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Crown Holdings
CCK

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
601
Zions Bancorporation, National Association
Utah
$1.6K +$1.71K +16 New
PWA
602
Principia Wealth Advisory
Texas
$1.5K +$748 +7 +88%
SEP
603
Signature Equity Partners
Ohio
$1.41K – – –
KG
604
Kilter Group
New York
$1.2K – – –
CCWM
605
Cassaday & Co Wealth Management
Virginia
$1.1K +$1.18K +11 New
PWA
606
Portus Wealth Advisors
North Carolina
$1.06K +$1.18K +11 New
RWM
607
Raffa Wealth Management
District of Columbia
$1K +$107 +1 +11%
FFA
608
Frazier Financial Advisors
Ohio
$1K +$1.07K +10 New
HIA
609
HFM Investment Advisors
New Jersey
$902 – – –
SFS
610
Sunrise Financial Services
Washington
$802 – – –
AF
611
Advisornet Financial
Minnesota
$802 +$214 +2 +33%
AFG
612
Albion Financial Group
Utah
$802 +$855 +8 New
WA
613
Whipplewood Advisors
Colorado
$802 +$855 +8 New
PWMG
614
Private Wealth Management Group
New Jersey
$702 – – –
QWM
615
Quaker Wealth Management
New Jersey
$702 – – –
BIA
616
Bell Investment Advisors
California
$502 +$534 +5 New
PWMG
617
Prestige Wealth Management Group
New Jersey
$502 +$534 +5 New
BWL
618
Bogart Wealth LLC
Virginia
$501 – – –
CFM
619
Cornerstone Financial Management
Massachusetts
$501 +$534 +5 New
VWM
620
Vermillion Wealth Management
Minnesota
$501 +$534 +5 New
DF
621
Dunhill Financial
United Kingdom
$453 +$107 +1 +33%
SWP
622
Strategic Wealth Partners
Ohio
$447 +$427 +4 New
PTC
623
Private Trust Company
Ohio
$401 – – –
TFA
624
Toth Financial Advisory
Virginia
$401 – – –
CW
625
Curio Wealth
Maryland
$401 +$427 +4 New
23 24
25
26 27