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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1501
LJI Wealth Management
Indiana
$384K – – –
IW
1502
Imprint Wealth
South Carolina
$383K -$416K -3,268 -50%
TCOV
1503
Trust Company of Vermont
Vermont
$383K -$66.2K -520 -14%
NDSI
1504
Newman Dignan & Sheerar Inc
Rhode Island
$382K +$28K +220 +7%
MA
1505
MONECO Advisors
Connecticut
$382K +$145K +1,140 +54%
SC
1506
Sapient Capital
Indiana
$381K +$105K +828 +35%
TDB
1507
Thompson David Blair
$381K +$414K +3,252 New
CPWM
1508
Cypress Point Wealth Management
Texas
$380K +$204K +1,604 +98%
TWM
1509
Thryve Wealth Management
Texas
$379K +$412K +3,236 New
BAAM
1510
Baker Avenue Asset Management
California
$379K -$1.02K -8 -0.2%
PJSIMP
1511
P.J. Schmidt Investment Management (PJS)
Wisconsin
$377K -$10.2K -80 -2%
LWM
1512
Lionshead Wealth Management
New York
$376K – – –
WWM
1513
Westwood Wealth Management
California
$376K +$408K +3,208 New
KCIC
1514
Kuhn & Co Investment Counsel
Illinois
$375K – – –
RWMG
1515
Redwood Wealth Management Group
New Jersey
$375K -$13.7K -108 -3%
AT
1516
Avalon Trust
New Mexico
$375K +$151K +1,184 +59%
WPP
1517
Whalerock Point Partners
Rhode Island
$375K +$407K +3,200 New
SCM
1518
Saxony Capital Management
Missouri
$375K -$24.4K -192 -6%
CIM
1519
Cambria Investment Management
California
$375K +$407K +3,196 New
SWA
1520
SOA Wealth Advisors
New York
$373K -$8.66K -68 -2%
IPWA
1521
International Private Wealth Advisors
California
$371K – – –
VAG
1522
VisionPoint Advisory Group
Texas
$371K +$403K +3,164 New
MAWA
1523
Moss Adams Wealth Advisors
Washington
$369K +$33.1K +260 +9%
EWP
1524
Equity Wealth Partners
Missouri
$368K -$1.02K -8 -0.3%
BWM
1525
BCS Wealth Management
Tennessee
$368K +$399K +3,136 New
59 60
61
62 63