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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2051
Investment Advisory Group
Massachusetts
$249K +$185K +1,304 New
WC
2052
Weil Company
California
$248K +$185K +1,304 New
KFAS
2053
Keating Financial Advisory Services
Kansas
$248K +$9.66K +68 +6%
AW
2054
Alchemi Wealth
Connecticut
$248K +$185K +1,300 New
HWMC
2055
Heritage Wealth Management (California)
California
$248K +$185K +1,300 New
ODFS
2056
O'Donnell Financial Services
California
$248K +$185K +1,300 New
SCTC
2057
Sanibel Captiva Trust Company
Florida
$247K +$184K +1,296 New
WRPWM
2058
Werba Rubin Papier Wealth Management
California
$247K +$184K +1,296 New
GKIM
2059
GW&K Investment Management
Massachusetts
$247K +$26.7K +188 +17%
CI
2060
CPR Investments
Michigan
$247K +$184K +1,292 New
BM
2061
Berman McAleer
Maryland
$246K +$184K +1,292 New
CWA
2062
Centennial Wealth Advisory
Michigan
$246K +$183K +1,288 New
AFO
2063
Arrowroot Family Office
California
$245K +$182K +1,284 New
ABLA
2064
Alan B. Lancz & Associates
Ohio
$244K +$182K +1,280 New
ATFA
2065
All Terrain Financial Advisors
Minnesota
$244K +$182K +1,280 New
CAAS
2066
Capital Asset Advisory Services
Michigan
$244K +$182K +1,280 New
EB
2067
Exchange Bank
California
$244K +$182K +1,280 New
LF
2068
LifeSteps Financial
California
$244K +$182K +1,280 New
SRC
2069
Sage Rhino Capital
California
$244K +$182K +1,280 New
HIS
2070
Harvest Investment Services
Illinois
$243K +$181K +1,276 New
CWA
2071
Consilio Wealth Advisors
Washington
$241K +$180K +1,264 New
CT
2072
Caldwell Trust
Florida
$240K +$17K +120 +11%
EFG
2073
Elm3 Financial Group
Georgia
$240K +$179K +1,260 New
MIM
2074
Montgomery Investment Management
Maryland
$240K +$179K +1,260 New
E
2075
EntreWealth
Texas
$239K +$655K +4,612 New
81 82
83
84 85