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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
2076
Baker Tilly Wealth Management
Wisconsin
$235K +$175K +1,232 New
PCM
2077
Pennsylvania Capital Management
Pennsylvania
$234K +$174K +1,228 New
CA
2078
CV Advisors
Florida
$234K +$696K +4,896 New
RPC
2079
Rossmore Private Capital
Connecticut
$233K +$173K +1,220 New
CG
2080
Clarus Group
Texas
$233K +$173K +1,220 New
RA
2081
Rise Advisors
New York
$232K +$173K +1,216 New
DBRC
2082
D.B. Root & Company
Pennsylvania
$231K +$172K +1,212 New
PFM
2083
Phillips Financial Management
Indiana
$230K +$172K +1,208 New
GEA
2084
Glen Eagle Advisors
New Jersey
$230K -$30.1K -212 -15%
FHWM
2085
Fox Hill Wealth Management
Massachusetts
$229K +$170K +1,200 New
UWP
2086
Uniting Wealth Partners
Kansas
$229K -$313K -2,200 -65%
MC
2087
Middleton & Co
Massachusetts
$229K +$170K +1,200 New
NS
2088
Northland Securities
Minnesota
$229K +$170K +1,200 New
WPP
2089
Whalerock Point Partners
Rhode Island
$229K +$170K +1,200 New
HW
2090
Hancock Whitney
Mississippi
$228K +$170K +1,196 New
WC
2091
Whitney & Co
New York
$228K +$170K +1,196 New
SFGP
2092
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$227K +$169K +1,192 New
ABTD
2093
Arvest Bank Trust Division
Oklahoma
$227K +$169K +1,192 New
MIM
2094
MTM Investment Management
South Carolina
$227K – – –
KCPG
2095
Kavar Capital Partners Group
Kansas
$226K +$168K +1,184 New
XWL
2096
XXI Wealth LLC
Illinois
$226K +$168K +1,184 New
SA
2097
Scarborough Advisors
Maryland
$226K – – –
CWA
2098
Cura Wealth Advisors
Illinois
$225K +$168K +1,180 New
HPC
2099
Hobart Private Capital
North Carolina
$225K +$168K +1,180 New
CGA
2100
Crescent Grove Advisors
Illinois
$225K +$168K +1,180 New
82 83
84
85 86