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Crane Co
CR

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
551
JDM Financial Group
Texas
$5.58K – – –
APFP
552
Action Point Financial Planning
Michigan
$5.35K +$4.71K +25 New
BWL
553
Bogart Wealth LLC
Virginia
$5.13K +$4.33K +23 New
RWM
554
Rialto Wealth Management
New York
$4.91K +$2.45K +13 +144%
OCWP
555
Owl Creek Wealth Partners
Colorado
$4.68K – – –
VWM
556
Vermillion Wealth Management
Minnesota
$4.68K -$754 -4 -16%
TCOT
557
Trust Company of Toledo
Ohio
$4.68K – – –
TAP
558
Tounjian Advisory Partners
Florida
$4.06K +$3.39K +18 New
CH
559
Cromwell Holdings
Wyoming
$4.01K +$1.51K +8 +80%
CI
560
CX Institutional
Indiana
$4K – – –
HPC
561
HM Payson & Co
Maine
$3.79K – – –
AFG
562
Albion Financial Group
Utah
$3.57K – – –
B
563
Bayban
Minnesota
$3.12K – – –
PWPS
564
Pinnacle Wealth Planning Services
Ohio
$2.9K +$377 +2 +18%
WB
565
Webster Bank
Connecticut
$2.68K – – –
RWM
566
Raffa Wealth Management
District of Columbia
$2.68K +$188 +1 +9%
CFM
567
Cornerstone Financial Management
Massachusetts
$2.45K +$565 +3 +38%
RF
568
Rossby Financial
Florida
$2.45K +$1.89K +10 +1,000%
CCMI
569
Creative Capital Management Investments
California
$2.45K +$2.07K +11 New
MIM
570
Marshall Investment Management
Colorado
$2.45K +$2.07K +11 New
SFS
571
Sunrise Financial Services
Washington
$2.23K – – –
PJC
572
Phillip James Consulting
Minnesota
$2.23K +$1.89K +10 New
BHWM
573
Bay Harbor Wealth Management
Maryland
$2.01K +$565 +3 +50%
CAL
574
Capital Advisors Ltd
Ohio
$2K – – –
AW
575
Avion Wealth
Texas
$2K +$2.26K +12 New
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