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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1501
IFC & Insurance Marketing
California
$719K +$39.2K +276 +8%
GB
1502
Goepper Burkhardt
South Carolina
$718K -$24.4K -172 -4%
MK
1503
MASTERINVEST Kapitalanlage
$718K – – –
SA
1504
Skyline Advisors
Washington
$717K -$35.8K -252 -6%
GWS
1505
Greykasell Wealth Strategies
California
$716K +$25.6K +180 +5%
TWPM
1506
Total Wealth Planning & Management
Florida
$714K +$78.4K +552 +17%
RZH
1507
Relyea Zuckerberg Hanson
Connecticut
$710K +$228K +1,608 +76%
OCM
1508
Osbon Capital Management
Massachusetts
$707K – – –
RFA
1509
Rollins Financial Advisors
New York
$704K +$151K +1,060 +40%
AWM
1510
Avaii Wealth Management
Wisconsin
$702K -$7.96K -56 -1%
CIG
1511
Cascade Investment Group
Colorado
$702K -$42.6K -300 -8%
MWM
1512
Mattern Wealth Management
Kansas
$701K +$522K +3,676 New
JPLA
1513
Joseph P. Lucia & Associates
New York
$700K -$5.68K -40 -1%
MAWA
1514
Moss Adams Wealth Advisors
Washington
$698K +$84.1K +592 +19%
FC
1515
Fjell Capital
North Dakota
$698K +$189K +1,332 +57%
BCM
1516
Boltwood Capital Management
California
$694K +$8.52K +60 +2%
ABC
1517
Associated Banc-Corp
Wisconsin
$693K +$516K +3,632 New
AA
1518
Ancora Advisors
Ohio
$691K +$52.3K +368 +11%
EGA
1519
E&G Advisors
Texas
$690K -$61.4K -432 -11%
ALA
1520
Atlas Legacy Advisors
California
$690K +$68.8K +484 +15%
ACM
1521
Aljian Capital Management
Nevada
$687K -$207K -1,460 -29%
AWMT
1522
AAFMAA Wealth Management & Trust
North Carolina
$686K -$116K -820 -19%
MAG
1523
M3 Advisory Group
Massachusetts
$684K -$33K -232 -6%
KCP
1524
Kera Capital Partners
California
$682K -$13.1K -92 -3%
BWL
1525
Bogart Wealth LLC
Virginia
$681K -$3.98K -28 -0.8%
59 60
61
62 63