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Crescent Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bare Financial Services
Pennsylvania
$7.96K +$6.49K +531 +190%
HNB
302
Huntington National Bank
Ohio
$7.19K – – –
PWMG
303
Prestige Wealth Management Group
New Jersey
$6.72K – – –
SAM
304
Smartleaf Asset Management
Massachusetts
$6.22K – – –
GRP
305
Global Retirement Partners
California
$5.91K +$7.36K +602 New
CFM
306
Cornerstone Financial Management
Massachusetts
$5.91K – – –
FHC
307
First Horizon Corporation
Tennessee
$5.42K -$990 -81 -13%
EP
308
Essential Partners
California
$5.22K – – –
AUB
309
Atlantic Union Bankshares
Virginia
$5.21K +$61 +5 +1%
PWMG
310
Private Wealth Management Group
New Jersey
$5.17K +$1.36K +111 +27%
RIL
311
Rothschild Investment LLC
Illinois
$4.83K +$354 +29 +6%
PWAM
312
Private Wealth Asset Management
Iowa
$4.67K – – –
VWA
313
Valued Wealth Advisors
Utah
$3.87K -$6.55K -536 -58%
LFG
314
Larson Financial Group
Missouri
$3.76K +$1.6K +131 +52%
BC
315
Bayforest Capital
United Kingdom
$3.61K +$4.5K +368 New
CA
316
CoreCap Advisors
Michigan
$3.39K +$672 +55 +19%
APFP
317
Action Point Financial Planning
Michigan
$3.08K +$3.89K +318 New
NRG
318
Nemes Rush Group
Michigan
$3.04K +$3.78K +309 New
AW
319
Avion Wealth
Texas
$3K – – –
KFAS
320
Keating Financial Advisory Services
Kansas
$2.75K -$49 -4 -1%
FFO
321
Fortitude Family Office
Arizona
$2.57K +$232 +19 +8%
NFSG
322
Newbridge Financial Services Group
Florida
$2.55K -$74.6K -6,104 -96%
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$2.14K -$2.05K -168 -44%
BTI
324
Blue Trust Inc
Georgia
$2.11K – – –
BWL
325
Bogart Wealth LLC
Virginia
$1.94K +$2.42K +198 New