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CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1501
Accredited Investors
Minnesota
$341K -$29.7K -280 -7%
IIM
1502
IFC & Insurance Marketing
California
$341K -$4.24K -40 -1%
IPW
1503
Impact Partnership Wealth
Georgia
$340K +$370K +3,488 New
MA
1504
MJP Associates
Connecticut
$340K -$72.5K -684 -16%
CFSG
1505
Clark Financial Services Group
Missouri
$339K +$368K +3,476 New
RPWA
1506
Regent Peak Wealth Advisors
Georgia
$339K +$10.2K +96 +3%
BFWA
1507
Benchmark Financial Wealth Advisors
Florida
$338K +$37.3K +352 +11%
AFA
1508
American Financial Advisors
Georgia
$338K -$46.2K -436 -11%
TAM
1509
Tocqueville Asset Management
New York
$338K -$194K -1,828 -35%
CPWM
1510
Cypress Point Wealth Management
Texas
$335K +$20.3K +192 +6%
WFA
1511
Wellspring Financial Advisors
Ohio
$335K -$21.6K -204 -6%
BAMG
1512
Brand Asset Management Group
Missouri
$335K +$65.3K +616 +22%
NDSI
1513
Newman Dignan & Sheerar Inc
Rhode Island
$335K +$18.2K +172 +5%
AIM
1514
Acropolis Investment Management
Missouri
$334K +$7.21K +68 +2%
BWP
1515
Barlow Wealth Partners
Kentucky
$334K +$106K +1,000 +46%
EWA
1516
Exit Wealth Advisors
Georgia
$334K +$5.09K +48 +1%
SCM
1517
Saxony Capital Management
Missouri
$333K +$22.5K +212 +7%
SA
1518
Spear Advisors
New York
$332K -$2.82M -26,576 -89%
AMPWP
1519
Alvarez & Marsal Private Wealth Partners
Florida
$332K -$24.6K -232 -6%
UWP
1520
Uniting Wealth Partners
Kansas
$332K -$424K -4,000 -54%
IA
1521
IFC Advisors
California
$331K -$106K -1,004 -23%
BAM
1522
Blueshift Asset Management
New Jersey
$330K -$120K -1,132 -25%
HL
1523
HeadInvest LLC
Maine
$329K +$2.12K +20 +0.6%
MFG
1524
Mosaic Financial Group
Illinois
$329K – – –
HBW
1525
Hazlett, Burt & Watson
West Virginia
$328K -$2.12K -20 -0.6%
59 60
61
62 63