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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
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$26K -$1.33K -77 -5%
SIM
177
Sonora Investment Management
Arizona
$26K +$26K +1,500 New
QCIG
178
Quad-Cities Investment Group
Iowa
$22K -$11.2K -647 -34%
SWA
179
Sutton Wealth Advisors
Florida
$18.2K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$18K
FHA
181
First Horizon Advisors
Tennessee
$16K -$1.2K -69 -7%
AF
182
Allworth Financial
California
$16K
Point72 Asset Management
183
Point72 Asset Management
Connecticut
$14K +$13.9K +800 New
HFM
184
Harvest Fund Management
China
$12K +$11.9K +686 New
US Bancorp
185
US Bancorp
Minnesota
$11K
CAW
186
Cornerstone Advisors (Washington)
Washington
$10K +$5.73K +331 +128%
VCM
187
Versant Capital Management
Arizona
$9K -$2.75K -159 -22%
HGWM
188
Harvest Group Wealth Management
Massachusetts
$7K
TCM
189
Tradewinds Capital Management
Washington
$7K
APC
190
Aspire Private Capital
North Carolina
$5K
GT
191
Glenmede Trust
Pennsylvania
$5K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$5K
MA
193
MUFG Americas
New York
$5K +$4.66K +269 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$4K +$4.42K +255 New
MSFP
195
Mark Sheptoff Financial Planning
Connecticut
$3K
VFA
196
Valeo Financial Advisors
Indiana
$3K
AssetMark Inc
197
AssetMark Inc
California
$2K
TFO
198
Tarbox Family Office
California
$2K +$1.63K +94 New
GWS
199
Glassman Wealth Services
Virginia
$1K
PCP
200
Proficio Capital Partners
Massachusetts
$1K