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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2001
Wilkerson Advisory Group
Missouri
$269K -$26.7K -188 -12%
CC
2002
Cypress Capital
Tennessee
$269K +$200K +1,408 New
PP
2003
Patron Partners
Texas
$269K +$200K +1,408 New
SC
2004
Solstein Capital
California
$267K -$298K -2,100 -60%
IJWM
2005
Inman Jager Wealth Management
Mississippi
$267K +$199K +1,400 New
NFG
2006
Nadler Financial Group
Illinois
$267K +$199K +1,400 New
SFPG
2007
Stonebridge Financial Planning Group
Florida
$267K +$199K +1,400 New
IRAG
2008
Investment Research & Advisory Group
Georgia
$266K – – –
PAG
2009
Powers Advisory Group
Illinois
$266K +$198K +1,396 New
DAC
2010
Dividend Assets Capital
South Carolina
$264K +$197K +1,384 New
MCM
2011
McDonough Capital Management
Florida
$264K +$197K +1,384 New
NWM
2012
Nolet Wealth Management
Texas
$264K +$197K +1,384 New
JC
2013
JB Capital
Connecticut
$263K +$195K +1,376 New
NED
2014
Nancy E. Dempze
$260K +$194K +1,364 New
ACM
2015
Avalon Capital Management
California
$259K +$193K +1,360 New
SWM
2016
Salvus Wealth Management
New Jersey
$259K +$193K +1,360 New
DCP
2017
DSM Capital Partners
Florida
$259K +$193K +1,356 New
PFGIA
2018
Patriot Financial Group Insurance Agency
Massachusetts
$258K -$163K -1,144 -46%
CG
2019
CFO4Life Group
Texas
$257K +$192K +1,348 New
FWP
2020
Falcon Wealth Planning
California
$257K +$192K +1,348 New
PFA
2021
Petra Financial Advisors
Colorado
$257K +$192K +1,348 New
ZIC
2022
ZWJ Investment Counsel
Georgia
$257K +$192K +1,348 New
SC
2023
SouthState Corp
Florida
$256K +$30.1K +212 +19%
SHGA
2024
Sand Hill Global Advisors
California
$256K +$191K +1,344 New
CWMGO
2025
Capstone Wealth Management Group (Oregon)
Oregon
$256K +$190K +1,340 New
79 80
81
82 83