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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
1426
Net Worth Advisory Group
Utah
$398K +$369K +3,248 New
BAAM
1427
Baker Avenue Asset Management
California
$397K +$141K +1,236 +62%
PWG
1428
Portside Wealth Group
Utah
$396K +$39.1K +344 +12%
RFA
1429
Reyes Financial Architecture
California
$395K -$69.6K -612 -16%
SAM
1430
Strive Asset Management
Ohio
$394K -$70K -616 -16%
LWM
1431
Lionshead Wealth Management
New York
$393K – – –
KCIC
1432
Kuhn & Co Investment Counsel
Illinois
$393K – – –
EW
1433
Elyxium Wealth
California
$392K -$1.82K -16 -0.5%
KP
1434
Keel Point
Alabama
$391K -$5K -44 -1%
MSR
1435
Main Street Research
Connecticut
$391K +$363K +3,192 New
FCMA
1436
Foresight Capital Management Advisors
Michigan
$391K +$362K +3,188 New
TA
1437
TFB Advisors
Kansas
$391K +$131K +1,148 +56%
LF
1438
Lee Financial
Texas
$390K +$28.2K +248 +8%
TW
1439
TritonPoint Wealth
Maryland
$390K +$2.73K +24 +0.8%
IPWA
1440
International Private Wealth Advisors
California
$388K +$54.6K +480 +18%
LHWM
1441
Lake Hills Wealth Management
Texas
$387K +$79.1K +696 +28%
YWM
1442
Yukon Wealth Management
Kansas
$386K +$6.37K +56 +2%
MWP
1443
Madison Wealth Partners
Wisconsin
$386K -$13.6K -120 -4%
FPCP
1444
Fort Point Capital Partners
California
$385K -$20.5K -180 -5%
EWP
1445
Equity Wealth Partners
Missouri
$385K +$357K +3,144 New
BFA
1446
Bragg Financial Advisors
North Carolina
$385K -$91K -800 -20%
OFS
1447
OneAscent Financial Services
Alabama
$385K -$96.4K -848 -21%
AWC
1448
Abundance Wealth Counselors
Pennsylvania
$383K – – –
KIA
1449
KCM Investment Advisors
California
$383K +$107K +940 +43%
OWA
1450
Opal Wealth Advisors
New York
$383K +$297K +2,612 +510%
56 57
58
59 60