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Crescent Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
301
Golden State Equity Partners
California
$13.1K +$10.2K +973 New
KG
302
Kilter Group
New York
$12.6K +$7.56K +722 +339%
VWA
303
Valued Wealth Advisors
Utah
$12.6K +$9.74K +930 New
SIS
304
Sound Income Strategies
Florida
$10.4K +$73 +7 +0.9%
HNB
305
Huntington National Bank
Ohio
$9.88K -$1.56K -149 -17%
PWMG
306
Prestige Wealth Management Group
New Jersey
$9.23K -$964 -92 -12%
FHC
307
First Horizon Corporation
Tennessee
$8.55K -$1.79K -171 -21%
SAM
308
Smartleaf Asset Management
Massachusetts
$8.42K -$7.61K -726 -54%
CFM
309
Cornerstone Financial Management
Massachusetts
$8.13K
Barrow, Hanley, Mewhinney & Strauss
310
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.34K -$3.15K -301 -36%
EP
311
Essential Partners
California
$7.18K -$24.7K -2,360 -82%
AUB
312
Atlantic Union Bankshares
Virginia
$7.09K +$52 +5 +1%
PWAM
313
Private Wealth Asset Management
Iowa
$6.43K
RIL
314
Rothschild Investment LLC
Illinois
$6.25K +$775 +74 +19%
PWMG
315
Private Wealth Management Group
New Jersey
$5.6K
IA
316
IFP Advisors
Florida
$5.4K -$1.08K -103 -20%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$5.21K +$2.46K +235 +156%
LI
318
LRI Investments
Florida
$5.14K +$660 +63 +20%
AW
319
Avion Wealth
Texas
$5K
CA
320
CoreCap Advisors
Michigan
$3.92K -$2.1K -200 -41%
KFAS
321
Keating Financial Advisory Services
Kansas
$3.83K +$2.54K +243 +593%
BFS
322
Bare Financial Services
Pennsylvania
$3.78K -$1.46K -139 -33%
LFG
323
Larson Financial Group
Missouri
$3.4K -$11.1K -1,058 -81%
FFO
324
Fortitude Family Office
Arizona
$3.28K +$576 +55 +29%
RFP
325
Root Financial Partners
California
$3.16K +$293 +28 +14%