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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2026
Basepoint Wealth
Iowa
$24.8K +$27K +212 New
EWM
2027
Evermay Wealth Management
Virginia
$23.9K -$126K -992 -83%
OPTFSNA
2028
Old Point Trust & Financial Services N A
Virginia
$23.9K – – –
AA
2029
Addison Advisors
Vermont
$23.4K – – –
AIM
2030
Anchor Investment Management
South Carolina
$23.4K – – –
API
2031
Asset Planning Inc
California
$23.4K – – –
FFL
2032
Financial Freedom LLC
Ohio
$23.4K – – –
WCM
2033
Westend Capital Management
California
$23.4K +$25.5K +200 New
DWM
2034
Dogwood Wealth Management
Kansas
$23K +$5.6K +44 +29%
IWM
2035
IMG Wealth Management
Florida
$23K +$8.66K +68 +53%
KFA
2036
Kelleher Financial Advisors
New York
$22.5K – – –
CAM
2037
Costello Asset Management
Pennsylvania
$22K -$15.3K -120 -39%
CMA
2038
Cedar Mountain Advisors
Oregon
$22K +$509 +4 +2%
IWM
2039
Inlight Wealth Management
Georgia
$21.1K -$10.2K -80 -31%
SFS
2040
Sunrise Financial Services
Washington
$21.1K +$22.9K +180 New
BAM
2041
Byrne Asset Management
New Jersey
$20.2K -$7.13K -56 -25%
MHR
2042
Matthew Hamilton Rosenberg
$19.7K +$2.04K +16 +11%
DFA
2043
DHJJ Financial Advisors
Illinois
$18.8K – – –
RL
2044
Rogco LP
Oklahoma
$18.8K – – –
VWA
2045
VSM Wealth Advisory
Maryland
$18.8K – – –
MCM
2046
MidAtlantic Capital Management
Virginia
$18.8K +$20.4K +160 New
OC
2047
Oakworth Capital
Alabama
$18.8K +$20.4K +160 New
SR
2048
Swiss Re
Switzerland
$18.8K +$20.4K +160 New
CFG
2049
Clayton Financial Group
Missouri
$18.3K +$13.7K +108 +225%
HWP
2050
Highline Wealth Partners
California
$17.8K +$509 +4 +3%
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