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CROX

Name Holding Trade Value Shares
Change 		Change in
Stake
WBWA
451
William B. Walkup & Associates
South Carolina
$3.62K +$3.28K +30 New
JWA
452
JFS Wealth Advisors
Pennsylvania
$3.5K +$765 +7 +32%
SIM
453
Synergy Investment Management
Florida
$3.35K +$2.95K +27 New
PWMA
454
Pension & Wealth Management Advisors
Massachusetts
$3.26K – – –
SWM
455
SHP Wealth Management
Massachusetts
$3.02K -$983 -9 -26%
TM
456
Torren Management
California
$2.9K – – –
CCWM
457
Cassaday & Co Wealth Management
Virginia
$2.77K – – –
SFG
458
Strive Financial Group
Indiana
$2.77K – – –
KFAS
459
Keating Financial Advisory Services
Kansas
$2.77K +$109 +1 +5%
PWPS
460
Pinnacle Wealth Planning Services
Ohio
$2.41K – – –
GFA
461
Godfrey Financial Associates
New York
$2.17K – – –
PWMG
462
Private Wealth Management Group
New Jersey
$2.17K – – –
RWM
463
Rialto Wealth Management
New York
$2.17K +$1.42K +13 +260%
CAL
464
Capital Advisors Ltd
Ohio
$2K – – –
RWS
465
Retirement Wealth Solutions
Wisconsin
$1.93K +$765 +7 +78%
CH
466
Cromwell Holdings
Wyoming
$1.81K +$546 +5 +50%
PWMG
467
Prestige Wealth Management Group
New Jersey
$1.69K – – –
CCMI
468
Creative Capital Management Investments
California
$1.69K +$1.53K +14 New
EWP
469
Elevation Wealth Partners
California
$1.69K +$1.53K +14 New
MNA
470
Manning & Napier Advisors
New York
$1.63K +$1.42K +13 New
ZBNA
471
Zions Bancorporation, National Association
Utah
$1.57K – – –
HFS
472
Hughes Financial Services
Virginia
$1.45K +$437 +4 +50%
CTC
473
Central Trust Company
Missouri
$1.45K +$874 +8 +200%
KG
474
Kilter Group
New York
$1.21K -$1.09K -10 -50%
TFM
475
TFC Financial Management
Massachusetts
$1.21K – – –
17 18
19
20 21