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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
Salem Investment Counselors
North Carolina
$36K
LC
202
Lindbrook Capital
California
$35.3K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$28K +$12.1K +198 +72%
TPCW
204
TD Private Client Wealth
New York
$20.9K
VCM
205
Versant Capital Management
Arizona
$14.9K
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$13.5K -$15.7K -258 -53%
MG
207
Mather Group
Illinois
$12.7K
C
208
Covestor
United Kingdom
$11K +$183 +3 +2%
CSC
209
Caldwell Sutter Capital
California
$10.9K
W
210
WealthCollab
Washington
$9.66K
NA
211
NewEdge Advisors
Louisiana
$9.06K +$8K +131 +624%
GI
212
GAMMA Investing
California
$7.93K
SAM
213
Smartleaf Asset Management
Massachusetts
$7.82K +$8.24K +135 New
AF
214
Allworth Financial
California
$6.07K -$183 -3 -3%
Bessemer Group
215
Bessemer Group
New Jersey
$6K -$3.66K -60 -39%
HIM
216
Hillsdale Investment Management
Ontario, Canada
$5.96K +$610 +10 +11%
FFA
217
Frazier Financial Advisors
Ohio
$5.13K +$5.25K +86 New
BWAM
218
Boyd Watterson Asset Management
Ohio
$4.53K
LFA
219
LGT Financial Advisors
Texas
$4.53K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$4.11K +$916 +15 +28%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$4K +$4.58K +75 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$3.64K -$305 -5 -8%
AS
223
Altshuler Shaham
Israel
$3.52K +$61 +1 +2%
MFT
224
Moisand Fitzgerald Tamayo
Florida
$3.28K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$3.28K