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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1426
Marshall & Sterling Wealth Advisors
New York
$801K -$63.6K -448 -10%
WSC
1427
Wellington Shields & Co
New York
$801K -$5.68K -40 -0.9%
CIA
1428
Cohen Investment Advisors
New Hampshire
$798K – – –
PIA
1429
Panoramic Investment Advisors
Colorado
$797K +$9.09K +64 +2%
GWM
1430
Goldenstone Wealth Management
California
$797K +$43.8K +308 +8%
HL
1431
HeadInvest LLC
Maine
$796K +$114K +800 +24%
EL
1432
Essex LLC
Illinois
$794K +$36.9K +260 +7%
SGI
1433
Summit Global Investments
Utah
$794K – – –
FCMA
1434
Foresight Capital Management Advisors
Michigan
$792K +$63.1K +444 +12%
LOWM
1435
Laurel Oak Wealth Management
New Jersey
$791K -$344K -2,424 -37%
RSWM
1436
Robertson Stephens Wealth Management
California
$790K -$3.41K -24 -0.6%
BWM
1437
Baron Wealth Management
Michigan
$790K +$72.7K +512 +14%
SWM
1438
SHP Wealth Management
Massachusetts
$785K -$3.98K -28 -0.7%
PCA
1439
Prosperity Capital Advisors
Ohio
$784K -$8.52K -60 -1%
QF
1440
QVT Financial
New York
$782K – – –
IGGA
1441
Iron Gate Global Advisors
Utah
$781K -$15.9K -112 -3%
QFP
1442
Quantum Financial Partners
Kansas
$781K +$581K +4,092 New
EPW
1443
Evolve Private Wealth
California
$780K -$297K -2,088 -34%
FPL
1444
Fortress Private Ledger
North Carolina
$773K +$576K +4,052 New
HAS
1445
HBW Advisory Services
California
$772K -$288K -2,028 -33%
IP
1446
Indivisible Partners
Florida
$771K -$71.6K -504 -11%
CA
1447
Continuum Advisory
Idaho
$770K -$181K -1,276 -24%
LSIA
1448
LaSalle St. Investment Advisors
Illinois
$769K +$9.66K +68 +2%
IVP
1449
Intrinsic Value Partners
Arizona
$767K – – –
FDW
1450
Fourth Dimension Wealth
Ohio
$765K +$326K +2,292 +133%
56 57
58
59 60