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Donnelley Financial Solutions
DFIN

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$4.28K +$649 +10 +18%
PS
227
Principal Securities
Iowa
$4.08K +$2.92K +45 +265%
FFA
228
Frazier Financial Advisors
Ohio
$3.82K -$1.82K -28 -33%
AS
229
Altshuler Shaham
Israel
$3.75K -$130 -2 -3%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$3.62K – – –
MFT
231
Moisand Fitzgerald Tamayo
Florida
$3.62K – – –
SCM
232
Sterling Capital Management
North Carolina
$3.16K +$3.12K +48 New
PFBT
233
Parkside Financial Bank & Trust
Missouri
$2.17K -$454 -7 -18%
EBA
234
Eagle Bay Advisors
New York
$1.78K -$519 -8 -23%
NA
235
NewEdge Advisors
Louisiana
$1.38K -$8.51K -131 -86%
ACM
236
Anfield Capital Management
California
$1.19K – – –
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$1.19K – – –
GRP
238
Global Retirement Partners
California
$987 – – –
BFPW
239
BOK Financial Private Wealth
Colorado
$856 +$844 +13 New
CPA
240
Capital Performance Advisors
California
$856 +$844 +13 New
SPIA
241
Steward Partners Investment Advisory
New York
$790 – – –
CFO
242
CVA Family Office
Colorado
$724 +$714 +11 New
PTC
243
Private Trust Company
Ohio
$658 – – –
LIS
244
Legacy Investment Solutions
Idaho
$623 +$649 +10 New
LWMI
245
Legacy Wealth Management (Idaho)
Idaho
$623 +$649 +10 New
DWM
246
Dogwood Wealth Management
Kansas
$395 – – –
CA
247
CoreCap Advisors
Michigan
$329 – – –
PA
248
Parallel Advisors
California
$329 – – –
AWM
249
Abound Wealth Management
Tennessee
$264 -$130 -2 -33%
LFG
250
Larson Financial Group
Missouri
$263 – – –
7 8 9
10
11