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CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1976
DHJJ Financial Advisors
Illinois
$15.6K – – –
PGAM
1977
Princeton Global Asset Management
New Jersey
$15.6K -$40.7K -384 -71%
OC
1978
Oakworth Capital
Alabama
$15.6K – – –
RL
1979
Rogco LP
Oklahoma
$15.6K – – –
SR
1980
Swiss Re
Switzerland
$15.6K – – –
VWA
1981
VSM Wealth Advisory
Maryland
$15.6K – – –
EWM
1982
Evolution Wealth Management
Florida
$15.6K +$2.54K +24 +18%
CFG
1983
Clayton Financial Group
Missouri
$14.1K -$1.27K -12 -8%
WA
1984
WPG Advisers
Maryland
$14.1K -$424 -4 -3%
GCM
1985
Gunpowder Capital Management
Maryland
$14.1K – – –
BAM
1986
Byrne Asset Management
New Jersey
$13.3K -$3.81K -36 -21%
QWM
1987
Quaker Wealth Management
New Jersey
$13.3K – – –
KFG
1988
Kingdom Financial Group
Arizona
$13.3K +$14.4K +136 New
LAS
1989
Lloyd Advisory Services
Georgia
$13.3K +$14.4K +136 New
PG
1990
Proffitt & Goodson
Tennessee
$12.9K – – –
SIC
1991
SJS Investment Consulting
Ohio
$12.5K -$21.6K -204 -61%
MAS
1992
MPWM Advisory Solutions
Georgia
$12.5K – – –
SA
1993
Seneschal Advisors
Washington
$12.1K – – –
HPBT
1994
Hickory Point Bank & Trust
Illinois
$12.1K +$13.1K +124 New
MWA
1995
Medallion Wealth Advisors
Connecticut
$11.7K – – –
MTIC
1996
Missouri Trust & Investment Company
Missouri
$11.7K +$12.7K +120 New
NWMP
1997
Noble Wealth Management PBC
Colorado
$11.3K – – –
IWP
1998
IAG Wealth Partners
Wisconsin
$11.3K +$12.3K +116 New
GC
1999
Gould Capital
Washington
$10.9K – – –
RWM
2000
Raffa Wealth Management
District of Columbia
$10.5K +$424 +4 +4%
78 79
80
81 82