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Credo Technology Group
CRDO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
901
Elevation Wealth Partners
California
$19K +$13.8K +70 New
CMA
902
Cedar Mountain Advisors
Oregon
$17.9K +$988 +5 +8%
SWM
903
SHP Wealth Management
Massachusetts
$17.7K +$3.36K +17 +35%
IFWM
904
Institute for Wealth Management
Colorado
$17.7K +$12.8K +65 New
C
905
Covestor
United Kingdom
$16K -$51K -258 -82%
W
906
WealthCollab
Washington
$14.1K – – –
CWP
907
Clark Wealth Partners
Illinois
$14.1K +$10.3K +52 New
UB
908
UMB Bank
Missouri
$14.1K +$3.36K +17 +49%
PS
909
Planning Strategies
Pennsylvania
$14.1K +$10.3K +52 New
EWM
910
Evolution Wealth Management
Florida
$13.9K – – –
SC
911
Swan Capital
Florida
$13.6K – – –
CT
912
Caldwell Trust
Florida
$13.6K +$9.88K +50 New
GA
913
GoalVest Advisory
New York
$13.3K – – –
GC
914
Gould Capital
Washington
$13.3K +$9.68K +49 New
CWM
915
Copia Wealth Management
Oregon
$12.2K – – –
LF
916
LifeSteps Financial
California
$11.7K +$8.5K +43 New
KAS
917
Kemnay Advisory Services
New York
$11.4K -$212K -1,074 -96%
RWM
918
Raffa Wealth Management
District of Columbia
$11.4K +$2.96K +15 +56%
CA
919
Continuum Advisory
Idaho
$11.4K +$8.3K +42 New
SGFG
920
Silver Grove Financial Group
New York
$11.4K +$8.3K +42 New
AAG
921
Armstrong Advisory Group
Massachusetts
$9.79K – – –
HWP
922
Highline Wealth Partners
California
$8.97K – – –
CH
923
Cromwell Holdings
Wyoming
$8.97K +$6.52K +33 New
JWA
924
JFS Wealth Advisors
Pennsylvania
$8.7K +$988 +5 +19%
TCOV
925
Trust Company of Vermont
Vermont
$8.16K +$5.93K +30 New
35 36
37
38 39