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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
1701
Vision Financial Markets
Connecticut
$25.7K +$27.8K +292 New
CCM
1702
Cloud Capital Management
Washington
$25K +$27.8K +292 New
KA
1703
Kozak & Associates
Colorado
$25K – – –
WTA
1704
Washington Trust Advisors
Massachusetts
$24.3K – – –
HNW
1705
High Note Wealth
Minnesota
$24.3K +$1.52K +16 +6%
HWM
1706
HighMark Wealth Management
Minnesota
$24K -$762 -8 -3%
CPG
1707
Cornerstone Planning Group
New Jersey
$23.9K +$3.05K +32 +15%
IWM
1708
Inlight Wealth Management
Georgia
$22.9K +$24.8K +260 New
FGAM
1709
Financial Gravity Asset Management
Texas
$22.6K +$24.4K +256 New
FFO
1710
Fortitude Family Office
Arizona
$22.2K -$7.62K -80 -24%
TFM
1711
TFC Financial Management
Massachusetts
$22.2K +$381 +4 +2%
FFA
1712
Frazier Financial Advisors
Ohio
$21.2K – – –
SWIM
1713
Smallwood Wealth Investment Management
New Jersey
$20.8K +$22.5K +236 New
MAS
1714
MPWM Advisory Solutions
Georgia
$20.4K +$8.77K +92 +66%
TWD
1715
True Wealth Design
Ohio
$20.3K +$10.7K +112 +97%
BIA
1716
Bell Investment Advisors
California
$19.4K – – –
OAJ
1717
Ogorek Anthony Joseph
New York
$19K +$15.2K +160 +286%
CWM
1718
Copia Wealth Management
Oregon
$18.7K +$20.2K +212 New
PWMG
1719
Prestige Wealth Management Group
New Jersey
$18.3K +$3.05K +32 +18%
EWM
1720
Evermay Wealth Management
Virginia
$18K – – –
MSG
1721
Main Street Group
Virginia
$18K – – –
GWSA
1722
Global Wealth Strategies & Associates
Colorado
$18K +$14.1K +148 +264%
HIA
1723
HFM Investment Advisors
New Jersey
$18K +$19.4K +204 New
AA
1724
Addison Advisors
Vermont
$17.6K – – –
FFL
1725
Financial Freedom LLC
Ohio
$17.6K – – –
67 68
69
70 71