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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1701
Carter Financial Group
Illinois
$222K +$206K +1,808 New
PAS
1702
PKS Advisory Services
New York
$221K -$22.7K -200 -10%
RAM
1703
Ramirez Asset Management
New York
$221K – – –
IFS
1704
Integrated Financial Solutions
Virginia
$221K +$45.5K +400 +29%
BWM
1705
BAM Wealth Management
Colorado
$220K +$204K +1,792 New
PRTG
1706
Post Resch Tallon Group
New York
$220K -$2.73K -24 -1%
AP
1707
Atwood & Palmer
Missouri
$219K – – –
RFA
1708
Register Financial Advisors
Georgia
$218K +$1.82K +16 +0.9%
WPW
1709
Waldron Private Wealth
Pennsylvania
$218K +$202K +1,776 New
AC
1710
ASB Consultores
Florida
$217K -$216K -1,900 -52%
CA
1711
Callahan Advisors
Texas
$217K – – –
PTP
1712
Platform Technology Partners
New York
$217K – – –
WSWA
1713
Warren Street Wealth Advisors
California
$216K +$21.4K +188 +12%
FPGK
1714
Financial Partners Group (Kansas)
Kansas
$216K +$4.09K +36 +2%
CP
1715
Covenant Partners
Tennessee
$216K – – –
PCA
1716
Purkiss Capital Advisors
Connecticut
$216K +$200K +1,760 New
BFC
1717
Bedel Financial Consulting
Indiana
$215K +$200K +1,756 New
GWM
1718
Greenwich Wealth Management
Connecticut
$215K +$15.9K +140 +9%
IP
1719
Ignite Planners
California
$215K +$199K +1,752 New
BCMLT
1720
Beacon Capital Management LLC (Tennessee)
Tennessee
$214K +$31.8K +280 +19%
BCP
1721
Berkeley Capital Partners
Georgia
$214K +$15K +132 +8%
SSIM
1722
Sheets Smith Investment Management
Texas
$214K +$198K +1,744 New
CPA
1723
Cardiff Park Advisors
California
$213K +$197K +1,736 New
AAS
1724
Annex Advisory Services
Wisconsin
$212K +$6.82K +60 +4%
PAM
1725
PVG Asset Management
Colorado
$212K -$15.9K -140 -7%
67 68
69
70 71