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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2076
Raffa Wealth Management
District of Columbia
$12.2K +$2.04K +16 +18%
SRCM
2077
Signature Resources Capital Management
California
$12.2K +$5.6K +44 +73%
TFG
2078
Team Financial Group
California
$11.7K – – –
BGA
2079
Battery Global Advisors
Massachusetts
$11.3K -$952K -7,476 -89%
LFA
2080
LGT Financial Advisors
Texas
$10.8K – – –
HHGA
2081
Halbert Hargrove Global Advisors
California
$10.3K -$34.1K -268 -75%
WPA
2082
Wealth Preservation Advisors
Tennessee
$9.84K – – –
MSWM
2083
Mowery & Schoenfeld Wealth Management
Illinois
$9.38K +$2.04K +16 +25%
UIC
2084
Uniplan Investment Counsel
Wisconsin
$9.28K +$9.68K +76 New
CA
2085
Centerpoint Advisors
Massachusetts
$9K -$10.2K -80 -50%
PWA
2086
Principia Wealth Advisory
Texas
$8.91K +$2.04K +16 +27%
HIW
2087
Holos Integrated Wealth
Pennsylvania
$8.62K – – –
DIP
2088
DT Investment Partners
Pennsylvania
$8.44K – – –
SC
2089
Sawyer & Company
Massachusetts
$8.44K – – –
CI
2090
Clal Insurance
Israel
$8K – – –
MWM
2091
Mascoma Wealth Management
New Hampshire
$7.97K +$1.53K +12 +21%
TC
2092
Trust Company
Kansas
$7.97K +$8.66K +68 New
OFG
2093
Omega Financial Group
California
$7.5K – – –
CTA
2094
Colonial Trust Advisors
South Carolina
$7.03K – – –
EAM
2095
Eukles Asset Management
Ohio
$7.03K – – –
RWA
2096
Redmont Wealth Advisors
Illinois
$7.03K – – –
CCMW
2097
Cypress Capital Management (Wyoming)
Wyoming
$7.03K +$7.64K +60 New
WCM
2098
Winthrop Capital Management
Indiana
$7K -$2.04K -16 -22%
AP
2099
Aspect Partners
Virginia
$6.56K +$1.02K +8 +17%
WWA
2100
Wealth Watch Advisors
Colorado
$6.56K +$2.04K +16 +40%
82 83
84
85 86