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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1676
Essex Financial Services
Connecticut
$506K -$30.7K -216 -8%
FAT
1677
First American Trust
California
$506K +$376K +2,648 New
WLG
1678
Williamson Legacy Group
Indiana
$505K +$376K +2,648 New
SWM
1679
Scissortail Wealth Management
Oklahoma
$504K -$28.4K -200 -7%
PWPS
1680
Pinnacle Wealth Planning Services
Ohio
$503K +$26.7K +188 +8%
TL
1681
Tradewinds LLC
North Carolina
$502K +$239K +1,680 +93%
BCP
1682
Berkeley Capital Partners
Georgia
$501K +$39.8K +280 +12%
TCBWMS
1683
Texas Capital Bank Wealth Management Services
Texas
$501K +$19.9K +140 +6%
CAM
1684
Clark Asset Management
New Hampshire
$499K -$17K -120 -4%
AF
1685
Apollon Financial
South Carolina
$498K +$7.39K +52 +2%
SIG
1686
Sargent Investment Group
Maryland
$496K -$27.8K -196 -7%
BBWA
1687
Bell & Brown Wealth Advisors
California
$495K -$250K -1,760 -40%
TWM
1688
TRB Wealth Management
Texas
$495K +$368K +2,592 New
AAG
1689
Asset Advisory Group
New Jersey
$495K – – –
DWM
1690
Dogwood Wealth Management
Kansas
$494K -$101K -712 -22%
CCA
1691
Clearwater Capital Advisors
Illinois
$494K +$59.7K +420 +19%
EP
1692
Edgestream Partners
New Jersey
$492K +$4.55K +32 +1%
BBA
1693
BLB&B Advisors
Pennsylvania
$488K +$568 +4 +0.2%
HGA
1694
Hobbs Group Advisors
South Carolina
$488K +$63.6K +448 +21%
ELM
1695
Elite Life Management
Florida
$487K +$980K +6,896 +288%
PA
1696
Promethium Advisors
Maryland
$485K – – –
VSQM
1697
V-Square Quantitative Management
Illinois
$485K -$36.9K -260 -9%
TMC
1698
Themes Management Co
Connecticut
$482K +$359K +2,528 New
NCM
1699
Novare Capital Management
North Carolina
$482K +$568 +4 +0.2%
BONH
1700
Bank of New Hampshire
New Hampshire
$482K -$108K -760 -23%
66 67
68
69 70