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NCR Voyix

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$50K +$477 +26 +1%
SWM
252
Sugarloaf Wealth Management
Georgia
$43K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$43K +$25.6K +1,397 +61%
Asset Management One
254
Asset Management One
Japan
$43K +$68K +3,703 New
BCWM
255
Bartlett & Co Wealth Management
Ohio
$39K
BC
256
Bartlett & Co
Ohio
$39K
SSG
257
Summit Securities Group
New York
$38K -$269K -14,670 -82%
WFA
258
Wipfli Financial Advisors
Wisconsin
$38K +$59.3K +3,231 New
FWM
259
Focused Wealth Management
New York
$38K +$59.8K +3,260 New
BTI
260
Blue Trust Inc
Georgia
$37K +$5.71K +311 +19%
EBA
261
Eagle Bay Advisors
New York
$36K -$8.11K -442 -13%
HNB
262
Huntington National Bank
Ohio
$28K +$4.55K +248 +11%
PFBT
263
Parkside Financial Bank & Trust
Missouri
$27K +$4.79K +261 +13%
Nomura Asset Management
264
Nomura Asset Management
Japan
$24.5K
CFB
265
Cullen/Frost Bankers
Texas
$19K
BBHC
266
Brown Brothers Harriman & Co
New York
$19K +$29.6K +1,612 New
GWM
267
Geneos Wealth Management
Colorado
$18K -$41.2K -2,243 -58%
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$18K +$13.2M +719,998 +121%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$17K -$17.3K -944 -38%
AF
270
Allworth Financial
California
$17K +$422 +23 +2%
SSA
271
Schonfeld Strategic Advisors
New York
$17K +$26.9K +1,467 New
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$14K +$1.28K +70 +6%
AssetMark Inc
273
AssetMark Inc
California
$14K +$5.49K +299 +33%
GRP
274
Global Retirement Partners
California
$12K +$2.42K +132 +16%
QC
275
Quent Capital
New York
$11K