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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1476
Portside Wealth Group
Utah
$368K +$313K +2,888 New
MIM
1477
Montgomery Investment Management
Maryland
$367K -$175K -1,616 -36%
DI
1478
Diligent Investors
California
$367K -$260K -2,400 -45%
SCTC
1479
Sanibel Captiva Trust Company
Florida
$366K +$311K +2,872 New
SWM
1480
Scissortail Wealth Management
Oklahoma
$365K +$311K +2,868 New
PFA
1481
Petra Financial Advisors
Colorado
$363K +$309K +2,852 New
EAM
1482
Evanson Asset Management
California
$363K -$15.2K -140 -5%
CA
1483
Continuum Advisory
Idaho
$362K -$31.7K -292 -9%
ML
1484
McAdam LLC
Pennsylvania
$362K +$57.2K +528 +23%
AIM
1485
Acropolis Investment Management
Missouri
$362K – – –
HCA
1486
Harbour Capital Advisors
Virginia
$361K – – –
UAG
1487
United Advisor Group
Ohio
$361K +$22.1K +204 +8%
IVP
1488
Intrinsic Value Partners
Arizona
$359K – – –
MAWA
1489
Moss Adams Wealth Advisors
Washington
$357K +$6.94K +64 +2%
KFI
1490
Key Financial Inc
Pennsylvania
$357K +$31.7K +292 +12%
SAM
1491
SP Asset Management
California
$357K -$86.7K -800 -22%
AIM
1492
Avity Investment Management
Connecticut
$357K – – –
VCM
1493
Vision Capital Management
Oregon
$357K – – –
1M
1494
1248 Management
Missouri
$355K – – –
WMA
1495
West Michigan Advisors
Michigan
$355K +$302K +2,788 New
SWA
1496
SOA Wealth Advisors
New York
$353K +$68.5K +632 +29%
CRI
1497
Colonial River Investments
Virginia
$353K +$33.8K +312 +12%
LWM
1498
Laidlaw Wealth Management
New York
$352K -$35.1K -324 -10%
PA
1499
Procyon Advisors
Connecticut
$351K -$621K -5,728 -67%
AFO
1500
Arrowroot Family Office
California
$351K +$299K +2,760 New
58 59
60
61 62