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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1726
Carr Financial Group
Massachusetts
$218K +$186K +1,712 New
WCM
1727
WealthBridge Capital Management
Ohio
$218K +$186K +1,712 New
AWM
1728
Abound Wealth Management
Tennessee
$218K +$58.1K +536 +46%
FDW
1729
Fourth Dimension Wealth
Ohio
$216K +$54.2K +500 +42%
GIA
1730
Guyasuta Investment Advisors
Pennsylvania
$216K +$184K +1,696 New
VFPW
1731
Vantage Financial Partners (Wisconsin)
Wisconsin
$214K -$86.7K -800 -32%
JWA
1732
JFS Wealth Advisors
Pennsylvania
$214K – – –
DQRIM
1733
Dale Q Rice Investment Management
Washington
$214K +$197K +1,816 New
OFG
1734
Oxford Financial Group
Indiana
$213K +$182K +1,676 New
SFC
1735
SYM Financial Corp
Indiana
$213K +$182K +1,676 New
EL
1736
EWA LLC
Pennsylvania
$213K +$181K +1,672 New
AAS
1737
Annex Advisory Services
Wisconsin
$213K +$181K +1,672 New
SAA
1738
Southeast Asset Advisors
Georgia
$212K +$181K +1,668 New
CCG
1739
Catalina Capital Group
California
$212K +$180K +1,664 New
HTC
1740
Haverford Trust Company
Pennsylvania
$211K +$180K +1,660 New
FWP
1741
Forefront Wealth Partners
Texas
$211K +$6.07K +56 +2%
FPL
1742
Fortress Private Ledger
North Carolina
$211K +$180K +1,656 New
GAM
1743
Gemmer Asset Management
California
$211K +$180K +1,656 New
CL
1744
CVFG LLC
Indiana
$210K +$179K +1,648 New
FG
1745
Foster Group
Iowa
$210K +$179K +1,648 New
PP
1746
PrairieView Partners
Minnesota
$209K -$17.3K -160 -9%
CPWM
1747
Cypress Point Wealth Management
Texas
$209K +$178K +1,640 New
WA
1748
Whipplewood Advisors
Colorado
$207K +$80.6K +744 +84%
RCG
1749
Regatta Capital Group
California
$207K +$176K +1,628 New
BWIA
1750
Bryant Woods Investment Advisors
New York
$207K +$176K +1,624 New
68 69
70
71 72