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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Clearstead Trust
Maine
$1.03K – – –
SIC
227
SJS Investment Consulting
Ohio
$875 – – –
TPBG
228
Turning Point Benefit Group
Maryland
$831 +$913 +16 New
Jones Financial Companies
229
Jones Financial Companies
Missouri
$823 – – –
ACM
230
Anfield Capital Management
California
$771 – – –
GRP
231
Global Retirement Partners
California
$771 – – –
SS
232
Sunbelt Securities
Texas
$720 +$799 +14 New
TWC
233
TD Waterhouse Canada
Ontario, Canada
$573 – – –
BI
234
Binnacle Investments
Iowa
$566 – – –
TWD
235
True Wealth Design
Ohio
$566 – – –
LWMI
236
Legacy Wealth Management (Idaho)
Idaho
$515 – – –
DWM
237
Dogwood Wealth Management
Kansas
$309 – – –
CA
238
CoreCap Advisors
Michigan
$257 – – –
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257 – – –
PA
240
Parallel Advisors
California
$257 – – –
TCOV
241
Trust Company of Vermont
Vermont
$206 – – –
AWM
242
Abound Wealth Management
Tennessee
$155 – – –
FCMT
243
Founders Capital Management (Texas)
Texas
$103 – – –
TFM
244
TFC Financial Management
Massachusetts
$52 +$57 +1 New
CIAM
245
Caitong International Asset Management
Hong Kong
$51 -$28.9K -506 -100%
NPIC
246
Neumeier Poma Investment Counsel
California
– -$13.6M -220,730 Closed
Arrowstreet Capital
247
Arrowstreet Capital
Massachusetts
– -$4.75M -76,988 Closed
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
– -$2.55M -41,436 Closed
Connor, Clark & Lunn Investment Management (CC&L)
249
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.66M -26,869 Closed
TI
250
Trexquant Investment
Connecticut
– -$1.32M -21,492 Closed