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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1951
Plante Moran Financial Advisors
Michigan
$57.7K +$3.56K +28 +6%
C
1952
Covestor
United Kingdom
$57K +$4.58K +36 +8%
OW
1953
Olistico Wealth
Oklahoma
$55.8K +$60.6K +476 New
CNBT
1954
Cornerstone National Bank & Trust
Illinois
$55.3K – – –
BOJHT
1955
Bank of Jackson Hole Trust
Wyoming
$54.8K +$5.09K +40 +9%
AAM
1956
Alphadyne Asset Management
New York
$54.8K +$59.6K +468 New
CAM
1957
Close Asset Management
United Kingdom
$54K -$7.13K -56 -11%
AEPWM
1958
Atlantic Edge Private Wealth Management
Florida
$53.9K +$2.55K +20 +5%
TM
1959
Torren Management
California
$53.4K +$58.1K +456 New
CFB
1960
Cullen/Frost Bankers
Texas
$53K +$1.02K +8 +2%
FP
1961
Financial Perspectives
Minnesota
$52.5K – – –
LAMC
1962
Longview Asset Management (California)
California
$52K +$3.06K +24 +6%
QA
1963
Quattro Advisors
Pennsylvania
$51.6K +$56K +440 New
CIM
1964
Contravisory Investment Management
Massachusetts
$50.2K – – –
HFS
1965
Hughes Financial Services
Virginia
$49.7K +$3.06K +24 +6%
FIM
1966
FWL Investment Management
Texas
$49.7K +$39.2K +308 +266%
HWM
1967
HighMark Wealth Management
Minnesota
$49.7K +$14.3K +112 +36%
CPG
1968
Cornerstone Planning Group
New Jersey
$48.8K +$19.4K +152 +58%
RWM
1969
RMG Wealth Management
Wisconsin
$47.9K – – –
OCM
1970
Orion Capital Management
California
$47.7K – – –
FMB
1971
Field & Main Bank
Kentucky
$46.9K – – –
MEG
1972
Millstone Evans Group
Colorado
$46.9K – – –
1CP
1973
1015 Capital Partners
Pennsylvania
$46.9K +$50.9K +400 New
HHCP
1974
Hilton Head Capital Partners
South Carolina
$46.9K +$50.9K +400 New
PP
1975
Paladin Partners
Wisconsin
$46.9K +$50.9K +400 New
77 78
79
80 81