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NCR Voyix

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$1.09K – – –
LFG
227
Larson Financial Group
Missouri
$1.09K – – –
FGA
228
Fortis Group Advisors
New Jersey
$1.03K – – –
PA
229
Parallel Advisors
California
$1.02K -$2.97K -422 -77%
CIAM
230
Caitong International Asset Management
Hong Kong
$1.02K +$880 +125 New
CT
231
Caldwell Trust
Florida
$940 – – –
HI
232
Harbour Investments
Wisconsin
$931 -$169 -24 -17%
KFAS
233
Keating Financial Advisory Services
Kansas
$891 +$274 +39 +56%
CFD
234
Creative Financial Designs
Indiana
$866 +$746 +106 New
S
235
SignatureFD
Georgia
$850 +$732 +104 New
IPS
236
Investors Portfolio Services
Washington
$842 +$725 +103 New
SGK
237
Steigerwald Gordon & Koch
Virginia
$817 – – –
SWA
238
SOA Wealth Advisors
New York
$801 – – –
SS
239
SBI Securities
Japan
$735 – – –
PWMG
240
Prestige Wealth Management Group
New Jersey
$728 – – –
AF
241
Advisornet Financial
Minnesota
$727 – – –
BIAS
242
Beacon Investment Advisory Services
New Jersey
$719 – – –
MCI
243
MRP Capital Investments
Georgia
$662 +$570 +81 New
PMFA
244
Plante Moran Financial Advisors
Michigan
$654 +$267 +38 +90%
MAM
245
Marquette Asset Management
Minnesota
$654 +$563 +80 New
PP
246
PFS Partners
New Jersey
$646 +$120 +17 +27%
LWM
247
Lodestone Wealth Management
Washington
$645 – – –
SIM
248
Synergy Investment Management
Florida
$629 – – –
BF
249
BOK Financial
Oklahoma
$613 +$528 +75 New
CA
250
CoreCap Advisors
Michigan
$531 – – –