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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Benjamin Edwards Inc
301
Benjamin Edwards Inc
Missouri
$82K +$2.42K +48 +3%
JWM
302
Janiczek Wealth Management
Colorado
$80K +$71.8K +1,426 +3,478%
Lazard Asset Management
303
Lazard Asset Management
New York
$71K -$9.4M -186,639 -99%
Geneos Wealth Management
304
Geneos Wealth Management
Colorado
$71K +$10.1K +200 +16%
AF
305
Advisornet Financial
Minnesota
$67K -$2.1M -41,743 -97%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$67K -$2.52K -50 -3%
Harbour Investments
307
Harbour Investments
Wisconsin
$62K +$65.1K +1,292 New
IFP Advisors
308
IFP Advisors
Florida
$61K – – –
EI
309
Ellevest Inc
New York
$61K +$34.7K +688 +117%
BSB
310
Bangor Savings Bank
Maine
$60K +$62.7K +1,244 New
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$51K +$4.89K +97 +10%
Cullen/Frost Bankers
312
Cullen/Frost Bankers
Texas
$48K – – –
TD Private Client Wealth
313
TD Private Client Wealth
New York
$41.4K +$353 +7 +0.8%
Venture Visionary Partners
314
Venture Visionary Partners
Ohio
$40.2K +$42.1K +836 New
TWM
315
Tradition Wealth Management
Minnesota
$40K +$101 +2 +0.2%
Central Trust Company
316
Central Trust Company
Missouri
$39K – – –
SignatureFD
317
SignatureFD
Georgia
$39K +$20.9K +414 +106%
HM Payson & Co
318
HM Payson & Co
Maine
$38K – – –
GG
319
Gleason Group
Kentucky
$37K +$201 +4 +0.5%
PP
320
PrairieView Partners
Minnesota
$36K – – –
Prospera Financial Services
321
Prospera Financial Services
Texas
$35K – – –
Aquatic Capital Management
322
Aquatic Capital Management
Illinois
$34K +$35.3K +700 New
Federation des caisses Desjardins du Quebec
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K – – –
WB
324
Webster Bank
Connecticut
$31K – – –
RTC
325
Riverview Trust Company
Washington
$30K – – –