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CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
1401
Net Worth Advisory Group
Utah
$850K -$110K -776 -15%
KFP
1402
Kerr Financial Planning
California
$849K – – –
AAMG
1403
AMG Asset Management Group
Georgia
$845K +$180K +1,268 +40%
SA
1404
Sacks & Associates
New Jersey
$844K +$1.89M +13,272 +300%
BAM
1405
Brave Asset Management
New Jersey
$841K – – –
AC
1406
Apella Capital
Connecticut
$841K +$1.85M +13,048 +308%
ZIM
1407
Zacks Investment Management
Illinois
$837K +$50K +352 +9%
LRWM
1408
Lord & Richards Wealth Management
Colorado
$836K -$46K -324 -7%
CCWM
1409
Correct Capital Wealth Management
Missouri
$835K -$284K -2,000 -31%
RA
1410
Range Advisory
Virginia
$833K +$257K +1,808 +71%
BPAMU
1411
BTG Pactual Asset Management US
New York
$832K – – –
SIS
1412
Sound Income Strategies
Florida
$831K +$30.7K +216 +5%
TCOV
1413
Trust Company of Vermont
Vermont
$830K +$618K +4,352 New
KFC
1414
Klingenstein Fields & Co
New York
$830K +$22.2K +156 +4%
MFA
1415
Morling Financial Advisors
California
$829K +$568 +4 +0.1%
JTF
1416
J. Team Financial
Texas
$827K +$44.3K +312 +8%
TIS
1417
Titan Investment Solutions
$825K -$190K -1,340 -7%
DI
1418
Diligent Investors
California
$824K -$5.68K -40 -0.9%
SB
1419
Strategic Blueprint
Georgia
$824K -$122K -856 -17%
KCM
1420
Kathmere Capital Management
Pennsylvania
$821K +$86.9K +612 +17%
T
1421
TOBAM
France
$821K -$524K -3,688 -46%
CPW
1422
Cove Private Wealth
New York
$819K +$610K +4,292 New
RPCONE
1423
Retirement Planning Company of New England
Rhode Island
$818K +$609K +4,288 New
MMCM
1424
Murphy & Mullick Capital Management
New York
$818K -$27.3K -192 -4%
AWMA
1425
Arbor Wealth Management (Arizona)
Arizona
$813K +$568 +4 +0.1%
55 56
57
58 59