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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$30K +$1.06K +17 +4%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$29.5K +$29.7K +475 New
SWM
203
Spire Wealth Management
Virginia
$25.4K -$25.8K -412 -50%
TPCW
204
TD Private Client Wealth
New York
$21.7K +$4.44K +71 +25%
PHK
205
Point72 Hong Kong
Hong Kong
$18K +$18.2K +291 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$17K +$125 +2 +0.7%
VCM
207
Versant Capital Management
Arizona
$15.5K
MG
208
Mather Group
Illinois
$12.8K +$12.8K +205 New
C
209
Covestor
United Kingdom
$12K +$625 +10 +6%
CSC
210
Caldwell Sutter Capital
California
$11.3K
W
211
WealthCollab
Washington
$10K
Bessemer Group
212
Bessemer Group
New Jersey
$10K +$4.25K +68 +78%
GI
213
GAMMA Investing
California
$8.25K
QL
214
Quarry LP
New York
$7.81K +$5.63K +90 +250%
AF
215
Allworth Financial
California
$5.95K -$188 -3 -3%
HIM
216
Hillsdale Investment Management
Ontario, Canada
$5.58K
BWAM
217
Boyd Watterson Asset Management
Ohio
$4.71K
LFA
218
LGT Financial Advisors
Texas
$4.71K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$4.09K +$313 +5 +8%
AS
220
Altshuler Shaham
Israel
$3.6K -$15.6K -250 -81%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$3.41K
MFT
222
Moisand Fitzgerald Tamayo
Florida
$3.41K
FFA
223
Farther Finance Advisors
California
$3.35K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$3.35K
S
225
SignatureFD
Georgia
$3.16K +$2.94K +47 +1,175%