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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2026
Corrado Advisors
New Jersey
$256K +$190K +1,340 New
TLP
2027
Trinity Legacy Partners
Texas
$255K +$711K +5,008 New
BWM
2028
BCS Wealth Management
Tennessee
$255K +$190K +1,336 New
LCM
2029
Lazari Capital Management
California
$255K +$190K +1,336 New
SCA
2030
Sandy Cove Advisors
Massachusetts
$254K +$189K +1,332 New
PWAM
2031
Papamarkou Wellner Asset Management
New York
$253K – – –
AAG
2032
Armstrong Advisory Group
Massachusetts
$252K +$28.4K +200 +18%
EWM
2033
Evercore Wealth Management
New York
$252K +$188K +1,320 New
EFSCE
2034
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$188K +1,320 New
SG
2035
Sherry Group
Arkansas
$251K +$192K +1,352 New
GWM
2036
GK Wealth Management
Nevada
$250K +$186K +1,312 New
GC
2037
GatePass Capital
Ohio
$250K +$186K +1,312 New
QP
2038
Quartz Partners
New York
$250K +$186K +1,312 New
NWM
2039
Nova Wealth Management
Florida
$250K -$51.7K -364 -22%
IAG
2040
Investment Advisory Group
Massachusetts
$249K +$185K +1,304 New
WC
2041
Weil Company
California
$248K +$185K +1,304 New
KFAS
2042
Keating Financial Advisory Services
Kansas
$248K +$9.66K +68 +6%
AW
2043
Alchemi Wealth
Connecticut
$248K +$185K +1,300 New
HWMC
2044
Heritage Wealth Management (California)
California
$248K +$185K +1,300 New
ODFS
2045
O'Donnell Financial Services
California
$248K +$185K +1,300 New
SCTC
2046
Sanibel Captiva Trust Company
Florida
$247K +$184K +1,296 New
WRPWM
2047
Werba Rubin Papier Wealth Management
California
$247K +$184K +1,296 New
GKIM
2048
GW&K Investment Management
Massachusetts
$247K +$26.7K +188 +17%
CI
2049
CPR Investments
Michigan
$247K +$184K +1,292 New
BM
2050
Berman McAleer
Maryland
$246K +$184K +1,292 New
80 81
82
83 84