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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1701
Washington Trust Advisors
Massachusetts
$24.3K – – –
HNW
1702
High Note Wealth
Minnesota
$24.3K +$1.52K +16 +6%
HWM
1703
HighMark Wealth Management
Minnesota
$24K -$762 -8 -3%
CPG
1704
Cornerstone Planning Group
New Jersey
$23.9K +$3.05K +32 +15%
IWM
1705
Inlight Wealth Management
Georgia
$22.9K +$24.8K +260 New
FGAM
1706
Financial Gravity Asset Management
Texas
$22.6K +$24.4K +256 New
FFO
1707
Fortitude Family Office
Arizona
$22.2K -$7.62K -80 -24%
TFM
1708
TFC Financial Management
Massachusetts
$22.2K +$381 +4 +2%
FFA
1709
Frazier Financial Advisors
Ohio
$21.2K – – –
SWIM
1710
Smallwood Wealth Investment Management
New Jersey
$20.8K +$22.5K +236 New
MAS
1711
MPWM Advisory Solutions
Georgia
$20.4K +$8.77K +92 +66%
TWD
1712
True Wealth Design
Ohio
$20.3K +$10.7K +112 +97%
BIA
1713
Bell Investment Advisors
California
$19.4K – – –
OAJ
1714
Ogorek Anthony Joseph
New York
$19K +$15.2K +160 +286%
CWM
1715
Copia Wealth Management
Oregon
$18.7K +$20.2K +212 New
PWMG
1716
Prestige Wealth Management Group
New Jersey
$18.3K +$3.05K +32 +18%
EWM
1717
Evermay Wealth Management
Virginia
$18K – – –
MSG
1718
Main Street Group
Virginia
$18K – – –
GWSA
1719
Global Wealth Strategies & Associates
Colorado
$18K +$14.1K +148 +264%
HIA
1720
HFM Investment Advisors
New Jersey
$18K +$19.4K +204 New
AA
1721
Addison Advisors
Vermont
$17.6K – – –
FFL
1722
Financial Freedom LLC
Ohio
$17.6K – – –
IRC
1723
Investors Research Corp
Georgia
$17.6K – – –
PPA
1724
Pilgrim Partners Asia
Singapore
$17.6K – – –
MWA
1725
Moser Wealth Advisors
Washington
$17.6K +$9.15K +96 +92%
67 68
69
70 71