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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1376
Paragon Private Wealth Management
Kentucky
$226K +$196K +2,356 New
TIA
1377
Trust Investment Advisors
Indiana
$225K +$196K +2,352 New
EFS
1378
Essex Financial Services
Connecticut
$225K +$78.5K +944 +34%
DFCM
1379
Dark Forest Capital Management
Puerto Rico
$225K -$19.9M -239,236 -99%
GCS
1380
Gordian Capital (Singapore)
Singapore
$225K +$26.6K +320 +16%
TF
1381
Trek Financial
Arizona
$225K +$195K +2,344 New
CFC
1382
Coyle Financial Counsel
Illinois
$224K – – –
GP
1383
Geneva Partners
Wisconsin
$224K +$195K +2,340 New
TPA
1384
Trivium Point Advisory
Connecticut
$224K +$195K +2,340 New
LF
1385
LifeSteps Financial
California
$223K +$69.2K +832 +56%
OWM
1386
Opes Wealth Management
California
$222K +$193K +2,320 New
SWM
1387
Shelton Wealth Management
Texas
$220K -$20.6K -248 -10%
I
1388
INVST
Indiana
$220K +$187K +2,244 New
LOAMU
1389
Lombard Odier Asset Management (USA)
New York
$219K -$463K -5,568 -71%
FPGT
1390
Financial Partners Group (Tennessee)
Tennessee
$219K +$190K +2,288 New
GFG
1391
Goldstone Financial Group
Illinois
$219K +$190K +2,284 New
SWA
1392
Sax Wealth Advisors
New Jersey
$219K +$190K +2,284 New
CFP
1393
Catalyst Financial Partners
Massachusetts
$218K +$189K +2,276 New
NP
1394
Nilsine Partners
Colorado
$217K +$189K +2,268 New
CAM
1395
Claret Asset Management
Quebec, Canada
$217K -$146K -1,752 -44%
FCM
1396
Fortis Capital Management
Washington
$217K +$188K +2,260 New
EWS
1397
Eagle Wealth Strategies
New Jersey
$216K -$144K -1,728 -43%
MC
1398
Marest Capital
California
$214K +$186K +2,236 New
MA
1399
Menlo Advisors
California
$214K +$187K +2,244 New
BFIC
1400
Bedell Frazier Investment Counselling
California
$213K +$185K +2,228 New
54 55
56
57 58