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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RBWA
1601
RFG - Bristol Wealth Advisors
Massachusetts
$591K – – –
VCM
1602
Versant Capital Management
Arizona
$591K -$130K -912 -23%
CFC
1603
Coyle Financial Counsel
Illinois
$591K +$7.39K +52 +2%
CFO
1604
CVA Family Office
Colorado
$590K +$80.1K +564 +22%
KP
1605
Keel Point
Alabama
$590K +$30.7K +216 +8%
MWM
1606
MOR Wealth Management
Pennsylvania
$589K -$34.7K -244 -7%
SICM
1607
Sustainable Insight Capital Management
New York
$585K +$436K +3,068 New
FWI
1608
Facet Wealth Inc
Maryland
$582K +$49.4K +348 +13%
BFA
1609
Bragg Financial Advisors
North Carolina
$582K -$73.3K -516 -14%
DWM
1610
Defined Wealth Management
Oregon
$582K -$15.9K -112 -4%
KFI
1611
Key Financial Inc
Pennsylvania
$582K – – –
HH
1612
Hilltop Holdings
Texas
$582K +$52.3K +368 +14%
SQA
1613
Simon Quick Advisors
New Jersey
$580K +$119K +840 +38%
CPWM
1614
Cypress Point Wealth Management
Texas
$578K -$57.4K -404 -12%
FCM
1615
Fourpath Capital Management
Oklahoma
$578K -$153K -1,080 -26%
AW
1616
Alteri Wealth
California
$578K +$13.6K +96 +3%
TSMHT
1617
Thurston Springer Miller Herd & Titak
Indiana
$577K +$1.14K +8 +0.3%
WA
1618
Wealth Alliance
New York
$576K +$27.8K +196 +7%
TTWM
1619
TCV Trust & Wealth Management
Virginia
$575K +$56.8K +400 +15%
KM
1620
KP Management
Minnesota
$572K – – –
SFFS
1621
Stonehage Fleming Financial Services
Jersey
$572K – – –
QPWM
1622
Quadrant Private Wealth Management
Pennsylvania
$572K -$568 -4 -0.1%
MA
1623
MONECO Advisors
Connecticut
$572K +$6.25K +44 +1%
EGWAG
1624
Elwood & Goetz Wealth Advisory Group
Georgia
$569K -$3.41K -24 -0.8%
MSR
1625
Main Street Research
Connecticut
$568K +$65.9K +464 +18%
63 64
65
66 67