NATL icon

NCR Atleos

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
251
Country Trust Bank
Illinois
$628 – – –
AssetMark Inc
252
AssetMark Inc
California
$571 +$27 +1 +5%
CA
253
Clearstead Advisors
Ohio
$543 – – –
WT
254
Whittier Trust
California
$541 – – –
BCMLT
255
Beacon Capital Management LLC (Tennessee)
Tennessee
$485 – – –
SS
256
Sunbelt Securities
Texas
$441 – – –
CIM
257
Contravisory Investment Management
Massachusetts
$428 – – –
CT
258
Clearstead Trust
Maine
$428 +$405 +15 New
PWA
259
Physician Wealth Advisors
Utah
$371 – – –
MHR
260
Matthew Hamilton Rosenberg
$342 – – –
TWD
261
True Wealth Design
Ohio
$286 -$189 -7 -41%
EB
262
Eastern Bank
Massachusetts
$285 – – –
VWM
263
Vermillion Wealth Management
Minnesota
$285 – – –
SIC
264
SJS Investment Consulting
Ohio
$229 -$162 -6 -43%
WA
265
Whipplewood Advisors
Colorado
$200 -$216 -8 -53%
AT
266
Avalon Trust
New Mexico
$172 – – –
W
267
WealthCollab
Washington
$172 – – –
CA
268
CoreCap Advisors
Michigan
$171 -$8.36K -310 -98%
FRA
269
Front Row Advisors
California
$171 – – –
MWA
270
Medallion Wealth Advisors
Connecticut
$171 – – –
TCM
271
TD Capital Management
Tennessee
$171 – – –
TIM
272
Tortoise Investment Management
New York
$171 – – –
FGC
273
Financial Gravity Companies
Texas
$171 +$162 +6 New
HAP
274
Harbor Asset Planning
Massachusetts
$171 +$162 +6 New
AWM
275
Abound Wealth Management
Tennessee
$143 – – –