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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
W
2001
WealthCollab
Washington
$6.11K
WTFG
2002
Wood Tarver Financial Group
Idaho
$6K
CCMI
2003
Creative Capital Management Investments
California
$5.6K +$4.77K +44 New
STB
2004
S&T Bank
Pennsylvania
$5.6K +$4.77K +44 New
CFG
2005
Chapman Financial Group
Hawaii
$5.09K +$4.34K +40 New
BCH
2006
Berkshire Capital Holdings
California
$5.09K
MLA
2007
MB, Levis & Associates
Pennsylvania
$5.09K
CC
2008
Centiva Capital
New York
$5.09K +$4.34K +40 New
PPA
2009
Painted Porch Advisors
California
$4.58K -$2.6K -24 -40%
WAS
2010
Winch Advisory Services
Wisconsin
$4.58K
BFS
2011
Bare Financial Services
Pennsylvania
$4.58K +$2.17K +20 +125%
WA
2012
WestEnd Advisors
North Carolina
$3.56K
PCA
2013
PMV Capital Advisers
Texas
$3.56K +$3.04K +28 New
CWM
2014
Cedar Wealth Management
California
$3.06K
DPW
2015
DiNuzzo Private Wealth
Pennsylvania
$3.06K
BHWM
2016
Bay Harbor Wealth Management
Maryland
$3.06K +$2.17K +20 +500%
HCM
2017
Horrell Capital Management
Arkansas
$2.55K
PS
2018
PayPay Securities
Japan
$2.55K +$867 +8 +67%
CW
2019
Curio Wealth
Maryland
$2.55K +$1.73K +16 +400%
UCB
2020
United Community Bank
South Carolina
$2.55K +$2.17K +20 New
DF
2021
DecisionPoint Financial
Arizona
$2.46K +$2.17K +20 New
CA
2022
Crewe Advisors
Utah
$2.04K +$867 +8 +100%
NC
2023
North Capital
Utah
$2.04K
DSC
2024
Duncker Streett & Co
Missouri
$2.04K +$1.73K +16 New
CSC
2025
Caldwell Sutter Capital
California
$1.53K -$867 -8 -40%