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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1601
WJ Wealth Management
Arizona
$278K +$237K +2,184 New
DACG
1602
Donor Advised Charitable Giving
California
$278K +$237K +2,184 New
KIA
1603
KCM Investment Advisors
California
$278K +$237K +2,184 New
LIM
1604
Leavell Investment Management
Alabama
$275K +$234K +2,156 New
AWM
1605
Atticus Wealth Management
Florida
$272K +$28.6K +264 +14%
HCM
1606
Hodges Capital Management
Texas
$272K +$232K +2,140 New
GWM
1607
GK Wealth Management
Nevada
$271K -$17.3K -160 -7%
AF
1608
Apollon Financial
South Carolina
$270K +$230K +2,120 New
ACM
1609
AlphaStar Capital Management
North Carolina
$269K +$229K +2,116 New
AWM
1610
Accel Wealth Management
Iowa
$269K +$229K +2,112 New
KA
1611
Klingman & Associates
New York
$268K +$228K +2,108 New
SYBT
1612
Stock Yards Bank & Trust
Kentucky
$268K +$228K +2,104 New
TTWM
1613
TCV Trust & Wealth Management
Virginia
$267K +$228K +2,100 New
BWP
1614
Barlow Wealth Partners
Kentucky
$267K – – –
MA
1615
MONECO Advisors
Connecticut
$266K -$23.4K -216 -9%
JCM
1616
Jacobsen Capital Management
Utah
$265K +$226K +2,084 New
WF
1617
Whelan Financial
California
$265K -$95.4K -880 -30%
OHIS
1618
Oak Harvest Investment Services
Texas
$264K -$4.32M -39,824 -95%
LWCFA
1619
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$262K – – –
HP
1620
Haven Private
Florida
$262K +$223K +2,060 New
MWA
1621
MN Wealth Advisors
Kansas
$262K +$223K +2,060 New
CSIC
1622
Clifford Swan Investment Counsel
California
$261K +$222K +2,048 New
FCG
1623
Fielder Capital Group
Tennessee
$261K +$222K +2,048 New
TA
1624
TFB Advisors
Kansas
$261K +$222K +2,048 New
LWMM
1625
Legacy Wealth Management (Mississippi)
Mississippi
$260K -$127K -1,168 -36%
63 64
65
66 67