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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BRPW
1601
Ballast Rock Private Wealth
South Carolina
$281K – – –
OA
1602
Oasis Advisors
Iowa
$281K +$305K +2,880 New
LC
1603
Lavelle Capital
California
$281K -$521K -4,920 -63%
SNB
1604
Security National Bank
Nebraska
$281K – – –
KP
1605
Keel Point
Alabama
$281K -$60.6K -572 -17%
EFS
1606
Essex Financial Services
Connecticut
$280K -$28K -264 -8%
CL
1607
CVFG LLC
Indiana
$280K +$29.7K +280 +11%
PIC
1608
Portland Investment Counsel
Ontario, Canada
$280K +$303K +2,864 New
IPWA
1609
International Private Wealth Advisors
California
$278K -$33.9K -320 -10%
HNB
1610
Hilltop National Bank
Wyoming
$278K +$165K +1,560 +121%
DM
1611
Diversified Management
Wisconsin
$278K +$302K +2,848 New
SWM
1612
Scissortail Wealth Management
Oklahoma
$278K -$6.78K -64 -2%
FWA
1613
Flagship Wealth Advisors
Massachusetts
$277K -$332K -3,132 -59%
WA
1614
Wealth Alliance
New York
$276K +$44.1K +416 +17%
CA
1615
Crewe Advisors
Utah
$275K +$8.9K +84 +3%
FPWM
1616
FSB Premier Wealth Management
Iowa
$275K +$299K +2,820 New
PPWM
1617
Paragon Private Wealth Management
Kentucky
$274K +$21.2K +200 +8%
EWM
1618
Elite Wealth Management
Washington
$274K -$84.8K -800 -22%
E3F
1619
Eight 31 Financial
Texas
$274K – – –
VCM
1620
Vision Capital Management
Oregon
$274K – – –
RCM
1621
RB Capital Management
Nevada
$274K +$297K +2,804 New
VSQM
1622
V-Square Quantitative Management
Illinois
$273K +$5.09K +48 +2%
CBT
1623
Central Bank & Trust
Kentucky
$273K +$297K +2,800 New
MSA
1624
McAlister Sweet & Associates
Texas
$273K +$297K +2,800 New
SIG
1625
Sargent Investment Group
Maryland
$273K +$42.8K +404 +17%
63 64
65
66 67