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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
MG
201
Mather Group
Illinois
$12.9K
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$11.9K -$5.43K -87 -31%
CSC
203
Caldwell Sutter Capital
California
$11.5K
SS
204
SBI Securities
Japan
$10.9K +$10.8K +173 New
W
205
WealthCollab
Washington
$10.2K
Bessemer Group
206
Bessemer Group
New Jersey
$10K +$1.37K +22 +17%
GWM
207
Geneos Wealth Management
Colorado
$9.85K
ETS
208
ESL Trust Services
New York
$9.79K +$9.73K +156 New
C
209
Covestor
United Kingdom
$9K -$374 -6 -4%
A
210
AlphaQuest
New York
$8.66K -$69.8K -1,119 -89%
GI
211
GAMMA Investing
California
$8.15K +$312 +5 +4%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$7.78K +$1.5K +24 +24%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$7.7K +$7.67K +123 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$6.4K +$1.31K +21 +26%
AF
215
Allworth Financial
California
$5.49K -$437 -7 -8%
UB
216
UMB Bank
Missouri
$4.83K
BWAM
217
Boyd Watterson Asset Management
Ohio
$4.77K
LFA
218
LGT Financial Advisors
Texas
$4.77K
Creative Planning
219
Creative Planning
Kansas
$4.52K +$4.49K +72 New
AS
220
Altshuler Shaham
Israel
$4.33K +$749 +12 +21%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$3.7K +$250 +4 +7%
MFT
222
Moisand Fitzgerald Tamayo
Florida
$3.45K
RIL
223
Rothschild Investment LLC
Illinois
$2.2K -$1.87K -30 -46%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$2.07K
LIS
225
Legacy Investment Solutions
Idaho
$1.74K +$998 +16 +160%