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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
1551
Kuhn & Co Investment Counsel
Illinois
$313K – – –
FP
1552
Fiduciary Planning
Florida
$313K +$84.8K +800 +33%
AT
1553
Avalon Trust
New Mexico
$312K – – –
MWA
1554
MN Wealth Advisors
Kansas
$312K +$117K +1,100 +52%
CS
1555
Crescent Sterling
Louisiana
$312K +$146K +1,380 +76%
CP
1556
Canopy Partners
Ohio
$312K +$49.2K +464 +17%
TWPM
1557
Total Wealth Planning & Management
Florida
$312K +$12.7K +120 +4%
FCM
1558
Fortis Capital Management
Washington
$311K +$42.4K +400 +14%
MUMSS
1559
Mitsubishi UFJ Morgan Stanley Securities
Japan
$311K -$952K -8,980 -74%
GWM
1560
Gibbs Wealth Management
Georgia
$311K +$337K +3,184 New
EWP
1561
Equity Wealth Partners
Missouri
$310K +$4.24K +40 +1%
CAM
1562
Concorde Asset Management
Michigan
$310K -$393K -3,712 -54%
DWM
1563
Defined Wealth Management
Oregon
$308K +$6.36K +60 +2%
AAMG
1564
AMG Asset Management Group
Georgia
$308K +$335K +3,160 New
SIS
1565
Strategic Investment Solutions
Illinois
$308K +$244K +2,300 +269%
SW
1566
StrongBox Wealth
Missouri
$307K +$13.6K +128 +4%
VAG
1567
VisionPoint Advisory Group
Texas
$306K -$2.97K -28 -0.9%
ACM
1568
Allred Capital Management
Texas
$306K +$8.9K +84 +3%
IAS
1569
Integrity Advisory Solutions
Texas
$305K -$130K -1,224 -28%
FFA
1570
Florida Financial Advisors
Florida
$305K +$5.51K +52 +2%
RBWA
1571
RFG - Bristol Wealth Advisors
Massachusetts
$303K -$101K -952 -23%
MSFS
1572
Main Street Financial Solutions
Pennsylvania
$302K +$29.7K +280 +10%
SCM
1573
Sunbeam Capital Management
Georgia
$301K +$82.7K +780 +34%
EWA
1574
Eagle Wealth Advisors
Connecticut
$301K +$52.1K +492 +19%
MAP
1575
Moody Aldrich Partners
Massachusetts
$300K -$2.54K -24 -0.8%
61 62
63
64 65