Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing CRWD Share Count |
Barrett & Company Inc. |
50 |
1,500 |
+1,450 |
+2900.00% |
Webster Bank N. A. |
30 |
639 |
+609 |
+2030.00% |
Atticus Wealth Management LLC |
11 |
118 |
+107 |
+972.73% |
MV Capital Management Inc. |
3 |
18 |
+15 |
+500.00% |
Capstone Wealth Management Group LLC |
1,207 |
5,000 |
+3,793 |
+314.25% |
AlphaMark Advisors LLC |
19 |
65 |
+46 |
+242.11% |
SJS Investment Consulting Inc. |
110 |
333 |
+223 |
+202.73% |
Park Place Capital Corp |
359 |
817 |
+458 |
+127.58% |
Wiley BROS. Aintree Capital LLC |
838 |
1,834 |
+996 |
+118.85% |
Pallas Capital Advisors LLC |
1,266 |
2,642 |
+1,376 |
+108.69% |
Jackson Square Capital LLC |
6,803 |
12,572 |
+5,769 |
+84.80% |
Hennion & Walsh Asset Management Inc. |
1,973 |
3,620 |
+1,647 |
+83.48% |
Chicago Capital LLC |
3,198 |
5,754 |
+2,556 |
+79.92% |
Palumbo Wealth Management LLC |
1,065 |
1,879 |
+814 |
+76.43% |
Global Trust Asset Management LLC |
206 |
356 |
+150 |
+72.82% |
Sunbelt Securities Inc. |
768 |
1,274 |
+506 |
+65.89% |
International Assets Investment Management LLC |
2,876 |
4,647 |
+1,771 |
+61.58% |
Exchange Traded Concepts LLC |
9,704 |
14,128 |
+4,424 |
+45.59% |
Miracle Mile Advisors LLC |
1,031 |
1,500 |
+469 |
+45.49% |
Ausdal Financial Partners Inc. |
1,075 |
1,559 |
+484 |
+45.02% |
RMR Wealth Builders |
3,286 |
4,740 |
+1,454 |
+44.25% |
Modus Advisors LLC |
2,950 |
4,203 |
+1,253 |
+42.47% |
Patten Group Inc. |
1,131 |
1,608 |
+477 |
+42.18% |
McAlister Sweet & Associates Inc. |
825 |
1,125 |
+300 |
+36.36% |
Berger Financial Group Inc |
1,070 |
1,427 |
+357 |
+33.36% |
Versant Capital Management Inc |
415 |
544 |
+129 |
+31.08% |
DNB Asset Management AS |
56,722 |
73,468 |
+16,746 |
+29.52% |
MGO Private Wealth LLC |
1,667 |
2,133 |
+466 |
+27.95% |
Perpetual Ltd |
2,888 |
3,627 |
+739 |
+25.59% |
Ballentine Partners LLC |
1,418 |
1,772 |
+354 |
+24.96% |
17 Capital Partners LLC |
1,900 |
2,370 |
+470 |
+24.74% |
Aspire Private Capital LLC |
2,657 |
3,298 |
+641 |
+24.12% |
Capital Advisors Ltd. LLC |
19 |
23 |
+4 |
+21.05% |
Steel Peak Wealth Management LLC |
8,566 |
10,293 |
+1,727 |
+20.16% |
GAMMA Investing LLC |
238 |
282 |
+44 |
+18.49% |
CWM LLC |
7,901 |
9,274 |
+1,373 |
+17.38% |
JJJ Advisors Inc. |
151 |
177 |
+26 |
+17.22% |
Traynor Capital Management Inc. |
37,021 |
43,300 |
+6,279 |
+16.96% |
NBC Securities Inc. |
4,415 |
5,127 |
+712 |
+16.13% |
Sunpointe LLC |
1,129 |
1,307 |
+178 |
+15.77% |
Procyon Private Wealth Partners LLC |
1,345 |
1,555 |
+210 |
+15.61% |
RFG Advisory LLC |
2,965 |
3,426 |
+461 |
+15.55% |
Fulton Bank N.A. |
1,128 |
1,292 |
+164 |
+14.54% |
TrueMark Investments LLC |
9,453 |
10,727 |
+1,274 |
+13.48% |
Congress Wealth Management LLC DE |
3,784 |
4,270 |
+486 |
+12.84% |
Diversified Trust Co |
3,441 |
3,863 |
+422 |
+12.26% |
Wealth Enhancement Advisory Services LLC |
112,897 |
126,130 |
+13,233 |
+11.72% |
Octavia Wealth Advisors LLC |
2,043 |
2,264 |
+221 |
+10.82% |
Evanson Asset Management LLC |
5,056 |
5,594 |
+538 |
+10.64% |
Congress Asset Management Co. MA |
23,481 |
25,798 |
+2,317 |
+9.87% |
O ROURKE & COMPANY Inc |
1,097 |
1,197 |
+100 |
+9.12% |
Strategic Planning Group LLC |
9,553 |
10,406 |
+853 |
+8.93% |
First Affirmative Financial Network |
812 |
884 |
+72 |
+8.87% |
Gulf International Bank UK Ltd |
18,401 |
20,032 |
+1,631 |
+8.86% |
CIC Wealth LLC |
1,608 |
1,742 |
+134 |
+8.33% |
Mirador Capital Partners LP |
4,361 |
4,697 |
+336 |
+7.70% |
Daymark Wealth Partners LLC |
1,029 |
1,107 |
+78 |
+7.58% |
CAP Partners LLC |
1,076 |
1,154 |
+78 |
+7.25% |
CFM Wealth Partners LLC |
6,946 |
7,434 |
+488 |
+7.03% |
SeaCrest Wealth Management LLC |
4,975 |
5,307 |
+332 |
+6.67% |
Fort Pitt Capital Group LLC |
2,321 |
2,462 |
+141 |
+6.07% |
Means Investment CO. Inc. |
1,795 |
1,898 |
+103 |
+5.74% |
Founders Financial Securities LLC |
1,403 |
1,483 |
+80 |
+5.70% |
Wedmont Private Capital |
3,741 |
3,951 |
+210 |
+5.61% |
Flagship Harbor Advisors LLC |
4,231 |
4,468 |
+237 |
+5.60% |
TrimTabs Asset Management LLC |
11,662 |
12,252 |
+590 |
+5.06% |
KRS Capital Management LLC |
3,650 |
3,805 |
+155 |
+4.25% |
Ferguson Wellman Capital Management Inc. |
159,202 |
165,458 |
+6,256 |
+3.93% |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
2,208 |
2,284 |
+76 |
+3.44% |
Griffin Asset Management Inc. |
5,291 |
5,465 |
+174 |
+3.29% |
Fiduciary Alliance LLC |
6,379 |
6,550 |
+171 |
+2.68% |
Inspirion Wealth Advisors LLC |
1,139 |
1,169 |
+30 |
+2.63% |
Green Alpha Advisors LLC |
4,832 |
4,937 |
+105 |
+2.17% |
Moseley Investment Management Inc. |
6,183 |
6,295 |
+112 |
+1.81% |
Stratos Wealth Advisors LLC |
4,008 |
4,076 |
+68 |
+1.70% |
Parisi Gray Wealth Management |
2,825 |
2,857 |
+32 |
+1.13% |
Toth Financial Advisory Corp |
2,850 |
2,860 |
+10 |
+0.35% |
Moody National Bank Trust Division |
3,058 |
3,067 |
+9 |
+0.29% |
State of Michigan Retirement System |
233,000 |
233,643 |
+643 |
+0.28% |
Salem Investment Counselors Inc. |
28,056 |
28,094 |
+38 |
+0.14% |
Arkfeld Wealth Strategies L.L.C. |
4,439 |
4,444 |
+5 |
+0.11% |
13F Filers Reporting New Positions In CRWD |
Whitener Capital Management Inc. |
0 |
730 |
+730 |
+100% |
Optimum Investment Advisors |
0 |
200 |
+200 |
+100% |
Spirit of America Management Corp NY |
0 |
2,100 |
+2,100 |
+100% |
Investment Partners LTD. |
0 |
1,636 |
+1,636 |
+100% |
First Community Trust NA |
0 |
474 |
+474 |
+100% |
Grimes & Company Inc. |
0 |
735 |
+735 |
+100% |
Westend Capital Management LLC |
0 |
15,535 |
+15,535 |
+100% |
Northwest Investment Counselors LLC |
0 |
300 |
+300 |
+100% |
IMC Chicago LLC |
0 |
25,139 |
+25,139 |
+100% |
Mather Group LLC. |
0 |
238 |
+238 |
+100% |
Aviance Capital Partners LLC |
0 |
9,400 |
+9,400 |
+100% |
Thomasville National Bank |
0 |
674 |
+674 |
+100% |
SignalPoint Asset Management LLC |
0 |
658 |
+658 |
+100% |
Tuttle Tactical Management |
0 |
675 |
+675 |
+100% |
Riverview Trust Co |
0 |
113 |
+113 |
+100% |
MCF Advisors LLC |
0 |
100 |
+100 |
+100% |
BTC Capital Management Inc. |
0 |
30,925 |
+30,925 |
+100% |
Roble Belko & Company Inc |
0 |
2 |
+2 |
+100% |
First PREMIER Bank |
0 |
3 |
+3 |
+100% |
Harbour Capital Advisors LLC |
0 |
763 |
+763 |
+100% |
Counterpoint Mutual Funds LLC |
0 |
1,704 |
+1,704 |
+100% |
Lake Hills Wealth Management LLC |
0 |
685 |
+685 |
+100% |
Arlington Financial Advisors LLC |
0 |
2,000 |
+2,000 |
+100% |
Sound Income Strategies LLC |
0 |
49 |
+49 |
+100% |
Wealth Alliance Advisory Group LLC |
0 |
1,312 |
+1,312 |
+100% |
Cedar Brook Financial Partners LLC |
0 |
677 |
+677 |
+100% |
Howard Financial Services LTD. |
0 |
629 |
+629 |
+100% |
ERn Financial LLC |
0 |
649 |
+649 |
+100% |
WJ Wealth Management LLC |
0 |
1,612 |
+1,612 |
+100% |
Future Financial Wealth Managment LLC |
0 |
100 |
+100 |
+100% |
NovaPoint Capital LLC |
0 |
1,163 |
+1,163 |
+100% |
BNC Wealth Management LLC |
0 |
6,964 |
+6,964 |
+100% |
Capital CS Group LLC |
0 |
1,308 |
+1,308 |
+100% |
David J Yvars Group |
0 |
11,572 |
+11,572 |
+100% |
GoalVest Advisory LLC |
0 |
5 |
+5 |
+100% |
Defined Wealth Management LLC |
0 |
763 |
+763 |
+100% |
Piscataqua Savings Bank |
0 |
30 |
+30 |
+100% |
Global Wealth Strategies & Associates |
0 |
10 |
+10 |
+100% |
Key Client Fiduciary Advisors LLC |
0 |
658 |
+658 |
+100% |
Global Assets Advisory LLC |
0 |
65,516 |
+65,516 |
+100% |
Cyndeo Wealth Partners LLC |
0 |
1,264 |
+1,264 |
+100% |
Unique Wealth LLC |
0 |
650 |
+650 |
+100% |
Register Financial Advisors LLC |
0 |
395 |
+395 |
+100% |
GuoLine Advisory Pte Ltd |
0 |
82,100 |
+82,100 |
+100% |
Trivant Custom Portfolio Group LLC |
0 |
95 |
+95 |
+100% |
Rappaport Reiches Capital Management LLC |
0 |
844 |
+844 |
+100% |
GSG Advisors LLC |
0 |
646 |
+646 |
+100% |
Processus Wealth & Capital Management LLC |
0 |
3,825 |
+3,825 |
+100% |
13F Filers With Unchanged Share Count |
Neville Rodie & Shaw Inc. |
1,383 |
1,383 |
UNCH |
0.00% |
ST Germain D J Co. Inc. |
2 |
2 |
UNCH |
0.00% |
Beese Fulmer Investment Management Inc. |
4,761 |
4,761 |
UNCH |
0.00% |
Baldwin Brothers Inc. MA |
500 |
500 |
UNCH |
0.00% |
Atwood & Palmer Inc. |
403 |
403 |
UNCH |
0.00% |
Farmers & Merchants Investments Inc. |
8 |
8 |
UNCH |
0.00% |
Acropolis Investment Management LLC |
700 |
700 |
UNCH |
0.00% |
Boltwood Capital Management |
826 |
826 |
UNCH |
0.00% |
Sawyer & Company Inc |
18 |
18 |
UNCH |
0.00% |
Northwest Capital Management Inc |
291 |
291 |
UNCH |
0.00% |
Carolina Wealth Advisors LLC |
50 |
50 |
UNCH |
0.00% |
Tsfg LLC |
15 |
15 |
UNCH |
0.00% |
CVA Family Office LLC |
100 |
100 |
UNCH |
0.00% |
Investment Research & Advisory Group Inc. |
50 |
50 |
UNCH |
0.00% |
Sara Bay Financial |
1,000 |
1,000 |
UNCH |
0.00% |
Hexagon Capital Partners LLC |
100 |
100 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
5 |
5 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
12 |
12 |
UNCH |
0.00% |
Ameliora Wealth Management Ltd. |
700 |
700 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
54 |
54 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
20 |
20 |
UNCH |
0.00% |
Fortitude Family Office LLC |
12 |
12 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
400 |
400 |
UNCH |
0.00% |
PFS Partners LLC |
12 |
12 |
UNCH |
0.00% |
1858 Wealth Management LLC |
4,979 |
4,979 |
UNCH |
0.00% |
Financial Synergies Wealth Advisors Inc. |
57 |
57 |
UNCH |
0.00% |
13F Filers Decreasing CRWD Share Count |
Grassi Investment Management |
17,175 |
1,400 |
-15,775 |
-91.85% |
Oak Thistle LLC |
3,059 |
667 |
-2,392 |
-78.20% |
Pure Financial Advisors Inc. |
3,287 |
1,219 |
-2,068 |
-62.91% |
B & T Capital Management DBA Alpha Capital Management |
2,257 |
907 |
-1,350 |
-59.81% |
InTrack Investment Management Inc |
4,190 |
2,154 |
-2,036 |
-48.59% |
Hillman Co. |
87,978 |
49,487 |
-38,491 |
-43.75% |
Meridian Financial Partners LLC |
9,390 |
5,358 |
-4,032 |
-42.94% |
PayPay Securities Corp |
16 |
11 |
-5 |
-31.25% |
Halpern Financial Inc. |
6,498 |
4,498 |
-2,000 |
-30.78% |
First Hawaiian Bank |
4,823 |
3,473 |
-1,350 |
-27.99% |
Banque Cantonale Vaudoise |
13,811 |
9,959 |
-3,852 |
-27.89% |
Congress Park Capital LLC |
3,760 |
2,745 |
-1,015 |
-26.99% |
Jessup Wealth Management Inc |
28,566 |
20,940 |
-7,626 |
-26.70% |
Gillespie Robinson & Grimm Inc. |
196,294 |
157,415 |
-38,879 |
-19.81% |
ARK Investment Management LLC |
142,009 |
114,985 |
-27,024 |
-19.03% |
MinichMacGregor Wealth Management LLC |
26,758 |
21,913 |
-4,845 |
-18.11% |
Loup Funds LLC |
55,576 |
45,575 |
-10,001 |
-18.00% |
KAMES CAPITAL plc |
218,871 |
180,408 |
-38,463 |
-17.57% |
Los Angeles Capital Management & Equity Research Inc. |
124,590 |
102,694 |
-21,896 |
-17.57% |
Vanguard Capital Wealth Advisors |
1,300 |
1,100 |
-200 |
-15.38% |
Fundamentun LLC |
3,259 |
2,759 |
-500 |
-15.34% |
180 Wealth Advisors LLC |
4,521 |
3,849 |
-672 |
-14.86% |
Allspring Global Investments Holdings LLC |
596,116 |
523,341 |
-72,775 |
-12.21% |
CRA Financial Services LLC |
926 |
813 |
-113 |
-12.20% |
Galvin Gaustad & Stein LLC |
2,476 |
2,175 |
-301 |
-12.16% |
OneAscent Financial Services LLC |
1,113 |
981 |
-132 |
-11.86% |
Independence Bank of Kentucky |
2,634 |
2,359 |
-275 |
-10.44% |
Eagle Wealth Strategies LLC |
1,109 |
995 |
-114 |
-10.28% |
Fox Hill Wealth Management |
9,292 |
8,411 |
-881 |
-9.48% |
Westhampton Capital LLC |
1,320 |
1,195 |
-125 |
-9.47% |
M&R Capital Management Inc. |
6,067 |
5,504 |
-563 |
-9.28% |
Dynamic Advisor Solutions LLC |
21,994 |
20,073 |
-1,921 |
-8.73% |
Aurum Wealth Management Group LLC |
1,225 |
1,123 |
-102 |
-8.33% |
CHURCHILL MANAGEMENT Corp |
4,809 |
4,412 |
-397 |
-8.26% |
626 Financial LLC |
1,671 |
1,545 |
-126 |
-7.54% |
Opinicus Capital Inc. |
1,877 |
1,742 |
-135 |
-7.19% |
Wealthcare Advisory Partners LLC |
5,645 |
5,243 |
-402 |
-7.12% |
NorthCrest Asset Manangement LLC |
3,020 |
2,807 |
-213 |
-7.05% |
Capital Investment Advisors LLC |
2,123 |
1,978 |
-145 |
-6.83% |
Kingswood Wealth Advisors LLC |
2,173 |
2,030 |
-143 |
-6.58% |
Allred Capital Management LLC |
837 |
785 |
-52 |
-6.21% |
Stratos Wealth Partners LTD. |
19,364 |
18,185 |
-1,179 |
-6.09% |
Contravisory Investment Management Inc. |
45,467 |
42,798 |
-2,669 |
-5.87% |
Symphony Financial Ltd. Co. |
1,348 |
1,269 |
-79 |
-5.86% |
Asset Dedication LLC |
172 |
162 |
-10 |
-5.81% |
Claro Advisors LLC |
1,272 |
1,199 |
-73 |
-5.74% |
Wolff Wiese Magana LLC |
4,292 |
4,049 |
-243 |
-5.66% |
Aurora Investment Managers LLC. |
8,073 |
7,630 |
-443 |
-5.49% |
AdvisorNet Financial Inc |
1,253 |
1,186 |
-67 |
-5.35% |
WD Rutherford LLC |
18,506 |
17,543 |
-963 |
-5.20% |
Rise Advisors LLC |
383 |
365 |
-18 |
-4.70% |
Twelve Points Wealth Management LLC |
2,969 |
2,840 |
-129 |
-4.34% |
Grandview Asset Management LLC |
13,353 |
12,844 |
-509 |
-3.81% |
Capital Asset Advisory Services LLC |
849 |
818 |
-31 |
-3.65% |
Royal Fund Management LLC |
13,090 |
12,630 |
-460 |
-3.51% |
Vivid Wealth Management LLC |
15,014 |
14,515 |
-499 |
-3.32% |
City State Bank |
1,232 |
1,193 |
-39 |
-3.17% |
Massmutual Trust Co. FSB ADV |
20,117 |
19,486 |
-631 |
-3.14% |
First National Bank |
1,915 |
1,855 |
-60 |
-3.13% |
Reliant Investment Management LLC |
25,886 |
25,283 |
-603 |
-2.33% |
Jacobs & Co. CA |
16,676 |
16,330 |
-346 |
-2.07% |
Arden Trust Co |
5,874 |
5,754 |
-120 |
-2.04% |
Blue Zone Wealth Advisors LLC |
19,649 |
19,256 |
-393 |
-2.00% |
Integrity Wealth Solutions LLC |
1,367 |
1,341 |
-26 |
-1.90% |
Skyline Advisors Inc. |
1,323 |
1,298 |
-25 |
-1.89% |
Park Avenue Securities LLC |
10,264 |
10,089 |
-175 |
-1.70% |
Harbor Investment Advisory LLC |
4,042 |
3,997 |
-45 |
-1.11% |
Brookstone Capital Management |
40,661 |
40,623 |
-38 |
-0.09% |
13F Filers Exiting CRWD |
Bruce G. Allen Investments LLC |
4 |
0 |
-4 |
-100.00% |
West Paces Advisors Inc. |
17 |
0 |
-17 |
-100.00% |
Strategic Advocates LLC |
970 |
0 |
-970 |
-100.00% |
McGlone Suttner Wealth Management Inc. |
141 |
0 |
-141 |
-100.00% |
Catalyst Private Wealth LLC |
1,118 |
0 |
-1,118 |
-100.00% |
Gunderson Capital Management Inc. |
8,390 |
0 |
-8,390 |
-100.00% |
TB Alternative Assets Ltd. |
12,600 |
0 |
-12,600 |
-100.00% |
Thompson Investment Management Inc. |
7,525 |
0 |
-7,525 |
-100.00% |
Tompkins Financial Corp |
300 |
0 |
-300 |
-100.00% |