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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1601
Appalachian Capital Management
Ohio
$285K +$33.5K +316 +12%
WFI
1602
West Family Investments
California
$285K -$258K -2,432 -45%
BRPW
1603
Ballast Rock Private Wealth
South Carolina
$281K – – –
OA
1604
Oasis Advisors
Iowa
$281K +$305K +2,880 New
LC
1605
Lavelle Capital
California
$281K -$521K -4,920 -63%
SNB
1606
Security National Bank
Nebraska
$281K – – –
KP
1607
Keel Point
Alabama
$281K -$60.6K -572 -17%
EFS
1608
Essex Financial Services
Connecticut
$280K -$28K -264 -8%
CL
1609
CVFG LLC
Indiana
$280K +$29.7K +280 +11%
PIC
1610
Portland Investment Counsel
Ontario, Canada
$280K +$303K +2,864 New
IPWA
1611
International Private Wealth Advisors
California
$278K -$33.9K -320 -10%
HNB
1612
Hilltop National Bank
Wyoming
$278K +$165K +1,560 +121%
DM
1613
Diversified Management
Wisconsin
$278K +$302K +2,848 New
SWM
1614
Scissortail Wealth Management
Oklahoma
$278K -$6.78K -64 -2%
FWA
1615
Flagship Wealth Advisors
Massachusetts
$277K -$332K -3,132 -59%
WA
1616
Wealth Alliance
New York
$276K +$44.1K +416 +17%
CA
1617
Crewe Advisors
Utah
$275K +$8.9K +84 +3%
FPWM
1618
FSB Premier Wealth Management
Iowa
$275K +$299K +2,820 New
PPWM
1619
Paragon Private Wealth Management
Kentucky
$274K +$21.2K +200 +8%
EWM
1620
Elite Wealth Management
Washington
$274K -$84.8K -800 -22%
E3F
1621
Eight 31 Financial
Texas
$274K – – –
VCM
1622
Vision Capital Management
Oregon
$274K – – –
RCM
1623
RB Capital Management
Nevada
$274K +$297K +2,804 New
VSQM
1624
V-Square Quantitative Management
Illinois
$273K +$5.09K +48 +2%
CBT
1625
Central Bank & Trust
Kentucky
$273K +$297K +2,800 New
63 64
65
66 67