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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1851
Hamilton Point Investment Advisors
North Carolina
$361K +$269K +1,892 New
GAM
1852
Gemmer Asset Management
California
$361K +$269K +1,892 New
NIWA
1853
New Insight Wealth Advisors
California
$361K +$269K +1,892 New
GFA
1854
Gallagher Fiduciary Advisors
Illinois
$360K +$268K +1,888 New
5NPW
1855
55 North Private Wealth
Florida
$359K +$268K +1,884 New
TPWM
1856
Twelve Points Wealth Management
Massachusetts
$359K +$268K +1,884 New
TF
1857
Trek Financial
Arizona
$359K -$102K -720 -28%
NFC
1858
Northstar Financial Companies
Pennsylvania
$357K +$266K +1,872 New
LJAC
1859
L.J. Altfest & Co
New York
$357K +$266K +1,872 New
ISFAN
1860
Investor's Fiduciary Advisor Network
Washington
$357K +$266K +1,872 New
SCP
1861
Stevens Capital Partners
Nebraska
$356K +$265K +1,868 New
PMSA
1862
Patrick M. Sweeney & Associates
Illinois
$356K +$265K +1,864 New
ESB
1863
Essex Savings Bank
Connecticut
$356K +$265K +1,864 New
LWA
1864
Legacy Wealth Advisors
Florida
$354K +$264K +1,856 New
QC
1865
Quent Capital
New York
$353K +$38.1K +268 +17%
LWM
1866
Langley Wealth Management
Mississippi
$353K +$263K +1,852 New
PFM
1867
Peak Financial Management
Massachusetts
$352K +$262K +1,844 New
CFO
1868
Cambient Family Office
Michigan
$352K +$262K +1,844 New
AG
1869
AmeriFlex Group
Nevada
$351K +$4.55K +32 +2%
NAS
1870
NWF Advisory Services
California
$351K -$63.6K -448 -20%
EIA
1871
Edgemoor Investment Advisors
Maryland
$351K +$261K +1,840 New
MFGM
1872
Marshall Financial Group (Maryland)
Maryland
$350K +$261K +1,836 New
FTEA
1873
Forty-three Eighteen Advisors
Arkansas
$350K +$260K +1,832 New
TW
1874
Traveka Wealth
California
$348K +$259K +1,824 New
HWA
1875
Heartwood Wealth Advisors
Virginia
$348K +$259K +1,824 New
73 74
75
76 77