We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Avantax Advisory Services
Texas
$223K -$1.11K -22 -0.5%
RP
277
Riverwater Partners
Wisconsin
$223K +$233K +4,635 New
SFS
278
Stiles Financial Services
Minnesota
$214K +$856 +17 +0.4%
OFA
279
Oak Family Advisors
Illinois
$213K
SF
280
Synovus Financial
Georgia
$213K +$8.16K +162 +4%
II
281
Inspire Investing
Idaho
$212K -$5.79K -115 -3%
SFG
282
SNS Financial Group
Minnesota
$210K
Lido Advisors
283
Lido Advisors
California
$208K -$14.8K -294 -6%
ACIM
284
Azimuth Capital Investment Management
Michigan
$207K +$217K +4,300 New
VBFP
285
Valtinson Bruner Financial Planning
Minnesota
$204K -$6.65K -132 -3%
WB
286
WesBanco Bank
West Virginia
$202K -$35.3K -700 -14%
Pacer Advisors
287
Pacer Advisors
Pennsylvania
$202K +$211K +4,191 New
BP
288
Ballentine Partners
Massachusetts
$200K -$1.71K -34 -0.8%
SCA
289
Stonebridge Capital Advisors
Minnesota
$195K
SOW
290
State of Wyoming
Wyoming
$192K +$21.3K +423 +12%
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K +$42.1K +835 +30%
C
292
Covestor
United Kingdom
$151K +$36.4K +722 +30%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$135K +$9.32K +185 +7%
CI Investments Inc
294
CI Investments Inc
Ontario, Canada
$114K -$64.9K -1,288 -35%
WT
295
Whittier Trust
California
$109K -$1.56K -31 -1%
Macquarie Group
296
Macquarie Group
Australia
$106K
EW
297
Evoke Wealth
California
$97K
SPIA
298
Steward Partners Investment Advisory
New York
$90K
PCG
299
Private Capital Group
Connecticut
$88K
BFPW
300
BOK Financial Private Wealth
Colorado
$84K +$87.6K +1,740 New