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Credo Technology Group
CRDO

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
601
Global Retirement Partners
California
$10.9K -$5.51K -45 -38%
BWL
602
Bogart Wealth LLC
Virginia
$10.3K +$8.69K +71 New
HFS
603
Hughes Financial Services
Virginia
$10K – – –
CA
604
Crewe Advisors
Utah
$9.46K +$7.96K +65 New
W
605
WealthCollab
Washington
$9.17K +$1.35K +11 +21%
WTA
606
Washington Trust Advisors
Massachusetts
$9.17K +$7.71K +63 New
CIAM
607
Caitong International Asset Management
Hong Kong
$7.86K -$213K -1,741 -97%
CFD
608
Creative Financial Designs
Indiana
$7.28K +$6.12K +50 New
VWWMG
609
Vermillion & White Wealth Management Group
Pennsylvania
$6.84K – – –
LI
610
LRI Investments
Florida
$5.84K – – –
SC
611
Swan Capital
Florida
$5.39K – – –
AAG
612
Armstrong Advisory Group
Massachusetts
$5.24K – – –
UB
613
UMB Bank
Missouri
$5.1K +$4.28K +35 New
HWM
614
Hemington Wealth Management
Virginia
$5K +$4.53K +37 New
PWA
615
Physician Wealth Advisors
Utah
$4.81K +$1.1K +9 +38%
DEM
616
Disciplined Equity Management
Florida
$4.37K +$3.67K +30 New
CT
617
Colonial Trust
South Carolina
$4.34K -$1.47K -12 -32%
RWS
618
Retirement Wealth Solutions
Wisconsin
$4.08K +$3.43K +28 New
RWM
619
Raffa Wealth Management
District of Columbia
$3.79K – – –
BAM
620
Bellevue Asset Management
Washington
$3.35K +$2.81K +23 New
ITIM
621
Indiana Trust & Investment Management
Indiana
$3.2K – – –
MAM
622
Marquette Asset Management
Minnesota
$2.62K +$2.2K +18 New
WCM
623
Winthrop Capital Management
Indiana
$2K – – –
AW
624
Avion Wealth
Texas
$2K +$490 +4 +36%
JWA
625
JFS Wealth Advisors
Pennsylvania
$1.46K +$1.22K +10 New
23 24
25
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