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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1626
WT Wealth Management
Arizona
$262K -$35K -308 -13%
HAIM
1627
Hunter Associates Investment Management
Pennsylvania
$260K -$14.6K -128 -6%
GWM
1628
GK Wealth Management
Nevada
$259K -$1.82K -16 -0.8%
MA
1629
MONECO Advisors
Connecticut
$259K +$3.18K +28 +1%
CGA
1630
Crescent Grove Advisors
Illinois
$258K -$24.1K -212 -9%
JCM
1631
Jacobsen Capital Management
Utah
$257K +$1.82K +16 +0.8%
TTWM
1632
TCV Trust & Wealth Management
Virginia
$257K – – –
VFPW
1633
Vantage Financial Partners (Wisconsin)
Wisconsin
$256K +$46.4K +408 +24%
FWP
1634
Firethorn Wealth Partners
Georgia
$254K -$45K -396 -16%
BCWM
1635
Bartlett & Co Wealth Management
Ohio
$254K -$38.7K -340 -14%
OHIS
1636
Oak Harvest Investment Services
Texas
$254K – – –
MWM
1637
Modern Wealth Management
Kansas
$253K +$11.8K +104 +5%
PAG
1638
Private Advisory Group
Washington
$252K +$233K +2,052 New
CSIC
1639
Clifford Swan Investment Counsel
California
$251K – – –
RFP
1640
Root Financial Partners
California
$251K +$33.7K +296 +17%
LWMM
1641
Legacy Wealth Management (Mississippi)
Mississippi
$251K – – –
RT
1642
Rockland Trust
Massachusetts
$250K – – –
SWM
1643
Sagace Wealth Management
Florida
$250K +$5.91K +52 +3%
RZH
1644
Relyea Zuckerberg Hanson
Connecticut
$249K +$15K +132 +7%
HPIA
1645
Hamilton Point Investment Advisors
North Carolina
$248K +$16.8K +148 +8%
FCM
1646
Fortis Capital Management
Washington
$248K +$22.3K +196 +11%
IA
1647
IFG Advisors
Missouri
$247K -$40.9K -360 -15%
AT
1648
Avalon Trust
New Mexico
$247K +$229K +2,016 New
NGA
1649
Naples Global Advisors
Florida
$247K +$18.2K +160 +9%
MMC
1650
Mizuho Markets Cayman
Cayman Islands
$247K +$229K +2,012 New
64 65
66
67 68