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Credo Technology Group
CRDO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
776
Peak Financial Management
Massachusetts
$238K +$173K +875 New
HNB
777
Huntington National Bank
Ohio
$237K +$109K +551 +173%
SW
778
Simplicity Wealth
New Jersey
$236K +$172K +868 New
VFG
779
Victory Financial Group
Texas
$236K +$172K +868 New
ACM
780
Ashford Capital Management
Delaware
$235K +$171K +865 New
C
781
Certuity
Florida
$235K +$171K +865 New
EI
782
Ellevest Inc
New York
$234K +$182K +923 New
AO
783
Advisor OS
Illinois
$234K +$170K +861 New
CAG
784
Crestwood Advisors Group
Massachusetts
$233K +$170K +858 New
RFC
785
Regions Financial Corp
Alabama
$233K +$169K +857 New
SFS
786
Sowell Financial Services
Arkansas
$233K +$169K +855 New
HBCM
787
Heron Bay Capital Management
Michigan
$232K +$169K +854 New
CWP
788
Core Wealth Partners
California
$231K +$168K +850 New
BBPWM
789
Blue Bell Private Wealth Management
Pennsylvania
$229K +$12.4K +63 +8%
WIA
790
World Investment Advisors
California
$228K -$86.7K -439 -19%
DLA
791
Douglas Lane & Associates
New York
$224K +$162K +822 New
RCAG
792
Rehmann Capital Advisory Group
Michigan
$222K +$167K +843 New
ACM
793
Advisors Capital Management
New Jersey
$221K +$160K +812 New
II
794
Impact Investors
California
$220K +$160K +810 New
GCA
795
Genesee Capital Advisors
New York
$220K +$160K +810 New
EC
796
Elequin Capital
New York
$220K +$153K +776 +2,425%
PPG
797
Peak Planning Group
Colorado
$219K +$159K +806 New
MFG
798
Magnus Financial Group
New York
$218K +$158K +801 New
CAS
799
CTC Alternative Strategies
Illinois
$218K +$158K +800 New
VAS
800
Vestmark Advisory Solutions
Massachusetts
$217K +$158K +799 New
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