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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1801
Forvis Mazars Wealth Advisors
Missouri
– -$255K -2,664 Closed
HIMC
1802
Heritage Investors Management Corp
Maryland
– -$253K -2,636 Closed
XS
1803
XR Securities
Illinois
– -$186K -2,620 Closed
PWM
1804
Paulson Wealth Management
Illinois
– -$246K -2,572 Closed
FIBT
1805
First International Bank & Trust
North Dakota
– -$245K -2,560 Closed
FBB
1806
Fulton Breakefield Broenniman
Maryland
– -$245K -2,560 Closed
SAI
1807
Savvy Advisors Inc
New York
– -$243K -2,536 Closed
OFG
1808
Oxford Financial Group
Indiana
– -$243K -2,532 Closed
MWA
1809
MN Wealth Advisors
Kansas
– -$242K -2,524 Closed
EFL
1810
ERn Financial LLC
Wisconsin
– -$241K -2,520 Closed
NIWA
1811
New Insight Wealth Advisors
California
– -$240K -2,508 Closed
CIA
1812
Choate Investment Advisors
Massachusetts
– -$238K -2,484 Closed
SCP
1813
Sivia Capital Partners
California
– -$236K -2,460 Closed
QWM
1814
Quadcap Wealth Management
Texas
– -$235K -2,452 Closed
BAMG
1815
Brand Asset Management Group
Missouri
– -$235K -2,448 Closed
FPCP
1816
Fort Point Capital Partners
California
– -$235K -2,448 Closed
PFPT
1817
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$233K -2,428 Closed
LFP
1818
Leeward Financial Partners
Washington
– -$231K -2,412 Closed
APWA
1819
Atlas Private Wealth Advisors
New Jersey
– -$230K -2,400 Closed
HHGA
1820
Halbert Hargrove Global Advisors
California
– -$230K -2,400 Closed
MA
1821
MJP Associates
Connecticut
– -$229K -2,392 Closed
PPWM
1822
Paragon Private Wealth Management
Kentucky
– -$226K -2,356 Closed
TIA
1823
Trust Investment Advisors
Indiana
– -$225K -2,352 Closed
WP
1824
Westmount Partners
California
– -$231K -2,352 Closed
TF
1825
Trek Financial
Arizona
– -$225K -2,344 Closed
71 72
73
74 75