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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1476
Diligent Investors
California
$368K +$13.6K +120 +4%
HPC
1477
HM Payson & Co
Maine
$368K +$29.6K +260 +9%
FFO
1478
Fiduciary Family Office
Florida
$367K -$10K -88 -3%
FCG
1479
Financial Connections Group
California
$365K – – –
AWM
1480
Ameliora Wealth Management
Switzerland
$363K – – –
PA
1481
Promethium Advisors
Maryland
$362K -$60K -528 -15%
ACM
1482
Allred Capital Management
Texas
$362K – – –
BWM
1483
Baron Wealth Management
Michigan
$361K -$3.64K -32 -1%
NA
1484
Nautilus Advisors
California
$361K – – –
AW
1485
Alteri Wealth
California
$361K +$455 +4 +0.1%
TW
1486
Trajan Wealth
Arizona
$358K +$332K +2,920 New
GSWM
1487
Greenup Street Wealth Management
Michigan
$358K +$332K +2,916 New
PP
1488
Patron Partners
Texas
$357K -$158K -1,392 -32%
BFM
1489
Boothbay Fund Management
New York
$357K +$111K +980 +51%
CCC
1490
Compass Capital Corp
Massachusetts
$357K +$291K +2,560 New
EL
1491
Essex LLC
Illinois
$357K -$77.8K -684 -19%
SWM
1492
Scissortail Wealth Management
Oklahoma
$357K +$4.55K +40 +1%
JPLA
1493
Joseph P. Lucia & Associates
New York
$356K +$25K +220 +8%
HBW
1494
Hazlett, Burt & Watson
West Virginia
$356K +$25K +220 +8%
UAG
1495
United Advisor Group
Ohio
$355K +$7.28K +64 +2%
MAWA
1496
Moss Adams Wealth Advisors
Washington
$355K +$10K +88 +3%
CAAS
1497
Capital Asset Advisory Services
Michigan
$354K -$31.4K -276 -9%
MIM
1498
Montgomery Investment Management
Maryland
$354K – – –
1WM
1499
1858 Wealth Management
Ohio
$354K +$57.3K +504 +21%
SMH
1500
Sanders Morris Harris
Texas
$353K +$327K +2,880 New
58 59
60
61 62