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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1751
Chesapeake Asset Management
New York
$186K – – –
MA
1752
Montag & Associates
Georgia
$184K +$71.4K +628 +72%
BDPWM
1753
Barnes Dennig Private Wealth Management
Ohio
$183K +$17.3K +152 +11%
CMBA
1754
C.M. Bidwell & Associates
Hawaii
$180K +$167K +1,472 New
CFO
1755
CVA Family Office
Colorado
$176K – – –
FFWM
1756
Future Financial Wealth Management
Ohio
$172K – – –
IRAG
1757
Investment Research & Advisory Group
Georgia
$169K – – –
CT
1758
Colonial Trust
South Carolina
$167K -$910 -8 -0.6%
FDW
1759
Fourth Dimension Wealth
Ohio
$167K -$38.7K -340 -20%
MCI
1760
MRP Capital Investments
Georgia
$165K – – –
TPCW
1761
TD Private Client Wealth
New York
$164K +$9.1K +80 +6%
RC
1762
Rexford Capital
Texas
$162K +$53.2K +468 +55%
NEWAS
1763
N.E.W. Advisory Services
Wisconsin
$161K – – –
SA
1764
Scarborough Advisors
Maryland
$160K -$1.36K -12 -0.9%
HNB
1765
Hilltop National Bank
Wyoming
$158K – – –
GWP
1766
Gen-Wealth Partners
Michigan
$148K +$137K +1,208 New
PWA
1767
Provenance Wealth Advisors
Florida
$147K – – –
EWM
1768
Evermay Wealth Management
Virginia
$147K – – –
CSPIA
1769
Cary Street Partners Investment Advisory
Virginia
$146K -$11.4K -100 -8%
HWA
1770
Heartwood Wealth Advisors
Virginia
$142K +$132K +1,160 New
RA
1771
Rise Advisors
New York
$141K +$27.3K +240 +26%
OCM
1772
Osterweis Capital Management
California
$140K – – –
QC
1773
Quent Capital
New York
$139K +$129K +1,132 New
SC
1774
SouthState Corp
Florida
$137K -$45.9K -404 -27%
LB
1775
Legacy Bridge
Iowa
$137K +$4.09K +36 +3%
69 70
71
72 73