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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
Avalon Capital Management
California
$259K +$193K +1,360 New
SWM
2027
Salvus Wealth Management
New Jersey
$259K +$193K +1,360 New
DCP
2028
DSM Capital Partners
Florida
$259K +$193K +1,356 New
PFGIA
2029
Patriot Financial Group Insurance Agency
Massachusetts
$258K -$163K -1,144 -46%
CG
2030
CFO4Life Group
Texas
$257K +$192K +1,348 New
FWP
2031
Falcon Wealth Planning
California
$257K +$192K +1,348 New
PFA
2032
Petra Financial Advisors
Colorado
$257K +$192K +1,348 New
ZIC
2033
ZWJ Investment Counsel
Georgia
$257K +$192K +1,348 New
SC
2034
SouthState Corp
Florida
$256K +$30.1K +212 +19%
SHGA
2035
Sand Hill Global Advisors
California
$256K +$191K +1,344 New
CWMGO
2036
Capstone Wealth Management Group (Oregon)
Oregon
$256K +$190K +1,340 New
CA
2037
Corrado Advisors
New Jersey
$256K +$190K +1,340 New
TLP
2038
Trinity Legacy Partners
Texas
$255K +$711K +5,008 New
BWM
2039
BCS Wealth Management
Tennessee
$255K +$190K +1,336 New
LCM
2040
Lazari Capital Management
California
$255K +$190K +1,336 New
SCA
2041
Sandy Cove Advisors
Massachusetts
$254K +$189K +1,332 New
PWAM
2042
Papamarkou Wellner Asset Management
New York
$253K – – –
AAG
2043
Armstrong Advisory Group
Massachusetts
$252K +$28.4K +200 +18%
EWM
2044
Evercore Wealth Management
New York
$252K +$188K +1,320 New
EFSCE
2045
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$188K +1,320 New
SG
2046
Sherry Group
Arkansas
$251K +$192K +1,352 New
GWM
2047
GK Wealth Management
Nevada
$250K +$186K +1,312 New
GC
2048
GatePass Capital
Ohio
$250K +$186K +1,312 New
QP
2049
Quartz Partners
New York
$250K +$186K +1,312 New
NWM
2050
Nova Wealth Management
Florida
$250K -$51.7K -364 -22%
80 81
82
83 84