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CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
2001
Richard W. Paul & Associates
Michigan
$6.11K – – –
RI
2002
Ridgewood Investments
New Jersey
$6.11K – – –
W
2003
WealthCollab
Washington
$6.11K – – –
WTFG
2004
Wood Tarver Financial Group
Idaho
$6K – – –
CCMI
2005
Creative Capital Management Investments
California
$5.6K +$4.77K +44 New
STB
2006
S&T Bank
Pennsylvania
$5.6K +$4.77K +44 New
CFG
2007
Chapman Financial Group
Hawaii
$5.09K +$4.34K +40 New
BCH
2008
Berkshire Capital Holdings
California
$5.09K – – –
MLA
2009
MB, Levis & Associates
Pennsylvania
$5.09K – – –
CC
2010
Centiva Capital
New York
$5.09K +$4.34K +40 New
PPA
2011
Painted Porch Advisors
California
$4.58K -$2.6K -24 -40%
WAS
2012
Winch Advisory Services
Wisconsin
$4.58K – – –
BFS
2013
Bare Financial Services
Pennsylvania
$4.58K +$2.17K +20 +125%
WA
2014
WestEnd Advisors
North Carolina
$3.56K – – –
PCA
2015
PMV Capital Advisers
Texas
$3.56K +$3.04K +28 New
CWM
2016
Cedar Wealth Management
California
$3.06K – – –
DPW
2017
DiNuzzo Private Wealth
Pennsylvania
$3.06K – – –
BHWM
2018
Bay Harbor Wealth Management
Maryland
$3.06K +$2.17K +20 +500%
HCM
2019
Horrell Capital Management
Arkansas
$2.55K – – –
PS
2020
PayPay Securities
Japan
$2.55K +$867 +8 +67%
CW
2021
Curio Wealth
Maryland
$2.55K +$1.73K +16 +400%
UCB
2022
United Community Bank
South Carolina
$2.55K +$2.17K +20 New
DF
2023
DecisionPoint Financial
Arizona
$2.46K +$2.17K +20 New
CA
2024
Crewe Advisors
Utah
$2.04K +$867 +8 +100%
NC
2025
North Capital
Utah
$2.04K – – –
79 80
81
82 83