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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$1.68K
TM
227
Torren Management
California
$1.55K
JWM
228
JPL Wealth Management
Colorado
$1.47K
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.18K
CA
230
Clearstead Advisors
Ohio
$1.05K +$1.09K +25 New
PA
231
Parallel Advisors
California
$755 +$567 +13 +260%
CA
232
Continuum Advisory
Idaho
$755 +$785 +18 New
Jones Financial Companies
233
Jones Financial Companies
Missouri
$649
GRP
234
Global Retirement Partners
California
$629 +$654 +15 New
IA
235
IFP Advisors
Florida
$378 -$349 -8 -47%
JWA
236
JFS Wealth Advisors
Pennsylvania
$336 +$349 +8 New
DWM
237
Dogwood Wealth Management
Kansas
$252
CA
238
CoreCap Advisors
Michigan
$210
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210
TFA
240
Transamerica Financial Advisors
Florida
$167 +$174 +4 New
AWM
241
Abound Wealth Management
Tennessee
$126
AW
242
Ankerstar Wealth
Texas
$84 -$349 -8 -80%
GWM
243
Gilpin Wealth Management
Colorado
$84 -$44 -1 -33%
BWS
244
Buck Wealth Strategies
Colorado
$42 +$44 +1 New
DCM
245
Davis Capital Management
Florida
$42 +$44 +1 New
WHG
246
Westwood Holdings Group
Texas
-$35.9M -761,163 Closed
SCM
247
Simcoe Capital Management
New York
-$28.2M -597,725 Closed
Aberdeen Group
248
Aberdeen Group
United Kingdom
-$6.55M -138,913 Closed
MWM
249
Moran Wealth Management
Florida
-$2.14M -45,493 Closed
GAM
250
Gotham Asset Management
New York
-$1.23M -26,101 Closed