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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$3.8K – – –
MFT
202
Moisand Fitzgerald Tamayo
Florida
$3.43K -$4.16K -73 -57%
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$3.43K – – –
FFA
204
Farther Finance Advisors
California
$3.37K – – –
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$3.37K – – –
PFBT
206
Parkside Financial Bank & Trust
Missouri
$2.5K -$6.04K -106 -73%
QL
207
Quarry LP
New York
$2.25K -$28.1K -493 -93%
NS
208
NBC Securities
Alabama
$2K – – –
PA
209
Pineridge Advisors
Missouri
$1.81K +$1.65K +29 New
OC
210
Oakworth Capital
Alabama
$1.25K – – –
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.12K – – –
PS
212
Principal Securities
Iowa
$1.06K +$969 +17 New
GRP
213
Global Retirement Partners
California
$908 – – –
SPIA
214
Steward Partners Investment Advisory
New York
$748 – – –
PTC
215
Private Trust Company
Ohio
$624 – – –
HWM
216
HighMark Wealth Management
Minnesota
$561 – – –
AWM
217
Abound Wealth Management
Tennessee
$375 +$342 +6 New
DWM
218
Dogwood Wealth Management
Kansas
$374 +$342 +6 New
Federated Hermes
219
Federated Hermes
Pennsylvania
$312 -$26.1K -458 -99%
PA
220
Parallel Advisors
California
$312 – – –
S
221
SignatureFD
Georgia
$249 – – –
TCOV
222
Trust Company of Vermont
Vermont
$249 +$228 +4 New
SSA
223
Schonfeld Strategic Advisors
New York
– -$2.26M -40,223 Closed
Macquarie Group
224
Macquarie Group
Australia
– -$1.13M -20,100 Closed
HF
225
HRT Financial
New York
– -$509K -9,059 Closed