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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NIWA
1351
New Insight Wealth Advisors
California
$240K +$209K +2,508 New
JIC
1352
Johnson Investment Counsel
Ohio
$239K +$208K +2,496 New
GWP
1353
Gateway Wealth Partners
Wisconsin
$239K +$207K +2,492 New
CIA
1354
Choate Investment Advisors
Massachusetts
$238K -$73.5K -884 -26%
BWL
1355
Bogart Wealth LLC
Virginia
$238K -$18.6K -224 -8%
SCP
1356
Sivia Capital Partners
California
$236K +$205K +2,460 New
BW
1357
Bison Wealth
Georgia
$236K – – –
LWM
1358
LJI Wealth Management
Indiana
$235K +$204K +2,456 New
QWM
1359
Quadcap Wealth Management
Texas
$235K +$204K +2,452 New
SSA
1360
Schonfeld Strategic Advisors
New York
$235K -$13.8M -166,416 -99%
BAMG
1361
Brand Asset Management Group
Missouri
$235K +$204K +2,448 New
FPCP
1362
Fort Point Capital Partners
California
$235K +$204K +2,448 New
ST
1363
Smithfield Trust
Pennsylvania
$233K -$8.98K -108 -4%
PFPT
1364
Pinnacle Financial Partners (Tennessee)
Tennessee
$233K -$154K -1,848 -43%
LFP
1365
Leeward Financial Partners
Washington
$231K +$201K +2,412 New
EWM
1366
Empirical Wealth Management
Washington
$231K +$200K +2,408 New
AWMT
1367
AAFMAA Wealth Management & Trust
North Carolina
$231K +$200K +2,408 New
WP
1368
Westmount Partners
California
$231K +$196K +2,352 New
LI
1369
LRI Investments
Florida
$230K +$200K +2,404 New
APWA
1370
Atlas Private Wealth Advisors
New Jersey
$230K +$200K +2,400 New
HHGA
1371
Halbert Hargrove Global Advisors
California
$230K +$200K +2,400 New
MA
1372
MJP Associates
Connecticut
$229K +$199K +2,392 New
T
1373
Tidemark
California
$229K +$14.3K +172 +8%
TCA
1374
Transcend Capital Advisors
New Jersey
$229K +$199K +2,388 New
GIA
1375
Gateway Investment Advisers
Ohio
$226K +$196K +2,360 New
53 54
55
56 57