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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
226
Legacy Wealth Management (Idaho)
Idaho
$1.74K +$998 +16 +160%
EBA
227
Eagle Bay Advisors
New York
$1.69K – – –
EWA
228
EverSource Wealth Advisors
Alabama
$1.32K +$1.31K +21 New
ACM
229
Anfield Capital Management
California
$1.13K – – –
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.13K – – –
GRP
231
Global Retirement Partners
California
$941 – – –
PTC
232
Private Trust Company
Ohio
$627 – – –
Jones Financial Companies
233
Jones Financial Companies
Missouri
$627 +$624 +10 New
CFB
234
Cullen/Frost Bankers
Texas
$502 +$499 +8 New
DWM
235
Dogwood Wealth Management
Kansas
$376 – – –
CA
236
CoreCap Advisors
Michigan
$314 – – –
PA
237
Parallel Advisors
California
$314 – – –
AWM
238
Abound Wealth Management
Tennessee
$251 – – –
LFG
239
Larson Financial Group
Missouri
$251 – – –
S
240
SignatureFD
Georgia
$251 – – –
TCOV
241
Trust Company of Vermont
Vermont
$251 – – –
IA
242
IFP Advisors
Florida
$125 – – –
FCMT
243
Founders Capital Management (Texas)
Texas
$125 +$125 +2 New
Macquarie Group
244
Macquarie Group
Australia
$106 +$105K +1,686 New
AWM
245
Avior Wealth Management
Nebraska
$62 – – –
CSS
246
Cubist Systematic Strategies
Connecticut
– -$5.35M -81,226 Closed
AP
247
Advisors Preferred
Maryland
– -$5.09M -77,834 Closed
NC
248
NewSquare Capital
Pennsylvania
– -$4.62M -70,238 Closed
Jane Street
249
Jane Street
New York
– -$4.41M -66,931 Closed
CM
250
Castleark Management
Illinois
– -$3.86M -58,620 Closed