We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
NERM
276
New England Research & Management
Illinois
$290K -$22.9K -400 -8%
SFS
277
Stiles Financial Services
Minnesota
$287K +$859 +15 +0.3%
NIM
278
Northeast Investment Management
Massachusetts
$282K
PA
279
Profund Advisors
Maryland
$278K +$2.29K +40 +0.9%
WTC
280
WhitTier Trust Company
Nevada
$277K
AAS
281
Avantax Advisory Services
Texas
$271K +$115 +2 +0%
HIC
282
Hartline Investment Corp
Illinois
$268K +$261K +4,556 New
DI
283
DFPG Investments
Utah
$267K +$251K +4,377 New
OFA
284
Oak Family Advisors
Illinois
$267K +$1.09K +19 +0.4%
Mitsubishi UFJ Trust & Banking
285
Mitsubishi UFJ Trust & Banking
Japan
$265K -$37.2K -650 -13%
SFG
286
SNS Financial Group
Minnesota
$257K
WANY
287
Wealthspire Advisors (New York)
New York
$257K +$250K +4,362 New
YIH
288
Y-Intercept (HK)
Hong Kong
$256K -$382K -6,671 -61%
V
289
Veritable
Delaware
$253K +$247K +4,305 New
SCA
290
Stonebridge Capital Advisors
Minnesota
$250K +$11.5K +200 +5%
HWM
291
HB Wealth Management
Georgia
$248K +$2.29K +40 +1%
MKC
292
M. Kraus & Co
Vermont
$247K -$7.45K -130 -3%
SOW
293
State of Wyoming
Wyoming
$244K -$14K -244 -6%
CAN
294
Cetera Advisor Networks
California
$242K -$8.42K -147 -3%
VBFP
295
Valtinson Bruner Financial Planning
Minnesota
$240K -$7.73K -135 -3%
Luther King Capital Management (LKCM)
296
Luther King Capital Management (LKCM)
Texas
$237K +$231K +4,032 New
BP
297
Ballentine Partners
Massachusetts
$236K -$8.59K -150 -4%
TF
298
TIAA FSB
Florida
$235K +$229K +4,000 New
II
299
Inspire Investing
Idaho
$235K -$11.7K -204 -5%
FRM
300
Fox Run Management
Connecticut
$235K +$229K +3,994 New