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Crescent Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OP
301
ORG Partners
Indiana
$7K -$44 -5 -0.6%
SIS
302
Sound Income Strategies
Florida
$6.79K +$7.11K +810 New
FHC
303
First Horizon Corporation
Tennessee
$6.75K +$1.33K +151 +23%
PWMG
304
Prestige Wealth Management Group
New Jersey
$6.51K +$4.24K +483 +165%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$6.48K +$2.74K +312 +68%
GRP
306
Global Retirement Partners
California
$6.02K +$2.79K +318 +80%
CFM
307
Cornerstone Financial Management
Massachusetts
$5.05K +$5.29K +602 New
AUB
308
Atlantic Union Bankshares
Virginia
$4.37K +$53 +6 +1%
IA
309
IFP Advisors
Florida
$4.22K -$1.32K -150 -23%
CA
310
CoreCap Advisors
Michigan
$4.11K +$4.26K +485 +9,700%
PWAM
311
Private Wealth Asset Management
Iowa
$3.99K +$4.18K +476 New
Optiver Holding
312
Optiver Holding
Netherlands
$3.81K -$4.51K -514 -53%
BFS
313
Bare Financial Services
Pennsylvania
$3.52K +$3.22K +367 +706%
PWMG
314
Private Wealth Management Group
New Jersey
$3.48K +$3.64K +415 New
RIL
315
Rothschild Investment LLC
Illinois
$3.26K +$957 +109 +39%
AW
316
Avion Wealth
Texas
$3K +$3.48K +396 New
LI
317
LRI Investments
Florida
$2.67K +$2.79K +318 New
BWA
318
Basecamp Wealth Advisors
Washington
$1.93K +$2.02K +230 New
BTI
319
Blue Trust Inc
Georgia
$1.8K
KG
320
Kilter Group
New York
$1.79K +$1.39K +158 +287%
RFP
321
Root Financial Partners
California
$1.73K -$351 -40 -16%
VWM
322
Vermillion Wealth Management
Minnesota
$1.68K +$1.76K +200 New
FFO
323
Fortitude Family Office
Arizona
$1.58K +$1.28K +146 +348%
CC
324
Corsicana & Co
Texas
$1.51K
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$1.27K -$75.8K -8,634 -98%