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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$2K -$1.84K -90 -53%
Bessemer Group
152
Bessemer Group
New Jersey
$2K – – –
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$2K – – –
VFA
154
Valeo Financial Advisors
Indiana
$2K – – –
1832 Asset Management
155
1832 Asset Management
Ontario, Canada
$2K +$756 +37 +47%
SWP
156
Stratos Wealth Partners
Ohio
$2K +$2.56K +125 New
SIM
157
Sonora Investment Management
Arizona
$1.95K – – –
AOWM
158
Alpha Omega Wealth Management
Virginia
$1K – – –
EWM
159
Edge Wealth Management
New York
$1K – – –
FIB
160
First Interstate Bank
Montana
$1K – – –
LCM
161
Liberty Capital Management
Michigan
$1K – – –
MFBTD
162
MB Financial Bank - Trust Department
Illinois
$1K – – –
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$1K +$450 +22 +63%
STA
164
Summit Trail Advisors
New York
$1K +$674 +33 New
RFC
165
Regions Financial Corp
Alabama
$1K +$1.57K +77 New
WEC
166
Winslow Evans & Crocker
Massachusetts
$274 – – –
Schroder Investment Management Group
167
Schroder Investment Management Group
United Kingdom
– -$19.8M -926,019 Closed
KCM
168
Kennedy Capital Management
Missouri
– -$4.24M -196,713 Closed
SIM
169
Spark Investment Management
New York
– -$1.07M -49,500 Closed
JGC
170
J. Goldman & Co
New York
– -$755K -35,000 Closed
BA
171
Boston Advisors
Massachusetts
– -$722K -33,470 Closed
HP
172
Harvey Partners
New York
– -$701K -32,500 Closed
Allianz Asset Management
173
Allianz Asset Management
Germany
– -$431K -20,000 Closed
NFA
174
Nationwide Fund Advisors
Ohio
– -$361K -16,750 Closed
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
– -$239K -11,100 Closed