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Crescent Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$13.3K +$2.22K +212 +27%
GSEP
302
Golden State Equity Partners
California
$13.1K +$10.2K +973 New
KG
303
Kilter Group
New York
$12.6K +$7.56K +722 +339%
VWA
304
Valued Wealth Advisors
Utah
$12.6K +$9.74K +930 New
SIS
305
Sound Income Strategies
Florida
$10.4K +$73 +7 +0.9%
Huntington National Bank
306
Huntington National Bank
Ohio
$9.88K -$1.56K -149 -17%
PWMG
307
Prestige Wealth Management Group
New Jersey
$9.23K -$964 -92 -12%
FHC
308
First Horizon Corporation
Tennessee
$8.55K -$1.79K -171 -21%
Smartleaf Asset Management
309
Smartleaf Asset Management
Massachusetts
$8.42K -$7.61K -726 -54%
CFM
310
Cornerstone Financial Management
Massachusetts
$8.13K – – –
Barrow, Hanley, Mewhinney & Strauss
311
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.34K -$3.15K -301 -36%
EP
312
Essential Partners
California
$7.18K -$24.7K -2,360 -82%
Atlantic Union Bankshares
313
Atlantic Union Bankshares
Virginia
$7.09K +$52 +5 +1%
PWAM
314
Private Wealth Asset Management
Iowa
$6.43K – – –
RIL
315
Rothschild Investment LLC
Illinois
$6.25K +$775 +74 +19%
PWMG
316
Private Wealth Management Group
New Jersey
$5.6K – – –
IFP Advisors
317
IFP Advisors
Florida
$5.4K -$1.08K -103 -20%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$5.21K +$2.46K +235 +156%
LI
319
LRI Investments
Florida
$5.14K +$660 +63 +20%
AW
320
Avion Wealth
Texas
$5K – – –
CoreCap Advisors
321
CoreCap Advisors
Michigan
$3.92K -$2.1K -200 -41%
KFAS
322
Keating Financial Advisory Services
Kansas
$3.83K +$2.54K +243 +593%
BFS
323
Bare Financial Services
Pennsylvania
$3.78K -$1.46K -139 -33%
Larson Financial Group
324
Larson Financial Group
Missouri
$3.4K -$11.1K -1,058 -81%
FFO
325
Fortitude Family Office
Arizona
$3.28K +$576 +55 +29%