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ROIC

Retail Opportunity Investments Corp.

Delisted

ROIC was delisted on the 12th of February, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$22K +$2.9K +170 +15%
SWA
177
Sutton Wealth Advisors
Florida
$18.4K -$14.1K -823 -44%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$18K +$12K +702 +234%
FHA
179
First Horizon Advisors
Tennessee
$17K
AF
180
Allworth Financial
California
$16K
VCM
181
Versant Capital Management
Arizona
$12K +$10.1K +593 +482%
SCM
182
Shelton Capital Management
Colorado
$11.3K -$190K -11,114 -98%
US Bancorp
183
US Bancorp
Minnesota
$11K +$10.7K +626 New
MNBTD
184
Moody National Bank Trust Division
Texas
$10K +$9.47K +554 New
HGWM
185
Harvest Group Wealth Management
Massachusetts
$8K +$7.64K +447 New
TCM
186
Tradewinds Capital Management
Washington
$7K
APC
187
Aspire Private Capital
North Carolina
$5K
GT
188
Glenmede Trust
Pennsylvania
$5K
PFBT
189
Parkside Financial Bank & Trust
Missouri
$5K +$2.92K +171 +182%
WAM
190
Wealthspire Advisors (Maryland)
Maryland
$4K
TRCT
191
Tower Research Capital (TRC)
New York
$4K +$3.66K +214 New
CAW
192
Cornerstone Advisors (Washington)
Washington
$4K +$4.41K +258 New
MSFP
193
Mark Sheptoff Financial Planning
Connecticut
$3K
VFA
194
Valeo Financial Advisors
Indiana
$3K
AssetMark Inc
195
AssetMark Inc
California
$2K -$4.54K -266 -74%
ASN
196
Advisory Services Network
Georgia
$2K
RFC
197
Regions Financial Corp
Alabama
$2K
SWM
198
SeaCrest Wealth Management
New York
$2K
AIA
199
Alera Investment Advisors
Illinois
$1K +$154 +9 +22%
PCP
200
Proficio Capital Partners
Massachusetts
$1K +$735 +43 New