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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$43.9K -$779 -12 -2%
QCG
202
Quadrant Capital Group
Ohio
$40.4K
SIC
203
Salem Investment Counselors
North Carolina
$39.7K
LC
204
Lindbrook Capital
California
$38.4K -$584 -9 -2%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$38K +$6.56K +101 +21%
TPCW
206
TD Private Client Wealth
New York
$33.8K +$10.6K +164 +47%
FFA
207
Farther Finance Advisors
California
$31.3K +$27.4K +422 +781%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$18.2K +$3.31K +51 +23%
VCM
209
Versant Capital Management
Arizona
$16.5K
MG
210
Mather Group
Illinois
$13.5K
CSC
211
Caldwell Sutter Capital
California
$12K
SAM
212
Smartleaf Asset Management
Massachusetts
$11.1K +$2.21K +34 +25%
W
213
WealthCollab
Washington
$10.7K
GWM
214
Geneos Wealth Management
Colorado
$10.3K +$10.2K +157 New
C
215
Covestor
United Kingdom
$10K -$2.01K -31 -17%
Bessemer Group
216
Bessemer Group
New Jersey
$9K +$2.27K +35 +37%
GI
217
GAMMA Investing
California
$8.23K -$519 -8 -6%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$6.58K +$2.53K +39 +64%
HIM
219
Hillsdale Investment Management
Ontario, Canada
$6.58K
ACM
220
Aster Capital Management
United Arab Emirates
$6.06K +$5.97K +92 New
AF
221
Allworth Financial
California
$5.99K -$130 -2 -2%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$5.33K +$779 +12 +17%
UB
223
UMB Bank
Missouri
$5.07K +$2.66K +41 +114%
BWAM
224
Boyd Watterson Asset Management
Ohio
$5K
LFA
225
LGT Financial Advisors
Texas
$5K