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NCR Voyix

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Bell Investment Advisors
California
$960 +$572 +43 +179%
SIS
327
Sound Income Strategies
Florida
$843
GJIA
328
Glass Jacobson Investment Advisors
Maryland
$843 +$785 +59 New
BCM
329
Blume Capital Management
California
$819 +$758 +57 New
TF
330
TimeScale Financial
Massachusetts
$722
BAM
331
Byrne Asset Management
New Jersey
$655
TPCW
332
TD Private Client Wealth
New York
$655
CWC
333
Carolinas Wealth Consulting
North Carolina
$655 +$612 +46 New
RWM
334
Ruedi Wealth Management
Illinois
$655 +$612 +46 New
SIC
335
SJS Investment Consulting
Ohio
$609 +$186 +14 +50%
WWM
336
Wolff Wiese Magana
California
$609 +$559 +42 New
APW
337
Acima Private Wealth
Virginia
$585
MHR
338
Matthew Hamilton Rosenberg
$585 +$545 +41 New
LFG
339
Larson Financial Group
Missouri
$562
AWM
340
Avior Wealth Management
Nebraska
$561
CB
341
CNB Bank
Pennsylvania
$515
DI
342
Disciplined Investments
Oklahoma
$515 +$160 +12 +50%
CSWM
343
Cassady Schiller Wealth Management
Ohio
$515 +$479 +36 New
MPCL
344
My Personal CFO LLC
Washington
$492 +$452 +34 New
BWM
345
BerganKDV Wealth Management
Minnesota
$468 +$439 +33 New
MFT
346
Moisand Fitzgerald Tamayo
Florida
$399
ATC
347
Adirondack Trust Company
New York
$397
TCM
348
TD Capital Management
Tennessee
$293
EWA
349
EverSource Wealth Advisors
Alabama
$281 -$3.29K -247 -93%
AFS
350
Annapolis Financial Services
Maryland
$281 -$532 -40 -67%