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Credo Technology Group
CRDO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
801
Vestmark Advisory Solutions
Massachusetts
$217K +$158K +799 New
WA
802
Waverly Advisors
Alabama
$216K +$157K +795 New
AP
803
Advisortrust Partners
North Carolina
$215K +$156K +792 New
OWCM
804
One Wealth Capital Management
Arizona
$215K +$156K +790 New
NWM
805
Nolet Wealth Management
Texas
$214K +$156K +788 New
GC
806
GFG Capital
Florida
$214K +$156K +787 New
GSIAS
807
Garden State Investment Advisory Services
New Jersey
$211K -$173K -875 -53%
AAS
808
Ameritas Advisory Services
Nebraska
$210K +$153K +773 New
FM
809
Family Management
New York
$209K +$152K +768 New
LNB
810
Ledyard National Bank
$209K +$168K +851 New
SWM
811
Spire Wealth Management
Virginia
$207K +$27.9K +141 +23%
FWA
812
FSM Wealth Advisors
Ohio
$206K +$150K +757 New
VCM
813
Versant Capital Management
Arizona
$205K +$11.1K +56 +8%
KP
814
Keel Point
Alabama
$205K +$149K +755 New
RWM
815
Riverbend Wealth Management
South Carolina
$205K +$149K +752 New
SF
816
Symphony Financial
Texas
$204K +$158K +801 New
EI
817
EFG International
$202K -$4.29M -21,712 -97%
MSFP
818
Mark Sheptoff Financial Planning
Connecticut
$190K +$9.88K +50 +8%
HCM
819
Hollencrest Capital Management
California
$190K +$138K +700 New
PK
820
Pflug Koory
Nebraska
$185K – – –
CFD
821
Creative Financial Designs
Indiana
$177K +$128K +650 New
RIL
822
Rothschild Investment LLC
Illinois
$170K -$13.2K -67 -10%
NFSG
823
Newbridge Financial Services Group
Florida
$165K +$72.1K +365 +151%
AA
824
AlphaCentric Advisors
Puerto Rico
$161K +$48K +243 +69%
EDRH
825
Edmond de Rothschild Holding
Switzerland
$160K +$116K +588 New
31 32
33
34 35