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Crescent Energy
CRGY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
326
Basecamp Wealth Advisors
Washington
$1.84K +$1.66K +136 +267%
CC
327
Corsicana & Co
Texas
$1.77K – – –
JWA
328
JFS Wealth Advisors
Pennsylvania
$1.41K +$1.22K +100 +233%
CMA
329
Cedar Mountain Advisors
Oregon
$1.4K – – –
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$1.22K – – –
OCWP
331
Owl Creek Wealth Partners
Colorado
$1.12K – – –
QL
332
Quarry LP
New York
$1.06K +$134 +11 +11%
CFO
333
CVA Family Office
Colorado
$962 -$452 -37 -27%
RWM
334
Rialto Wealth Management
New York
$904 +$1.08K +88 +2,200%
BIA
335
Bell Investment Advisors
California
$629 – – –
CCMI
336
Creative Capital Management Investments
California
$609 +$758 +62 New
SGFG
337
Silver Grove Financial Group
New York
$560 +$697 +57 New
SC
338
Swan Capital
Florida
$496 +$611 +50 New
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$491 – – –
PMFA
340
Plante Moran Financial Advisors
Michigan
$422 +$526 +43 New
GWM
341
Gilpin Wealth Management
Colorado
$364 +$61 +5 +16%
CA
342
Clearstead Advisors
Ohio
$364 +$452 +37 New
FC
343
Financial Consulate
Maryland
$197 – – –
HIA
344
HFM Investment Advisors
New Jersey
$197 +$196 +16 +400%
AW
345
Ankerstar Wealth
Texas
$196 – – –
TFA
346
Transamerica Financial Advisors
Florida
$166 – – –
BHWM
347
Bay Harbor Wealth Management
Maryland
$137 +$49 +4 +40%
SHIM
348
Stone House Investment Management
Pennsylvania
$137 +$171 +14 New
DPW
349
DiNuzzo Private Wealth
Pennsylvania
$128 +$49 +4 +44%
DCM
350
Davis Capital Management
Florida
$128 +$159 +13 New
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