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NCR Atleos

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
326
C.M. Bidwell & Associates
Hawaii
$697 – – –
TCM
327
Triumph Capital Management
Colorado
$697 – – –
CIM
328
Contravisory Investment Management
Massachusetts
$654 – – –
NS
329
NBC Securities
Alabama
$653 – – –
CFO
330
CVA Family Office
Colorado
$610 +$579 +14 New
PWA
331
Physician Wealth Advisors
Utah
$567 – – –
SIM
332
Synergy Investment Management
Florida
$567 +$537 +13 New
MHR
333
Matthew Hamilton Rosenberg
$523 – – –
GWM
334
Gilpin Wealth Management
Colorado
$523 +$248 +6 +100%
BGAI
335
Bruce G. Allen Investments
Colorado
$479 +$455 +11 New
DWP
336
Destiny Wealth Partners
Florida
$479 +$455 +11 New
EB
337
Eastern Bank
Massachusetts
$436 – – –
VWM
338
Vermillion Wealth Management
Minnesota
$436 – – –
SIC
339
SJS Investment Consulting
Ohio
$349 – – –
LHEI
340
Leo H. Evart Inc
California
$349 +$331 +8 New
WA
341
Whipplewood Advisors
Colorado
$305 – – –
W
342
WealthCollab
Washington
$262 – – –
FRA
343
Front Row Advisors
California
$261 – – –
HAP
344
Harbor Asset Planning
Massachusetts
$261 – – –
MWA
345
Medallion Wealth Advisors
Connecticut
$261 – – –
TCM
346
TD Capital Management
Tennessee
$261 – – –
FGAM
347
Financial Gravity Asset Management
Texas
$261 +$248 +6 New
AWM
348
Abound Wealth Management
Tennessee
$218 – – –
ME
349
McIlrath & Eck
Washington
$218 – – –
SWIM
350
Smallwood Wealth Investment Management
New Jersey
$217 – – –