3K +396 +9%
SW
1373
SkyOak Wealth
Michigan
$898K -$416K -2,928 -38%
TPI
1374
Trust Point Inc
Wisconsin
$894K -$3.41K -24 -0.5%
SWA
1375
Strategies Wealth Advisors
Michigan
$894K -$335K -2,360 -34%
53 54
55
56 57