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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1476
Milestone Asset Management
Pennsylvania
$755K +$97.2K +684 +5%
CF
1477
Carlson Financial
Oregon
$750K -$20.5K -144 -4%
OWMIAS
1478
One Wealth Management Investment & Advisory Services
Florida
$749K -$90.4K -636 -14%
SG
1479
StepStone Group
California
$748K +$2.23M +15,688 New
WC
1480
Westhampton Capital
North Carolina
$747K -$14.2K -100 -2%
TPWA
1481
TRUE Private Wealth Advisors
Oregon
$747K -$58.5K -412 -10%
MF
1482
Meridian Financial
Massachusetts
$746K – – –
AWC
1483
Abundance Wealth Counselors
Pennsylvania
$746K +$135K +948 +32%
ORC
1484
O'Rourke & Company
Massachusetts
$746K – – –
LWM
1485
LJI Wealth Management
Indiana
$746K +$92.6K +652 +20%
CA
1486
COFG Advisors
Illinois
$743K -$3.98K -28 -0.7%
LWM
1487
Lodestone Wealth Management
Washington
$743K -$48.3K -340 -8%
AIP
1488
Almanack Investment Partners
Pennsylvania
$740K +$551K +3,880 New
DE
1489
Defiance ETFs
New York
$740K +$1.71M +12,060 +371%
SLC
1490
Second Line Capital
Louisiana
$739K -$93.8K -660 -15%
BHC
1491
Bull Harbor Capital
Maryland
$738K +$23.9K +168 +5%
FWM
1492
Focused Wealth Management
New York
$734K -$29K -204 -5%
SYBT
1493
Stock Yards Bank & Trust
Kentucky
$733K -$85.2K -600 -14%
SCI
1494
Stableford Capital II
Arizona
$733K -$1.91M -13,472 -78%
PCP
1495
Proficio Capital Partners
Massachusetts
$733K +$546K +3,840 New
AA
1496
Alta Advisers
United Kingdom
$731K – – –
FFS
1497
Founders Financial Securities
Maryland
$730K +$6.25K +44 +1%
FPCP
1498
Fort Point Capital Partners
California
$730K -$568 -4 -0.1%
GFP
1499
Gryphon Financial Partners
Ohio
$729K +$33K +232 +6%
TFG
1500
Turner Financial Group
Florida
$729K +$543K +3,824 New
58 59
60
61 62