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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1701
Vivaldi Capital Management
Illinois
$229K +$195K +1,800 New
RAM
1702
Ramirez Asset Management
New York
$229K – – –
CWG
1703
Cornerstone Wealth Group
North Carolina
$228K +$194K +1,788 New
AP
1704
Atwood & Palmer
Missouri
$227K – – –
CA
1705
Callahan Advisors
Texas
$226K -$85.4K -788 -31%
PTP
1706
Platform Technology Partners
New York
$226K +$192K +1,772 New
AA
1707
Advisory Alpha
Michigan
$225K +$191K +1,764 New
CP
1708
Covenant Partners
Tennessee
$224K +$191K +1,760 New
RFA
1709
Register Financial Advisors
Georgia
$224K +$191K +1,760 New
SIG
1710
Sargent Investment Group
Maryland
$224K +$215K +1,984 New
RFP
1711
Root Financial Partners
California
$223K -$171K -1,576 -47%
IFPG
1712
Intrepid Financial Planning Group
Indiana
$223K +$190K +1,752 New
SMAM
1713
Sugar Maple Asset Management
Wisconsin
$223K +$190K +1,752 New
AI
1714
Accredited Investors
Minnesota
$222K +$189K +1,744 New
CPA
1715
Capital Performance Advisors
California
$221K +$188K +1,736 New
TWM
1716
Tripletail Wealth Management
Florida
$221K +$223K +2,060 New
BIM
1717
Bridges Investment Management
Nebraska
$221K -$175K -1,612 -48%
CPIA
1718
Cornell Pochily Investment Advisors
New York
$221K +$188K +1,732 New
PFG
1719
Prosperity Financial Group
California
$221K +$188K +1,732 New
AG
1720
AlTi Global
New York
$220K +$188K +1,736 New
FPGK
1721
Financial Partners Group (Kansas)
Kansas
$220K +$187K +1,728 New
LWM
1722
Liberty Wealth Management
California
$220K -$2.72M -25,084 -94%
ATI
1723
ARK & TLK Investments
Oklahoma
$219K +$186K +1,720 New
TA
1724
TrueWealth Advisors
Alabama
$219K +$186K +1,720 New
PFGIA
1725
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$186K +1,716 New
67 68
69
70 71