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NCR Voyix

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
301
Plante Moran Financial Advisors
Michigan
$6K +$6.14K +279 New
SSB
302
Sandy Spring Bank
Maryland
$5K -$1.85K -84 -30%
CT
303
Caldwell Trust
Florida
$4.33K
HR
304
Howe & Rusling
New York
$4K -$1.23K -56 -23%
AWM
305
Accel Wealth Management
Iowa
$4K
COCM
306
Charter Oak Capital Management
New Hampshire
$4K
PWMG
307
Prestige Wealth Management Group
New Jersey
$4K
PA
308
Parallel Advisors
California
$4K +$1.01K +46 +39%
QCG
309
Quadrant Capital Group
Ohio
$4K +$1.76K +80 +83%
EVM
310
Eaton Vance Management
Massachusetts
$4K +$4.22K +192 New
Lazard Asset Management
311
Lazard Asset Management
New York
$3K -$36.9K -1,677 -92%
PCG
312
Private Capital Group
Connecticut
$3K
RAM
313
Riggs Asset Management
Pennsylvania
$3K
SWA
314
SOA Wealth Advisors
New York
$3K
GEA
315
Glen Eagle Advisors
New Jersey
$2.58K
APA
316
American Portfolios Advisors
New York
$2.35K
BCA
317
Berman Capital Advisors
Georgia
$2K
CTB
318
Country Trust Bank
Illinois
$2K
EARNEST Partners
319
EARNEST Partners
Georgia
$2K
HWA
320
HHM Wealth Advisors
Tennessee
$2K
KFI
321
Key Financial Inc
Pennsylvania
$2K
NSIM
322
North Star Investment Management
Illinois
$2K
PCFFS
323
Pacific Center for Financial Services
California
$2K
RFA
324
Reilly Financial Advisors
California
$2K
TFM
325
TFC Financial Management
Massachusetts
$2K +$66 +3 +4%