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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
1651
Grant Private Wealth Management
California
$538K -$1.62M -11,392 -80%
AAS
1652
Annex Advisory Services
Wisconsin
$537K +$89.2K +628 +29%
BWM
1653
BankPlus Wealth Management
Mississippi
$537K +$88.7K +624 +28%
MSFS
1654
Main Street Financial Solutions
Pennsylvania
$536K -$40.3K -284 -9%
CBT
1655
Central Bank & Trust
Kentucky
$534K – – –
EWM
1656
Elite Wealth Management
Washington
$531K -$3.98K -28 -1%
CWS
1657
Cypress Wealth Services
California
$531K +$41.5K +292 +12%
CWG
1658
Cornerstone Wealth Group
North Carolina
$529K +$118K +828 +43%
FLII
1659
First Long Island Investors
New York
$527K – – –
OL
1660
OneFund LLC
Florida
$527K – – –
PWG
1661
Portside Wealth Group
Utah
$527K +$42.6K +300 +12%
SIC
1662
Sterling Investment Counsel
New York
$526K +$5.12K +36 +1%
DWM
1663
Daner Wealth Management
Georgia
$524K +$994K +6,996 +304%
SA
1664
Sovran Advisors
California
$523K -$5.55M -39,088 -77%
HIMC
1665
Heritage Investors Management Corp
Maryland
$522K – – –
SI
1666
Stonekeep Investments
New Mexico
$520K -$9.09K -64 -2%
FBB
1667
Fulton Breakefield Broenniman
Maryland
$519K – – –
WHCFA
1668
William Howard & Co Financial Advisors
Tennessee
$519K – – –
DWM
1669
Dynasty Wealth Management
Florida
$518K +$863K +6,076 +127%
CS
1670
Crescent Sterling
Louisiana
$515K -$71K -500 -16%
LIM
1671
Loudon Investment Management
New Hampshire
$515K – – –
RF
1672
Rossby Financial
Florida
$514K +$129K +908 +51%
SWM
1673
SeaCrest Wealth Management
New York
$513K -$373K -2,628 -49%
CA
1674
Crewe Advisors
Utah
$507K -$22.7K -160 -6%
MWM
1675
MOKAN Wealth Management
Kansas
$506K +$377K +2,652 New
65 66
67
68 69