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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
2226
Main Street Research
Connecticut
– -$391K -3,192 Closed
YWM
2227
Yukon Wealth Management
Kansas
– -$386K -3,152 Closed
M1FG
2228
Mach-1 Financial Group
Arkansas
– -$382K -3,112 Closed
GSWM
2229
Greenup Street Wealth Management
Michigan
– -$358K -2,916 Closed
MIM
2230
Montgomery Investment Management
Maryland
– -$354K -2,884 Closed
SMH
2231
Sanders Morris Harris
Texas
– -$353K -2,880 Closed
IWA
2232
Integrity Wealth Advisors
California
– -$348K -2,792 Closed
AFO
2233
Arrowroot Family Office
California
– -$331K -2,700 Closed
UWM
2234
Udine Wealth Management
Florida
– -$321K -2,616 Closed
P
2235
Pitcairn
Pennsylvania
– -$320K -2,612 Closed
CCC
2236
Compass Capital Corp
Massachusetts
– -$357K -2,560 Closed
CIC
2237
Chilton Investment Company
Connecticut
– -$284K -2,320 Closed
MAM
2238
Mainsail Asset Management
Alabama
– -$280K -2,288 Closed
CWP
2239
Capital Wealth Planning
Florida
– -$270K -2,200 Closed
GCM
2240
Gibraltar Capital Management
Oklahoma
– -$268K -2,188 Closed
DACG
2241
Donor Advised Charitable Giving
California
– -$268K -2,184 Closed
FWP
2242
Firethorn Wealth Partners
Georgia
– -$254K -2,072 Closed
FAP
2243
Financial Advisory Partners
Florida
– -$245K -2,000 Closed
BWM
2244
Birchcreek Wealth Management
Ohio
– -$239K -1,952 Closed
MFIM
2245
Mesirow Financial Investment Management
Illinois
– -$238K -1,944 Closed
RGC
2246
Roberts, Glore & Co
Illinois
– -$234K -1,908 Closed
CFG
2247
Carter Financial Group
Illinois
– -$222K -1,808 Closed
PRTG
2248
Post Resch Tallon Group
New York
– -$220K -1,792 Closed
MCIA
2249
Mountain Capital Investment Advisors
Colorado
– -$222K -1,776 Closed
RFA
2250
Register Financial Advisors
Georgia
– -$218K -1,776 Closed
88 89
90
91 92