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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
2001
Team Financial Group
California
$9.76K – – –
YP
2002
YANKCOM Partnership
South Dakota
$9.76K +$10.6K +100 New
HCM
2003
Hollencrest Capital Management
California
$9.37K -$20.3K -192 -67%
EC
2004
Elequin Capital
New York
$9.37K +$10.2K +96 New
CAM
2005
Close Asset Management
United Kingdom
$9K -$39K -368 -79%
CMP
2006
Coston McIsaac & Partners
Maine
$9K +$10.2K +96 New
LFA
2007
LGT Financial Advisors
Texas
$8.98K – – –
AP
2008
Aspect Partners
Virginia
$8.98K +$3.81K +36 +64%
HHGA
2009
Halbert Hargrove Global Advisors
California
$8.59K – – –
WPA
2010
Wealth Preservation Advisors
Tennessee
$8.2K – – –
HIW
2011
Holos Integrated Wealth
Pennsylvania
$8.04K – – –
CA
2012
Centerpoint Advisors
Massachusetts
$8K – – –
IA
2013
IFG Advisory
Georgia
$7.81K -$2.67M -25,192 -100%
AF
2014
Aviso Financial
Ontario, Canada
$7.81K -$933K -8,800 -99%
MWM
2015
Mascoma Wealth Management
New Hampshire
$7.42K +$848 +8 +12%
RWS
2016
Retirement Wealth Solutions
Wisconsin
$7.42K +$5.93K +56 +280%
DIP
2017
DT Investment Partners
Pennsylvania
$7.03K – – –
SC
2018
Sawyer & Company
Massachusetts
$7.03K – – –
VR
2019
Vision Retirement
New Jersey
$6.64K -$28.4K -268 -80%
TC
2020
Trust Company
Kansas
$6.64K – – –
CFM
2021
Cornerstone Financial Management
Massachusetts
$6.64K +$2.97K +28 +70%
BLC
2022
Brown, Lisle/Cummings
Rhode Island
$6.64K +$5.93K +56 +467%
RCM
2023
Richardson Capital Management
Wisconsin
$6.64K +$7.21K +68 New
MSWM
2024
Mowery & Schoenfeld Wealth Management
Illinois
$6.25K -$1.7K -16 -20%
CI
2025
Clal Insurance
Israel
$6K -$848 -8 -12%
79 80
81
82 83