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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2076
Legacy Bridge
Iowa
$239K – – –
MIM
2077
Macroview Investment Management
Maryland
$239K +$178K +1,252 New
EP
2078
Ehrenkranz Partners
New York
$239K +$178K +1,252 New
HNWAG
2079
High Net Worth Advisory Group
Florida
$238K -$114K -800 -14%
NEWAS
2080
N.E.W. Advisory Services
Wisconsin
$237K -$11.4K -80 -6%
PSP
2081
Principal Street Partners
Tennessee
$237K +$177K +1,244 New
AAMC
2082
Asset Allocation & Management Company
Illinois
$237K -$204K -1,436 -54%
MFWP
2083
Mosaic Family Wealth Partners
Missouri
$237K +$176K +1,240 New
NAMNJ
2084
NorthStar Asset Management (New Jersey)
New Jersey
$237K +$176K +1,240 New
SFCL
2085
Strengthening Families & Communities LLC
Massachusetts
$236K +$26.1K +184 +17%
BTWM
2086
Baker Tilly Wealth Management
Wisconsin
$235K +$175K +1,232 New
PCM
2087
Pennsylvania Capital Management
Pennsylvania
$234K +$174K +1,228 New
CA
2088
CV Advisors
Florida
$234K +$696K +4,896 New
RPC
2089
Rossmore Private Capital
Connecticut
$233K +$173K +1,220 New
CG
2090
Clarus Group
Texas
$233K +$173K +1,220 New
RA
2091
Rise Advisors
New York
$232K +$173K +1,216 New
DBRC
2092
D.B. Root & Company
Pennsylvania
$231K +$172K +1,212 New
PFM
2093
Phillips Financial Management
Indiana
$230K +$172K +1,208 New
GEA
2094
Glen Eagle Advisors
New Jersey
$230K -$30.1K -212 -15%
FHWM
2095
Fox Hill Wealth Management
Massachusetts
$229K +$170K +1,200 New
UWP
2096
Uniting Wealth Partners
Kansas
$229K -$313K -2,200 -65%
MC
2097
Middleton & Co
Massachusetts
$229K +$170K +1,200 New
NS
2098
Northland Securities
Minnesota
$229K +$170K +1,200 New
WPP
2099
Whalerock Point Partners
Rhode Island
$229K +$170K +1,200 New
HW
2100
Hancock Whitney
Mississippi
$228K +$170K +1,196 New
82 83
84
85 86