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NCR Voyix

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
326
Glass Jacobson Investment Advisors
Maryland
$843 +$785 +59 New
BCM
327
Blume Capital Management
California
$819 +$758 +57 New
TF
328
TimeScale Financial
Massachusetts
$722 – – –
BAM
329
Byrne Asset Management
New Jersey
$655 – – –
TPCW
330
TD Private Client Wealth
New York
$655 – – –
CWC
331
Carolinas Wealth Consulting
North Carolina
$655 +$612 +46 New
RWM
332
Ruedi Wealth Management
Illinois
$655 +$612 +46 New
SIC
333
SJS Investment Consulting
Ohio
$609 +$186 +14 +50%
WWM
334
Wolff Wiese Magana
California
$609 +$559 +42 New
APW
335
Acima Private Wealth
Virginia
$585 – – –
MHR
336
Matthew Hamilton Rosenberg
$585 +$545 +41 New
LFG
337
Larson Financial Group
Missouri
$562 – – –
AWM
338
Avior Wealth Management
Nebraska
$561 – – –
CB
339
CNB Bank
Pennsylvania
$515 – – –
DI
340
Disciplined Investments
Oklahoma
$515 +$160 +12 +50%
CSWM
341
Cassady Schiller Wealth Management
Ohio
$515 +$479 +36 New
MPCL
342
My Personal CFO LLC
Washington
$492 +$452 +34 New
BWM
343
BerganKDV Wealth Management
Minnesota
$468 +$439 +33 New
MFT
344
Moisand Fitzgerald Tamayo
Florida
$399 – – –
ATC
345
Adirondack Trust Company
New York
$397 – – –
TCM
346
TD Capital Management
Tennessee
$293 – – –
EWA
347
EverSource Wealth Advisors
Alabama
$281 -$3.29K -247 -93%
AFS
348
Annapolis Financial Services
Maryland
$281 -$532 -40 -67%
TIM
349
Tortoise Investment Management
New York
$281 – – –
OSNBOA
350
Old Second National Bank of Aurora
Illinois
$281 +$266 +20 New