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Corebridge Financial
CRBG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
401
Private Trust Company
Ohio
$2.32K – – –
STB
402
S&T Bank
Pennsylvania
$2.23K +$2.11K +78 New
AFC
403
Ares Financial Consulting
California
$1.98K – – –
LFG
404
Larson Financial Group
Missouri
$1.97K -$919 -34 -33%
WA
405
Whipplewood Advisors
Colorado
$1.77K +$270 +10 +19%
CH
406
Cromwell Holdings
Wyoming
$1.72K +$514 +19 +46%
OCWP
407
Owl Creek Wealth Partners
Colorado
$1.43K – – –
KG
408
Kilter Group
New York
$1.38K – – –
PS
409
Planning Strategies
Pennsylvania
$1.29K +$1.22K +45 New
BF
410
Brooklyn FI
New York
$1.27K +$1.08K +40 New
MIM
411
Marshall Investment Management
Colorado
$1.17K +$1.11K +41 New
JWM
412
JPL Wealth Management
Colorado
$1.09K – – –
TPCW
413
TD Private Client Wealth
New York
$1.09K – – –
FC
414
Financial Consulate
Maryland
$1.06K -$2.52K -93 -72%
AW
415
Avion Wealth
Texas
$1K +$1.11K +41 +152%
NWM
416
Navigoe Wealth Management
California
$1K +$1.19K +44 New
1CP
417
1015 Capital Partners
Pennsylvania
$888 +$325 +12 +63%
BTI
418
Blue Trust Inc
Georgia
$859 +$406 +15 +100%
AWM
419
Activest Wealth Management
Florida
$744 -$5.65K -209 -89%
DF
420
DecisionPoint Financial
Arizona
$662 +$622 +23 New
BFS
421
Bare Financial Services
Pennsylvania
$573 -$460 -17 -46%
BIM
422
Breakwater Investment Management
Washington
$573 +$541 +20 New
NSIM
423
North Star Investment Management
Illinois
$544 -$1.76K -65 -77%
VWA
424
Valued Wealth Advisors
Utah
$544 -$784 -29 -60%
SC
425
SouthState Corp
Florida
$544 +$379 +14 +280%
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17
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