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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1676
Cypress Wealth Services
California
$243K -$13.6K -128 -5%
TCBWMS
1677
Texas Capital Bank Wealth Management Services
Texas
$242K +$44.9K +424 +21%
AG
1678
Algert Global
California
$242K +$263K +2,480 New
FMWA
1679
Forvis Mazars Wealth Advisors
Missouri
$241K +$9.32K +88 +4%
PWG
1680
Portside Wealth Group
Utah
$240K -$70.4K -664 -21%
PWPS
1681
Pinnacle Wealth Planning Services
Ohio
$239K +$16.5K +156 +7%
LA
1682
Legacy Advisors
Pennsylvania
$239K -$72.5K -684 -22%
LIM
1683
Leavell Investment Management
Alabama
$237K +$2.12K +20 +0.8%
QWM
1684
Quadcap Wealth Management
Texas
$237K +$3.81K +36 +2%
EIG
1685
Ellenbecker Investment Group
Wisconsin
$237K – – –
SL
1686
Sentinus LLC
Illinois
$237K +$257K +2,424 New
EC
1687
EntryPoint Capital
New York
$235K +$256K +2,412 New
VCAM
1688
Van Cleef Asset Management
Ohio
$235K – – –
BWM
1689
Bosman Wealth Management
California
$235K -$5.06M -47,740 -95%
TWM
1690
TCFG Wealth Management
California
$235K -$97.5K -920 -28%
TIA
1691
TCFG Investment Advisors
California
$235K +$255K +2,408 New
HCA
1692
Harbour Capital Advisors
Virginia
$235K – – –
TDC
1693
Thompson Davis & Co
Virginia
$234K -$276K -2,600 -52%
AWM
1694
Arista Wealth Management
Nevada
$234K -$14K -132 -5%
DCM
1695
Delaney Capital Management
$234K – – –
NAMP
1696
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$234K – – –
WSCM
1697
Wellington Shields Capital Management
New York
$234K +$42.4K +400 +20%
WG
1698
Welch Group
Alabama
$234K -$53K -500 -17%
WI
1699
WrapManager Inc
California
$233K -$64.9K -612 -20%
OWM
1700
Opes Wealth Management
California
$233K +$8.05K +76 +3%
66 67
68
69 70