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Permian Resources
PR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
551
International Assets Investment Management
Florida
$5.38K – – –
APFP
552
Action Point Financial Planning
Michigan
$5.38K +$5.93K +295 New
MHR
553
Matthew Hamilton Rosenberg
$5.36K – – –
EWP
554
Elevation Wealth Partners
California
$5.28K +$5.77K +287 New
CAL
555
Capital Advisors Ltd
Ohio
$5K – – –
OCWP
556
Owl Creek Wealth Partners
Colorado
$4.79K +$904 +45 +21%
CT
557
Colonial Trust
South Carolina
$3.88K -$342 -17 -7%
RWM
558
Rialto Wealth Management
New York
$3.77K +$1.89K +94 +85%
TCM
559
Triumph Capital Management
Colorado
$3.68K – – –
HI
560
Harbour Investments
Wisconsin
$3.65K +$3.5K +174 +725%
VWA
561
Valued Wealth Advisors
Utah
$3.48K +$743 +37 +24%
CH
562
Cromwell Holdings
Wyoming
$3.48K +$1.19K +59 +45%
BFS
563
Bare Financial Services
Pennsylvania
$3.46K +$201 +10 +6%
CCMI
564
Creative Capital Management Investments
California
$3.44K +$3.76K +187 New
PWMG
565
Private Wealth Management Group
New Jersey
$3.35K – – –
CCC
566
Chelsea Counsel Company
California
$3.13K – – –
AW
567
Avion Wealth
Texas
$3K +$1.55K +77 +88%
CI
568
CX Institutional
Indiana
$3K +$3.78K +188 New
CFM
569
Cornerstone Financial Management
Massachusetts
$2.93K +$1.47K +73 +85%
HFS
570
Hughes Financial Services
Virginia
$2.82K +$321 +16 +12%
WA
571
WPG Advisers
Maryland
$2.8K – – –
LC
572
Luminist Capital
Michigan
$2.76K +$3.01K +150 New
PTC
573
Private Trust Company
Ohio
$2.56K +$723 +36 +35%
CPG
574
Cornerstone Planning Group
New Jersey
$2.52K +$1.39K +69 +141%
IAS
575
IMA Advisory Services
Colorado
$2.48K +$944 +47 +53%
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