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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1976
Tortoise Investment Management
New York
$11.7K +$3.9K +36 +64%
LFA
1977
LGT Financial Advisors
Texas
$11.7K +$9.97K +92 New
HHGA
1978
Halbert Hargrove Global Advisors
California
$11.2K -$867 -8 -8%
QPBE
1979
Quintet Private Bank (Europe)
Luxembourg
$10.2K – – –
RFG
1980
REAP Financial Group
Texas
$10.2K +$7.8K +72 +900%
SHF
1981
Safe Harbor Fiduciary
Florida
$10.2K +$8.67K +80 New
CI
1982
Clal Insurance
Israel
$10K +$8.67K +80 New
HDIM
1983
Hanson & Doremus Investment Management
Vermont
$10K +$8.67K +80 New
AS
1984
Altshuler Shaham
Israel
$9.68K +$8.24K +76 New
BWM
1985
Bullock Wealth Management
Indiana
$9.35K -$8.24K -76 -50%
DIP
1986
DT Investment Partners
Pennsylvania
$9.17K – – –
WCM
1987
Winthrop Capital Management
Indiana
$9K – – –
VNA
1988
Valley National Advisers
Pennsylvania
$9K +$5.64K +52 +260%
KWM
1989
Kiker Wealth Management
Georgia
$8.15K -$10.4K -96 -60%
MSWM
1990
Mowery & Schoenfeld Wealth Management
Illinois
$8.15K -$3.04K -28 -30%
PWA
1991
Principia Wealth Advisory
Texas
$8.15K +$1.3K +12 +23%
OFG
1992
Omega Financial Group
California
$8.15K +$6.94K +64 New
HIW
1993
Holos Integrated Wealth
Pennsylvania
$8.06K – – –
NB
1994
NBT Bank
New York
$7.64K -$6.5K -60 -50%
SRCM
1995
Signature Resources Capital Management
California
$7.64K -$4.34K -40 -40%
CTA
1996
Colonial Trust Advisors
South Carolina
$7.64K – – –
WBC
1997
West Branch Capital
Massachusetts
$7.64K – – –
EAM
1998
Eukles Asset Management
Ohio
$7.64K +$6.5K +60 New
MWM
1999
Mascoma Wealth Management
New Hampshire
$7.13K – – –
PP
2000
PFS Partners
New Jersey
$6.11K – – –
78 79
80
81 82