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California Resources
CRC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
326
Valued Wealth Advisors
Utah
$2.96K -$22.4K -363 -87%
JWA
327
JFS Wealth Advisors
Pennsylvania
$2.43K +$1.29K +21 +84%
AG
328
AmeriFlex Group
Nevada
$2.38K +$2.77K +45 New
HNB
329
Huntington National Bank
Ohio
$2.33K +$2.65K +43 +4,300%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$2.27K – – –
IAS
331
IMA Advisory Services
Colorado
$1.8K +$677 +11 +48%
PMFA
332
Plante Moran Financial Advisors
Michigan
$1.64K +$1.91K +31 New
PWA
333
Physician Wealth Advisors
Utah
$1.59K -$862 -14 -32%
APFP
334
Action Point Financial Planning
Michigan
$1.48K +$1.79K +29 New
KG
335
Kilter Group
New York
$1.38K -$1.6K -26 -50%
TFA
336
Transamerica Financial Advisors
Florida
$1.23K +$1.17K +19 +475%
RWM
337
Rialto Wealth Management
New York
$1.16K +$246 +4 +22%
CCMI
338
Creative Capital Management Investments
California
$1.16K +$1.35K +22 New
CPG
339
Cornerstone Planning Group
New Jersey
$1.13K +$1.29K +21 New
PWMG
340
Prestige Wealth Management Group
New Jersey
$1.06K +$554 +9 +82%
CA
341
Clearstead Advisors
Ohio
$1K +$1.17K +19 New
CAL
342
Capital Advisors Ltd
Ohio
$1K – – –
AW
343
Ankerstar Wealth
Texas
$952 – – –
BGAI
344
Bruce G. Allen Investments
Colorado
$952 – – –
WETS
345
Wealth Enhancement Trust Services
South Dakota
$846 – – –
SPIA
346
Steward Partners Investment Advisory
New York
$846 +$985 +16 New
TPCW
347
TD Private Client Wealth
New York
$793 +$924 +15 New
SIC
348
SJS Investment Consulting
Ohio
$476 – – –
GWM
349
Gilpin Wealth Management
Colorado
$476 +$62 +1 +13%
HFS
350
Hughes Financial Services
Virginia
$476 +$554 +9 New
12 13
14
15 16