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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1776
WrapManager Inc
California
$420K +$910K +6,408 +268%
EFG
1777
Embree Financial Group
Illinois
$419K +$312K +2,196 New
LWM
1778
Laidlaw Wealth Management
New York
$418K -$377K -2,656 -55%
BCWM
1779
Bartlett & Co Wealth Management
Ohio
$418K +$11.9K +84 +4%
FNT
1780
First National Trust
Pennsylvania
$417K – – –
VW
1781
Vantus Wealth
Pennsylvania
$415K +$309K +2,176 New
HI
1782
Hudock Inc
Pennsylvania
$414K -$21.6K -152 -7%
HTC
1783
Haverford Trust Company
Pennsylvania
$414K +$309K +2,172 New
SPW
1784
Signet Private Wealth
Illinois
$414K +$308K +2,168 New
FPGK
1785
Financial Partners Group (Kansas)
Kansas
$413K +$307K +2,164 New
SB
1786
Sunflower Bank
Texas
$411K -$16.5K -116 -5%
RT
1787
Rockland Trust
Massachusetts
$411K – – –
MFIM
1788
Mesirow Financial Investment Management
Illinois
$411K +$9.66K +68 +3%
MHC
1789
May Hill Capital
Massachusetts
$411K +$306K +2,156 New
CA
1790
Calton & Associates
Florida
$411K -$262K -1,844 -46%
FFO
1791
Fiduciary Family Office
Florida
$411K -$9.66K -68 -3%
HIC
1792
Holderness Investments Company
North Carolina
$409K +$305K +2,144 New
OC
1793
Oarsman Capital
Wisconsin
$407K +$303K +2,132 New
JCM
1794
Jacobsen Capital Management
Utah
$405K -$9.66K -68 -3%
ESC
1795
Eurizon SLJ Capital
$405K – – –
SW
1796
SVB Wealth
Massachusetts
$405K -$10.8K -76 -3%
PAS
1797
PKS Advisory Services
New York
$404K +$301K +2,116 New
TPCW
1798
TD Private Client Wealth
New York
$401K +$22.2K +156 +8%
NICM
1799
Neo Ivy Capital Management
New York
$401K +$299K +2,104 New
IPA
1800
Investment Planning Advisors
Georgia
$401K +$299K +2,104 New
70 71
72
73 74