We are live on ! Find out more
DFIN icon

Donnelley Financial Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$4.3K -$1.06K -22 -19%
S
202
SignatureFD
Georgia
$4.11K -$242 -5 -5%
AAP
203
Arax Advisory Partners
Colorado
$3.92K +$48 +1 +1%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$3.88K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$3.74K +$1.21K +25 +45%
BWAM
206
Boyd Watterson Asset Management
Ohio
$3.55K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$2.85K
LWMI
208
Legacy Wealth Management (Idaho)
Idaho
$2.75K +$2.37K +49 +490%
MFT
209
Moisand Fitzgerald Tamayo
Florida
$2.57K
RIL
210
Rothschild Investment LLC
Illinois
$2.1K
PTC
211
Private Trust Company
Ohio
$1.87K
TM
212
Torren Management
California
$1.73K +$1.79K +37 New
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$1.31K
CIAM
214
Caitong International Asset Management
Hong Kong
$1.31K +$1.31K +27 +2,700%
RFP
215
Root Financial Partners
California
$1.17K
LFG
216
Larson Financial Group
Missouri
$1.12K +$1.16K +24 New
ZBNA
217
Zions Bancorporation, National Association
Utah
$1.12K +$1.16K +24 New
EWA
218
EverSource Wealth Advisors
Alabama
$1.07K -$387 -8 -26%
SIC
219
SJS Investment Consulting
Ohio
$794
Jones Financial Companies
220
Jones Financial Companies
Missouri
$747
ACM
221
Anfield Capital Management
California
$700
GRP
222
Global Retirement Partners
California
$700
SS
223
Sunbelt Securities
Texas
$654
OC
224
Optima Capital
Oregon
$560 +$580 +12 New
AW
225
Ankerstar Wealth
Texas
$467 +$484 +10 New