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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2351
Cornerstone Financial Management
Massachusetts
$23.7K +$7.96K +56 +82%
VR
2352
Vision Retirement
New Jersey
$23.7K +$7.96K +56 +82%
RRMM
2353
Regatta Research & Money Management
Louisiana
$22.9K +$17K +120 New
MWA
2354
Medallion Wealth Advisors
Connecticut
$22.9K – – –
NWMP
2355
Noble Wealth Management PBC
Colorado
$22.9K +$568 +4 +3%
GC
2356
Gould Capital
Washington
$21.4K – – –
PWA
2357
Principia Wealth Advisory
Texas
$21.4K +$5.12K +36 +47%
WPA
2358
West Paces Advisors
Georgia
$19.8K +$14.8K +104 New
HHGA
2359
Halbert Hargrove Global Advisors
California
$19.3K +$1.71K +12 +14%
SIM
2360
Synergy Investment Management
Florida
$19.2K +$56.8K +400 +1,429%
BW
2361
Basepoint Wealth
Iowa
$19.1K -$15.9K -112 -53%
PS
2362
Planning Strategies
Pennsylvania
$18.3K +$13.6K +96 New
AI
2363
Atomic Invest
New York
$17.7K +$4.55K +32 +50%
VNA
2364
Valley National Advisers
Pennsylvania
$17.6K -$68.2K -480 -84%
LFA
2365
LGT Financial Advisors
Texas
$17.6K – – –
ACA
2366
Atlas Capital Advisors
Wyoming
$17.6K +$5.12K +36 +64%
MCA
2367
McGuire Capital Advisors
Oklahoma
$16.8K +$11.9K +84 +2,100%
SIC
2368
SJS Investment Consulting
Ohio
$16K -$6.25K -44 -34%
MSG
2369
Main Street Group
Virginia
$16K -$68.8K -484 -85%
PG
2370
Proffitt & Goodson
Tennessee
$16K -$6.82K -48 -36%
CIA
2371
Cape Investment Advisory
Georgia
$16K +$11.9K +84 New
GG
2372
Gleason Group
Kentucky
$16K +$11.9K +84 New
QL
2373
Quarry LP
New York
$15.3K -$251K -1,768 -96%
LIA
2374
Limestone Investment Advisors
New York
$15.3K -$193K -1,360 -94%
RWS
2375
Retirement Wealth Solutions
Wisconsin
$15.3K +$568 +4 +5%
93 94
95
96 97