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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1526
Activest Wealth Management
Florida
$43.7K – – –
RTC
1527
Riverview Trust Company
Washington
$43.3K – – –
FP
1528
Financial Perspectives
Minnesota
$42.9K – – –
MAM
1529
Meeder Asset Management
Ohio
$41.4K -$221K -2,652 -86%
GLR
1530
Great Lakes Retirement
Ohio
$41.4K +$35.9K +432 New
OPTFSNA
1531
Old Point Trust & Financial Services N A
Virginia
$39.1K -$17K -204 -33%
AA
1532
AlphaCentric Advisors
Puerto Rico
$38.7K +$33.6K +404 New
KFS
1533
Kelly Financial Services
Massachusetts
$38.3K -$333 -4 -1%
BCWM
1534
Bartlett & Co Wealth Management
Ohio
$38.3K – – –
CFO
1535
CVA Family Office
Colorado
$38.3K – – –
FMB
1536
Field & Main Bank
Kentucky
$38.3K – – –
HCP
1537
Hexagon Capital Partners
Arkansas
$38.3K – – –
OA
1538
Operose Advisors
Wisconsin
$38.3K – – –
CIA
1539
Cape Investment Advisory
Georgia
$38.3K +$3.99K +48 +14%
CWC
1540
Carolinas Wealth Consulting
North Carolina
$38.3K +$8.31K +100 +33%
FFA
1541
Fairfield Financial Advisors
Massachusetts
$38.3K +$33.3K +400 New
HGA
1542
Hobbs Group Advisors
South Carolina
$37.6K +$32.6K +392 New
TCPG
1543
Trivant Custom Portfolio Group
California
$36.4K – – –
CTA
1544
Colonial Trust Advisors
South Carolina
$36K – – –
TAM
1545
Tucker Asset Management
Colorado
$36K +$31.3K +376 New
FDCP
1546
Foster Dykema Cabot & Partners
Massachusetts
$34.9K – – –
IUHSA
1547
Itau Unibanco Holding S.A.
Brazil
$33K +$28.6K +344 New
IGWM
1548
ICA Group Wealth Management
Colorado
$32.6K -$300K -3,608 -91%
UWS
1549
Unique Wealth Strategies
Illinois
$30.1K +$31.3K +376 New
TFF
1550
The Family Firm
Maryland
$29.9K +$25.9K +312 New
60 61
62
63 64