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Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
C
201
Covestor
United Kingdom
$7K -$4.05K -71 -35%
PS
202
Principal Securities
Iowa
$6.89K -$76.3K -1,338 -91%
AUB
203
Atlantic Union Bankshares
Virginia
$6.43K +$7.13K +125 New
AF
204
Allworth Financial
California
$5.86K +$1.2K +21 +23%
BIA
205
Bell Investment Advisors
California
$5.2K
S
206
SignatureFD
Georgia
$4.78K +$114 +2 +2%
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$4.63K +$5.13K +90 New
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$4.27K
AAP
209
Arax Advisory Partners
Colorado
$4.27K +$4.74K +83 New
BWAM
210
Boyd Watterson Asset Management
Ohio
$3.91K
AS
211
Altshuler Shaham
Israel
$3.91K +$57 +1 +1%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$3.14K
WANY
213
Wealthspire Advisors (New York)
New York
$3.04K +$3.37K +59 New
IP
214
Isthmus Partners
Wisconsin
$3K +$196K +3,427 +6%
HFS
215
Hantz Financial Services
Michigan
$3K +$1.88K +33 +165%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2.83K -$570 -10 -15%
MFT
217
Moisand Fitzgerald Tamayo
Florida
$2.83K
RIL
218
Rothschild Investment LLC
Illinois
$2.31K -$1.14K -20 -31%
QL
219
Quarry LP
New York
$2.31K +$2.57K +45 New
PTC
220
Private Trust Company
Ohio
$2.06K
JWM
221
JPL Wealth Management
Colorado
$1.8K +$2K +35 New
EWA
222
EverSource Wealth Advisors
Alabama
$1.59K -$342 -6 -16%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.44K
EP
224
Essential Partners
California
$1.34K +$1.14K +20 +333%
RFP
225
Root Financial Partners
California
$1.29K +$1.43K +25 New