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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1551
WT Wealth Management
Arizona
$311K – – –
BTI
1552
Blue Trust Inc
Georgia
$310K -$286K -2,636 -52%
VCM
1553
Versant Capital Management
Arizona
$309K -$28.6K -264 -10%
GFA
1554
Gallagher Fiduciary Advisors
Illinois
$309K +$263K +2,428 New
OL
1555
Optas LLC
Texas
$307K +$4.77K +44 +2%
BCWM
1556
Bartlett & Co Wealth Management
Ohio
$307K +$99.7K +920 +62%
OL
1557
OneFund LLC
Florida
$306K +$6.5K +60 +3%
NAMP
1558
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$306K – – –
IFS
1559
Integrated Financial Solutions
Virginia
$306K +$152K +1,400 New
BWP
1560
BSW Wealth Partners
Colorado
$306K +$260K +2,400 New
RC
1561
Roundview Capital
New Jersey
$305K – – –
RFA
1562
Resurgent Financial Advisors
Georgia
$305K +$259K +2,392 New
SOS
1563
Silver Oak Securities
Tennessee
$304K -$2.17K -20 -0.8%
1WM
1564
1858 Wealth Management
Ohio
$303K – – –
IA
1565
IFG Advisors
Missouri
$303K +$258K +2,376 New
CAS
1566
Coppell Advisory Solutions
Texas
$302K -$10.4K -96 -4%
CAG
1567
Csenge Advisory Group
Florida
$301K +$14.7K +136 +6%
VA
1568
Valmark Advisers
Ohio
$300K -$35.1K -324 -12%
FCBT
1569
First Citizens Bank & Trust
North Carolina
$300K +$255K +2,356 New
TC
1570
Trilogy Capital
California
$297K -$3.47K -32 -1%
GBWM
1571
Granite Bay Wealth Management
New Hampshire
$297K +$253K +2,332 New
CGA
1572
Crescent Grove Advisors
Illinois
$295K -$28.2K -260 -10%
NFC
1573
Northeast Financial Consultants
Connecticut
$295K -$423K -3,900 -63%
APW
1574
Austin Private Wealth
Texas
$294K +$251K +2,312 New
AV
1575
Aspiring Ventures
Ohio
$294K +$6.07K +56 +2%
61 62
63
64 65