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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1501
Values First Advisors
Tennessee
$222K -$15.2K -160 -6%
GWANC
1502
Guardian Wealth Advisors (North Carolina)
North Carolina
$222K -$19.1K -200 -7%
CW
1503
Channel Wealth
California
$222K +$240K +2,520 New
VWA
1504
Visionary Wealth Advisors
Illinois
$222K +$240K +2,520 New
JWM
1505
Jeppson Wealth Management
California
$222K +$1.52K +16 +0.6%
FPCP
1506
Fort Point Capital Partners
California
$222K +$240K +2,516 New
KFI
1507
Key Financial Inc
Pennsylvania
$221K +$48.4K +508 +25%
RPWA
1508
Regent Peak Wealth Advisors
Georgia
$221K +$2.67K +28 +1%
FP
1509
Fiduciary Planning
Florida
$221K – – –
YIA
1510
YHB Investment Advisors
Connecticut
$220K +$238K +2,500 New
IP
1511
Integras Partners
Georgia
$220K – – –
VFPW
1512
Vantage Financial Partners (Wisconsin)
Wisconsin
$219K – – –
GM
1513
GeoWealth Management
Illinois
$218K -$221K -2,316 -48%
BAMG
1514
Brand Asset Management Group
Missouri
$217K +$381 +4 +0.2%
ALA
1515
Atlas Legacy Advisors
California
$217K -$762 -8 -0.3%
WWM
1516
WT Wealth Management
Arizona
$215K +$6.86K +72 +3%
SOS
1517
Silver Oak Securities
Tennessee
$215K -$21K -220 -8%
FWP
1518
Firethorn Wealth Partners
Georgia
$214K +$4.57K +48 +2%
CBA
1519
Coastal Bridge Advisors
Connecticut
$214K +$231K +2,424 New
NIWA
1520
New Insight Wealth Advisors
California
$213K -$4.57K -48 -2%
EWS
1521
Eagle Wealth Strategies
New Jersey
$213K -$1.91K -20 -0.8%
FWP
1522
Forefront Wealth Partners
Texas
$213K -$5.33K -56 -2%
ST
1523
Smithfield Trust
Pennsylvania
$212K +$174K +1,828 +334%
BFM
1524
Boothbay Fund Management
New York
$212K -$107K -1,124 -32%
SB
1525
Sunflower Bank
Texas
$212K – – –
59 60
61
62 63