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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1951
TFC Financial Management
Massachusetts
$18.8K -$11.3K -104 -41%
DWM
1952
Dogwood Wealth Management
Kansas
$18.8K -$49.9K -460 -76%
HFS
1953
Horizon Financial Services
North Carolina
$17.8K +$15.2K +140 New
BCM
1954
Boreal Capital Management
Florida
$17.8K +$15.2K +140 New
HWP
1955
Highline Wealth Partners
California
$17.3K +$4.77K +44 +48%
DWM
1956
Darwin Wealth Management
Florida
$16.8K – – –
RA
1957
RiverPark Advisors
New York
$16.3K -$26.9K -248 -66%
CT
1958
Clearstead Trust
Maine
$16.3K +$6.5K +60 +88%
IWM
1959
IMG Wealth Management
Florida
$15.8K +$9.11K +84 +210%
FNWA
1960
Financial Network Wealth Advisors
Utah
$15.3K – – –
YAL
1961
Your Advocates Ltd
Texas
$15.3K – – –
PWA
1962
Physician Wealth Advisors
Utah
$15.2K -$72.8K -672 -85%
MWA
1963
Medallion Wealth Advisors
Connecticut
$14.8K – – –
GIA
1964
GHP Investment Advisors
Colorado
$14.3K +$434 +4 +4%
GC
1965
Gould Capital
Washington
$14.3K -$2.17K -20 -15%
RWM
1966
Raffa Wealth Management
District of Columbia
$14.3K +$4.34K +40 +56%
TCM
1967
Traub Capital Management
Massachusetts
$13.8K +$11.7K +108 New
BI
1968
Binnacle Investments
Iowa
$13.8K +$3.9K +36 +50%
SC
1969
Sawyer & Company
Massachusetts
$13.7K – – –
LWMI
1970
Legacy Wealth Management (Idaho)
Idaho
$13.2K – – –
LIS
1971
Legacy Investment Solutions
Idaho
$13.2K +$11.3K +104 New
VFM
1972
Vision Financial Markets
Connecticut
$12.7K -$20.8K -192 -66%
TFG
1973
Team Financial Group
California
$12.7K +$10.8K +100 New
SC
1974
Swan Capital
Florida
$12.2K -$87.1K -804 -89%
TIM
1975
Tortoise Investment Management
New York
$11.7K +$3.9K +36 +64%
77 78
79
80 81