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Crescent Energy
CRGY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$1.41K +$1.22K +100 +233%
CMA
327
Cedar Mountain Advisors
Oregon
$1.4K – – –
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$1.22K – – –
OCWP
329
Owl Creek Wealth Partners
Colorado
$1.12K – – –
QL
330
Quarry LP
New York
$1.06K +$134 +11 +11%
CFO
331
CVA Family Office
Colorado
$962 -$452 -37 -27%
RWM
332
Rialto Wealth Management
New York
$904 +$1.08K +88 +2,200%
BIA
333
Bell Investment Advisors
California
$629 – – –
CCMI
334
Creative Capital Management Investments
California
$609 +$758 +62 New
SGFG
335
Silver Grove Financial Group
New York
$560 +$697 +57 New
SC
336
Swan Capital
Florida
$496 +$611 +50 New
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$491 – – –
PMFA
338
Plante Moran Financial Advisors
Michigan
$422 +$526 +43 New
GWM
339
Gilpin Wealth Management
Colorado
$364 +$61 +5 +16%
CA
340
Clearstead Advisors
Ohio
$364 +$452 +37 New
FC
341
Financial Consulate
Maryland
$197 – – –
HIA
342
HFM Investment Advisors
New Jersey
$197 +$196 +16 +400%
AW
343
Ankerstar Wealth
Texas
$196 – – –
TFA
344
Transamerica Financial Advisors
Florida
$166 – – –
BHWM
345
Bay Harbor Wealth Management
Maryland
$137 +$49 +4 +40%
SHIM
346
Stone House Investment Management
Pennsylvania
$137 +$171 +14 New
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$128 +$49 +4 +44%
DCM
348
Davis Capital Management
Florida
$128 +$159 +13 New
SWP
349
Strategic Wealth Partners
Ohio
$100 – – –
LI
350
LRI Investments
Florida
$98 -$4.53K -371 -97%
12 13
14
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