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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1701
Root Financial Partners
California
$258K +$19.4K +152 +7%
HI
1702
Hudock Inc
Pennsylvania
$257K – – –
AWM
1703
Atticus Wealth Management
Florida
$256K – – –
JCM
1704
Jacobsen Capital Management
Utah
$256K +$10.7K +84 +4%
DWM
1705
Daner Wealth Management
Georgia
$256K +$23.4K +184 +8%
TCOT
1706
Trust Company of Toledo
Ohio
$255K +$176K +1,380 +173%
TW
1707
Trajan Wealth
Arizona
$255K -$94.7K -744 -25%
FTEA
1708
Forty-three Eighteen Advisors
Arkansas
$255K +$277K +2,172 New
KA
1709
Kercheville Advisors
Texas
$254K -$250K -1,960 -47%
AWM
1710
Accel Wealth Management
Iowa
$254K – – –
AAG
1711
Asset Advisory Group
New Jersey
$254K +$275K +2,164 New
BWP
1712
Barlow Wealth Partners
Kentucky
$253K – – –
EWS
1713
Eagle Wealth Strategies
New Jersey
$253K -$1.02K -8 -0.4%
CGA
1714
Crescent Grove Advisors
Illinois
$253K +$6.62K +52 +2%
AAS
1715
Annex Advisory Services
Wisconsin
$253K +$54K +424 +24%
CI
1716
CPR Investments
Michigan
$252K -$62.6K -492 -19%
SOAM
1717
SBI Okasan Asset Management
Japan
$252K +$270K +2,120 New
MG
1718
Marex Group
$252K -$50.9K -400 -16%
DF
1719
Dedeker Financial
Minnesota
$252K +$273K +2,148 New
EFG
1720
Embree Financial Group
Illinois
$251K +$20.4K +160 +8%
AHL
1721
Abel Hall LLC
Louisiana
$251K +$58.1K +456 +27%
HCM
1722
Hodges Capital Management
Texas
$251K – – –
TPCW
1723
TD Private Client Wealth
New York
$251K +$102K +804 +60%
FRM
1724
Fox Run Management
Connecticut
$250K +$271K +2,132 New
NB
1725
Nicolet Bankshares
Wisconsin
$249K +$270K +2,124 New
67 68
69
70 71