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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
1401
First Affirmative Financial Network
Colorado
$433K +$34.3K +316 +10%
LI
1402
LRI Investments
Florida
$432K +$41.6K +384 +13%
BFS
1403
BridgePort Financial Solutions
Iowa
$432K +$368K +3,392 New
MFG
1404
Mosaic Financial Group
Illinois
$429K -$10.4K -96 -3%
OAM
1405
Oxford Asset Management
United Kingdom
$428K +$365K +3,364 New
SAM
1406
Silvercrest Asset Management
New York
$427K +$62K +572 +21%
HL
1407
HeadInvest LLC
Maine
$427K -$867 -8 -0.2%
RWMG
1408
Redwood Wealth Management Group
New Jersey
$426K – – –
TWM
1409
TCFG Wealth Management
California
$424K +$34.7K +320 +11%
PCP
1410
Proficio Capital Partners
Massachusetts
$423K +$16.5K +152 +5%
FPCP
1411
Fort Point Capital Partners
California
$423K +$87.6K +808 +32%
WFA
1412
WMG Financial Advisors
Tennessee
$422K +$57.2K +528 +19%
WB
1413
Webster Bank
Connecticut
$421K +$122K +1,128 +52%
CWM
1414
Cahaba Wealth Management
Georgia
$421K +$23.8K +220 +7%
PJSIMP
1415
P.J. Schmidt Investment Management (PJS)
Wisconsin
$420K – – –
TNB
1416
Thomasville National Bank
Georgia
$418K -$55.9K -516 -14%
MCC
1417
Money Concepts Capital
Florida
$417K -$46K -424 -11%
CI
1418
CX Institutional
Indiana
$417K +$140K +1,296 +65%
MWP
1419
Madison Wealth Partners
Wisconsin
$416K -$77.6K -716 -18%
WAM
1420
Worth Asset Management
Texas
$415K -$48.1K -444 -12%
BAM
1421
Brave Asset Management
New Jersey
$415K – – –
KP
1422
Keel Point
Alabama
$412K +$70.2K +648 +25%
EW
1423
Elyxium Wealth
California
$409K +$20.8K +192 +6%
LWM
1424
Lionshead Wealth Management
New York
$408K – – –
KCIC
1425
Kuhn & Co Investment Counsel
Illinois
$408K -$150K -1,380 -30%
55 56
57
58 59