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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1576
Optas LLC
Texas
$298K +$53K +500 +20%
KFI
1577
Key Financial Inc
Pennsylvania
$297K +$12.7K +120 +4%
CFC
1578
Coyle Financial Counsel
Illinois
$297K -$120K -1,132 -27%
TSMHT
1579
Thurston Springer Miller Herd & Titak
Indiana
$294K +$58.1K +548 +22%
EGWAG
1580
Elwood & Goetz Wealth Advisory Group
Georgia
$293K +$9.32K +88 +3%
QPWM
1581
Quadrant Private Wealth Management
Pennsylvania
$293K +$17.8K +168 +6%
SFFS
1582
Stonehage Fleming Financial Services
Jersey
$293K – – –
PFM
1583
Patton Fund Management
Texas
$292K -$4.47M -42,164 -93%
FCG
1584
Financial Connections Group
California
$291K – – –
KC
1585
Knuff & Co
California
$290K +$315K +2,972 New
TW
1586
TritonPoint Wealth
Maryland
$290K +$20.3K +192 +7%
IIL
1587
Income Insurance Ltd
$290K – – –
AWC
1588
Abundance Wealth Counselors
Pennsylvania
$289K -$17.4K -164 -5%
DP
1589
DDD Partners
Washington
$289K -$211K -1,988 -40%
AWM
1590
Ameliora Wealth Management
Switzerland
$289K – – –
PWC
1591
Pathfinder Wealth Consulting
North Carolina
$289K +$10.6K +100 +3%
MA
1592
MONECO Advisors
Connecticut
$288K -$32.2K -304 -9%
TWM
1593
Triton Wealth Management
Arizona
$287K +$44.5K +420 +17%
RI
1594
Rinkey Investments
California
$287K -$81.8K -772 -21%
WG
1595
Warner Group
Connecticut
$287K -$11.4K -108 -4%
AW
1596
Alteri Wealth
California
$287K -$4.66K -44 -1%
RFA
1597
Resurgent Financial Advisors
Georgia
$287K +$110K +1,040 +55%
LF
1598
Lee Financial
Texas
$286K – – –
ACM
1599
Appalachian Capital Management
Ohio
$285K +$33.5K +316 +12%
WFI
1600
West Family Investments
California
$285K -$258K -2,432 -45%
62 63
64
65 66